Setting up an email automation for cancelled orders in Shopify

Learn how to set up an automatic email flow in Shopify so you'll receive a notification every time an order is cancelled
Froonze
October 16, 2023

Shopify makes it easy to set up an automatic email notification when specific events happen. These automations use workflows from Shopify Flow and Shopify Email to send email messages to customers.

There are two ways to set up automations in Shopify: using a template or creating a custom flow. If you want to receive notifications about canceled orders, you will need to create a custom flow. This will allow you to set up an internal email address that you want the notifications to be sent to.

Marketing automations are broadly available for stores on the Basic Shopify plan or higher.

How to set-up an email automation for cancelled orders in Shopify

To set it up go to your Shopify Admin > Marketing > Automations, and click on the Create Automation button on the top right corner.

Marketing Automations main panel in the Shopify Admin


Now scroll down a bit and click on Custom Email Automation

Marketing Automations custom automation in the Shopify Admin


You are editing the flow now. You can customize its name in the box at the top.

The first step will be selecting the trigger that will initiate the flow. The trigger we are looking for is Orders cancelled (to start the flow when an order is cancelled). Find it on the list of triggers on the right panel and click on it.

Marketing Automations flow action in the Shopify Admin


Next we want to define what happens after an order is cancelled. On the corner of the Order cancelled trigger, click on Then, and on Action next

Marketing Automations action Order Cancelled in the Shopify Admin


For action we'll choose Send Internal Email (send an email notification to your staff). Find it on the list on the right panel and click on it.

Marketing Automations Send Internal Email in the Shopify Admin


Along your email address, you'll be able to customize the Subject and Body of the email with Shopify variables. We recommend you using the ones listed below, you can check other variables just clicking on Add a variable

Recomommended variables: {{number}} - Order number {{order.customer.email}} - Email of the customer {{order.customer.firstName}} - Customer's first name {{order.customer.lastName}} - Customer's last name {{order.cancelledAt}} - Date and time when the order was cancelled E.g: Subject: Order {{number}} has been cancelled Body: Order {{number}} has been cancelled at {{order.cancelledAt}} Customer details: {{order.customer.firstName}} {{order.customer.lastName}} {{order.customer.email}}

Marketing Automations Send Internal Email template in the Shopify Admin


Once you are done customizing the email click on Turn on workflow on top, confirm one last time in the modal and you are all set

Marketing Automations Turn On in the Shopify Admin

How do I add a Cancel Order option in my Shopify store?

Shopify doesn't provide a native way for customers to cancel orders, but Customer Accounts Concierge does. Our Cancel Order Button installs seamlessly in the new account widget. It allows customers cancel orders that are not yet fulfilled just by clicking the button in the Order History panel. You can also customize the color of the button in the settings. Or even set it up to show up dynamically, that is, based on customers or orders tags.

View of Froonze Account Widget with Cancel Button

For a firsthand experience of this feature we invite you to explore our demo site. You can also get to know more about our app in this blog or the Shopify App Store.

If you have any question don't hesitate to reach out.

Summary Questions

Can I set up an automatic email notification when specific events happen in Shopify?

Shopify has a great native feature called marketing automations. With marketing automations you can set up an automatic email notification when specific events happen. These automations use workflows from Shopify Flow and Shopify Email to send email messages to customers.

Can I set up an automation for cancelled orders with Shopify marketing automations?

Yes. There are two ways to set up automations in Shopify: using a template or creating a custom flow. If you want to receive notifications about canceled orders, you will need to create a custom flow.

What plan do I need to be on to use marketing automations in Shopify?

Marketing automations are broadly available for stores on the Basic Shopify plan or higher.

Does Shopify provide a native way for customers to cancel orders?

No, Shopify does not provide a native way for customers to cancel orders. However, there are third-party apps that can add this functionality to your store. One of them is Customer Accounts Concierge.  Our Cancel Order Button installs seamlessly in the new account widget. It allows customers cancel orders that are not yet fulfilled just by clicking the button in the Order History panel. You can learn more about our portal and its features at this link.

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