Shopify Flow lets you automate actions in Influence.io based on events in your Shopify store. This guide covers the most common use cases: awarding points on a customer’s nth order, auto-enrolling wholesale customers into a Membership, and rewarding newsletter signups.
Requirements
Influence.io Plus plan (for General Purpose earn rules via Flow)
Shopify Flow app installed (free via the Shopify App Store)
Memberships feature enabled (Starter plan or above, for the enrolment use case)
Use Case 1: Award points on the customer’s nth order
There is no native nth-order earn rule in Influence. Use Shopify Flow’s order count condition as a workaround.
Step 1 — Create the General Purpose earn rule
Go to Loyalty Program → Earn & Redeem → Add option to earn and select General Purpose.
Set the point value (e.g. 50 points) and give it a descriptive name (e.g. “5th Order Bonus”).
Set Reward Behaviour to Once per customer (so it only fires once, not on every order).
Save the rule and copy the Earn Rule ID from the rule’s settings page.
Step 2 — Set up the Shopify Flow
In Shopify, navigate to Apps → Shopify Flow and create a new workflow.
Set the trigger to Order paid.
Add a condition: Customer → Orders count → equals → 5.
Add an action: Influence.io → Award General Purpose Earn Rule.
Paste in the Earn Rule ID copied in Step 1.
Turn on the workflow.
To reward on every 5th order instead (10th, 15th, etc.), set the rule to Multiple times and use a remainder equals 0 condition on the order count if your Flow version supports it, or contact our team for guidance.
Use Case 2: Auto-enrol wholesale customers into a Membership
This is the recommended way to exclude wholesale or B2B customers from your standard earn rules. The Flow handles new customers automatically; use a CSV import for existing ones.
Step 1 — Create the Wholesale Membership
Go to Memberships in your Influence dashboard and create a new group (e.g. “Wholesale”).
Go into each earn rule, scroll to the Memberships setting, and set it to exclude the Wholesale membership.
Enable the membership.
Step 2 — Automate enrolment via Shopify Flow
In Shopify Flow, create a new workflow.
Set the trigger to Customer tag added.
Add a condition: Tag equals “Wholesale” (or whichever tag identifies your wholesale accounts).
Add an action: Influence.io → Assign Membership → Wholesale.
Turn on the workflow.
For existing customers who already have the Wholesale tag, use a bulk CSV import instead — prepare a file with EMAIL and MEMBERSHIP columns and send it to us via Live Chat.
Use Case 3: Award points for newsletter signup
There is no native newsletter earn rule. Choose the option that matches your email platform.
Option A — Via Klaviyo
Create a General Purpose earn rule (e.g. “Newsletter Sign-up”, 50 points, Once per customer). Copy the Earn Rule ID.
In Klaviyo, create a Flow triggered by the Subscribed to List event.
Add a Webhook action to call the Influence API endpoint
/v1/customers/{customerId}/points, passing the customer’s email and Earn Rule ID.
Option B — Via a Shopify customer tag
Configure your newsletter signup form to apply a Shopify customer tag (e.g. “newsletter-subscriber”) on submission.
In Shopify Flow, create a workflow with the trigger: Customer tag added.
Add a condition: Tag equals “newsletter-subscriber”.
Add an action: Influence.io → Award General Purpose Earn Rule. Paste in the Earn Rule ID.
Turn on the workflow.
Set the earn rule to Once per customer in both options to prevent duplicate point awards.
Troubleshooting
Issue | Likely cause | Fix |
Flow runs but no points awarded | Wrong Earn Rule ID pasted, or rule is disabled | Double-check the ID in Influence and confirm the rule is enabled |
Customer not assigned to Membership | Customer tag was applied before the Flow was turned on | Use the CSV import method for pre-existing tagged customers |
Points awarded multiple times | Earn rule set to “Multiple times” instead of “Once per customer” | Edit the earn rule and change Reward Behaviour to Once per customer |