How to set up Flow
Step 1
Install and open the Flow app in your Shopify admin and click Import.
Step 2
We have created a template that includes all the required conditions. You can download it using the link below.
Download the payment reminder flow template here
Step 3
Import the downloaded template into your store. The workflow will be created automatically.
Step 4
Open the workflow and click Turn on to activate it.
How to verify Flow
In the Flow app, click Recent runs and verify whether the workflow is running successfully.
If you want to check the workflow in depth, open the workflow and click edit where you can find the Under the Edit section, you can view the conditions set and the status of the workflow.
Success case
In a successful case, the workflow status will show as Completed in Recent runs.
When you open the workflow and click Edit, you will see that:
- All conditions are met
- Sending the invoice email is executed successfully
Failure case
In some cases, the workflow may fail or remain in a Retrying state for a long time.
If you want to identify the exact cause of the issue, open the workflow, review the failed reason, and resolve it to ensure the plan runs successfully.
If you need any further clarification, we provide free setup assistance via Chat or Zoom.