We will show you how to create an SMS Automation using CommPeak Integrations. You can send automatic SMS notifications to customers once they've paid for their orders.

In the same way, you can create other workflows. For example, you can set up reminders to the store owner if some products are out of stock.

If you want more information about creating workflows, refer to the Shopify help center.

Creating an Automation

1. Install the application. You can proceed from your Shopify store or start from the Integrations page in TextPeak.

   • Option 1: Installation from Your Shopify Store

     1. In your Shopify store, go to Apps and sales channels and click Shopify App Store.

        

     2. Use the search option to find the CommPeak app. Then click Install. On the Install app page, click Install again.

   • Option 2: Integrations in CommPeak SMS Platform

     1. Click Integrations in the main menu on the left.

        

     2. Click Set New Connection in the top right of the Integrations page.

        

     3. Select Shopify in the pop-up window.

        

     4. Use the search option to find the CommPeak app. Then click Install.

        

2. Enter your CommPeak Portal account credentials, complete the captcha authentication, and click LOGIN.

   

3. Authorize the application to use your CommPeak account.

   

4. Now you are all set. You can install the Flow app in the Shopify app store.

   

5. Click the Flow app and then click Open app.

6. Click Create workflow and start building it.

7. Click Select a trigger.

   

8. Name your workflow.

   

9. Set up a trigger. You can search for available workflows. In our example, we want to set up SMS notifications about new paid orders in our store. ​

   

10. Click + to define an action.​

    

11. Click Action.

    

12. Search for CommPeak.​

    

13. Click the CommPeak app and select Send an SMS.

    

14. Enter an approved Sender ID from your TextPeak account. You can add a relevant variable for the phone number associated with the customer.

    

15. Complete message content. Click Add a variable to include placeholders in the text.

    

16. Define the variables as you need.

    

17. Click Turn on workflow.

    

18. Confirm your intention.

    

19. After you exit the editor, you can see that the workflow is listed as active.

    

Run History

To see if an SMS message has been sent, go to Flow > Run history in your Shopify admin.