Managing high-risk orders with Shopify Flow

Shopify Flowis a free ecommerce automation platform that enables you to automate tasks and processes within your Shopify store and across your apps. You can use Shopify Flow to automate certain tasks in your Shopify admin, such as your management of high-risk orders.

If you receive a banner in your Shopify admin about installingShopify Flow, then you can clickInstall Flowand immediately activate a workflow that captures payments on low-risk and medium-risk orders automatically. If not, then you caninstall Shopify Flowfrom the Shopify App Store and then either use a pre-made template or create your own workflow.

Before using Shopify Flow to manage high-risk orders

When you make or edit a workflow to manage high-risk orders, ensure that you use theOrder risk analyzedtrigger instead of theOrder createdtrigger. This is because fraud analysis takes some time to process after an order is created. Workflows that start with theOrder risk analyzeddon't run immediately after an order is created, and instead are triggered when the fraud analysis is completed on an order.

After you activate a workflow that determines whether a payment should be captured, ensure thatcredit card authorization and captureis set tocapture manuallyin your settings. Workflows that manage capturing payments don't function if automatic capture is activated.

Setting up Shopify Flow workflows

You can automate common tasks performed in Shopify bycreating workflowsin Shopify Flow that have triggers, conditions, and actions. To use Shopify Flow to manage high-risk orders, you can set upcommonly used workflows. For example, you cancapture payment if the order is not high risk, orcancel and restock high-risk orders. These workflows operate based on information from Shopify'sfraud analysis.

Capture an order that is not high fraud risk

This workflow captures payment for risk and medium-risk orders, and avoids capturing payment for high-risk orders.You can install the template automaticallyor you can manually install the template and customize it in the Shopify admin by performing the following steps.

Steps:

1. From your Shopify admin, clickSettings>Apps and sales channels.

2. From theApps and sales channelspage, clickShopify Flow.

3. ClickOpen app.

4. ClickCreate workflow.

5. ClickBrowse templates.

6. SelectRisk, and then selectCapture payment if order is not high fraud risk.

7. ClickInstall.

8. Optional: If you want to track orders that have not been fulfilled, then do the following:

   1. In theCheck ifbox, click the+indicator next toOtherwise.
   2. ClickAction.
   3. Select an action. For example, you can use theAdd order tagsaction to add a tag, or theSend internal emailaction to send an email to yourself or your staff to indicate payment was not captured.

9. Do one of the following:

   • To save the workflow and start using it, clickTurn on workflow.
   • To save the workflow without activating it, clickExit.

Cancel and restock high-risk orders

This workflow cancels high-risk orders and restocks items in the orders. It also adds a tag to the order, adds a tag to the customer that placed the order, and sends an email indicating that an order was canceled due to high risk.You can install the template automaticallyor you can manually install the template and customize it in the Shopify admin by performing the following steps.

Steps:

1. From your Shopify admin, clickSettings>Apps and sales channels.

2. From theApps and sales channelspage, clickShopify Flow.

3. ClickOpen app.

4. ClickCreate workflow.

5. ClickBrowse templates.

6. SelectRisk, and then selectCancel and restock high risk orders.

7. Optional: To edit the actions taken by the workflow, click the action that you want to change. For example, to change the destination of the email, click theSend internal emailbox, and then changeyour.email@example.comto the email address that you want to use.

8. Do one of the following:

   • To save the workflow and start using it, clickTurn on workflow.
   • To save the workflow without activating it, clickExit.