Charm + Shopify Flow
Six loyalty triggers in your Shopify Flow toolbox.
How it works
What you can do.
Charm exposes six actions in Shopify Flow so you can fold loyalty logic into the same automation graph you already use for fulfilment, fraud, and customer ops.
- ✓Award points action — fire from any Flow trigger (order placed, customer tagged, refund issued, custom event)
- ✓Deduct points action — automate clawback on returns and chargebacks
- ✓Award store credit action — for gestures of goodwill outside the loyalty program
- ✓Send tier-achieved event — pipe tier upgrades into Slack / Notion / your CRM
- ✓Send points-earned event — for downstream attribution dashboards
- ✓Send points-redeemed event — same, for redemption analytics
Under the hood
What the data looks like.
Flow trigger: "Order paid"
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Filter: order.total > $100
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Action: Charm — Award points
Parameters:
customer_id: {{ order.customer.id }}
points: 500
reason: "High-value order bonus"Setup
Five-minute setup.
- 1Open Shopify admin → Flow
- 2Create a new workflow with any trigger
- 3Add an action — search "Charm"
- 4Pick from 3 actions (Award points, Award credit, Deduct points)
- 5Configure parameters; reference customer/order data via Liquid
FAQ
Common questions.
Do I need Shopify Plus to use Flow with Charm?
Flow is available on every Shopify plan as of 2023. Charm's actions work on every plan.
Can I award points with a per-customer cap?
Yes — add a filter on Charm points balance before the action. The customer-properties context exposes balance and tier.