Shopify Marketing Automation

Looking for help setting up Shopify marketing automation for email and SMS? We set up welcome, abandoned cart, post-purchase and win-back flows in Klaviyo or Shopify Messaging, and use Shopify Flow to tag customers and trigger messages from orders, deliveries and stock changes.

Book a Discovery Call Our Work

16+

Years in business

500+

Projects Delivered

65+

Team Members

98%

Client Retention

SMS

Email and text from one set of profiles

Klaviyo sends email, SMS and push from the same customer profiles. We plan the three together, so a shopper gets a text only when the email has not brought them back.

Flow

Shopify's free workflow automation app

Shopify Flow is a free app on the Basic, Grow, Advanced and Plus plans and enables conditional automation across your store, from tagging customers and canceling high-risk orders to triggering Klaviyo flows based on custom events.

Klaviyo

Primary email and SMS automation platform

Klaviyo is Shero's primary email and SMS automation platform. Its Shopify integration, behavioral segmentation and revenue attribution tie automation directly to purchase data, and we connect it through our Klaviyo integration service.

1 reminder

Shopify's own cart emails turned off first

Shopify can send its own abandoned checkout email, and so can Klaviyo. We turn off the Shopify version when the Klaviyo flow goes live, so shoppers get one reminder, and analytics and reporting credits revenue to each flow.

This has been the most impressive vendor partnership I have experienced. Every meeting felt purposeful, every milestone was clear, and the process was incredibly well-supported from start to finish.

Kendra Borkholder, Operations Support, GEN-Y Hitch

Why forgotten automation is not working

Abandoned cart flows that have not been touched in two years, welcome discounts going to every new subscriber regardless of where they came from, and a Klaviyo account with five times the features being used. The problem is not the platform. It is that automation requires regular review and adjustment to stay effective as your catalog, offers, and customer behavior change. Most stores never revisit what was set up at launch.

Klaviyo Email Flows
SMS Marketing
Shopify Flow Configuration
Audience Segmentation
Abandoned Cart Recovery
Welcome and Post-Purchase Flows
B2B Automation
Ongoing Performance Reporting

Compared on	Shero automation team	Shopify Flow templates on your own	A marketing automation freelancer	An in-house marketing ops hire
Shopify, Klaviyo and your CRM out of step	IBE: Shopify and HubSpot tags and tracking fixed so both tools see the same customers	Handles Shopify tasks well; outside tools need connectors	Can wire it up; documentation is often thin	Owns the stack, but one person is a single point of failure
Adding SMS to email flows	We add SMS inside your existing email flows, so one flow covers both channels	Not designed to send SMS sequences itself	Often strong in email, newer to SMS consent rules	Learns SMS consent rules from scratch
Automations that stop working	We review every live flow monthly and log what changed	Keeps an activity log; someone has to read it	Set it up, then moved on to other clients	Often notices a broken trigger only when revenue drops
Customers getting too many messages	We set frequency rules across email, SMS and Flow triggers	Each workflow acts alone with no shared send limit	Sets up flows one at a time, so overlap is easy to miss	Sees the overlap, may lack time to map it
How you pay	An audit of your store or accounts, then a proposal. Work on a monthly retainer.	Included with Shopify; your team's hours	Hourly or per flow created	Salary and benefits

Shero automation team

Shopify, Klaviyo and your CRM out of step IBE: Shopify and HubSpot tags and tracking fixed so both tools see the same customers

Adding SMS to email flows We add SMS inside your existing email flows, so one flow covers both channels

Automations that stop working We review every live flow monthly and log what changed

Customers getting too many messages We set frequency rules across email, SMS and Flow triggers

How you pay An audit of your store or accounts, then a proposal. Work on a monthly retainer.

Compared with

Shopify Flow templates on your own

Shopify, Klaviyo and your CRM out of step Handles Shopify tasks well; outside tools need connectors

Adding SMS to email flows Not designed to send SMS sequences itself

Automations that stop working Keeps an activity log; someone has to read it

Customers getting too many messages Each workflow acts alone with no shared send limit

How you pay Included with Shopify; your team's hours

A marketing automation freelancer

Shopify, Klaviyo and your CRM out of step Can wire it up; documentation is often thin

Adding SMS to email flows Often strong in email, newer to SMS consent rules

Automations that stop working Set it up, then moved on to other clients

Customers getting too many messages Sets up flows one at a time, so overlap is easy to miss

How you pay Hourly or per flow created

An in-house marketing ops hire

Shopify, Klaviyo and your CRM out of step Owns the stack, but one person is a single point of failure

Adding SMS to email flows Learns SMS consent rules from scratch

Automations that stop working Often notices a broken trigger only when revenue drops

Customers getting too many messages Sees the overlap, may lack time to map it

How you pay Salary and benefits

01

Ongoing optimization as the store grows

Automation degrades over time as your catalog, customer base, and offers change. Flows set up at launch become less effective as the store grows. We manage automation on a monthly retainer basis, reviewing performance and updating flows based on what the data shows.

02

Revenue attribution, not open rates

We track email-attributed revenue, flow conversion rates, and repeat purchase rate, not just click-through rates. Every flow we create is measured against a baseline so you can see the revenue impact of the automation, not just the activity.

03

B2B automation made for procurement cycles

B2B automation requires different triggers, segments, and message logic than DTC. Shopify B2B configuration is aligned with automation setup so account-level triggers fire correctly for company and buyer accounts.

04

Klaviyo configured to your full stack

Klaviyo is Shero's primary tool for email and SMS automation for Shopify brands. Email and SMS strategy, copywriting, and flow development are handled alongside automation configuration, and you speak with the strategists and developers doing the work, with no account layers.

05

Audit what you have before adding more

Most stores have automation gaps hiding in plain sight: an abandoned cart flow that has not been updated in two years, a welcome series that offers the same discount to every subscriber, or flows that were set up by a previous agency and never connected to your current Klaviyo account. We audit before we start work.

06

Shopify Flow for complex workflows

Klaviyo handles customer-facing automation. Shopify Flow handles internal logic: high-risk order cancellation, inventory alerts, customer tagging, and backend triggers that feed into Klaviyo campaigns. We configure both platforms to work together.

Specialty coffee

22.6% to 64.8%email campaign open rate, Feb to Jun 2026

Email + SMSprogram managed by our team

Dillanos Coffee RoastersShopify

Wine

+18%email marketing ROAS

Rechargecustom subscription widget built for the new theme

Archer RooseShopify

Read the case study

Specialty Coffee

Valentine Coffee Co.

With an existing Shopify build that no longer reflected its premium positioning, the Milwaukee specialty coffee roaster, serving both D2C customers and a growing B2B wholesale base, partnered with Shero to deliver a full design and functionality refresh in 8 to 10 weeks ahead of the holiday season. The project included a refined dark-mode aesthetic, native RoasterTools integration, and a B2B wholesale flow integrated into the storefront.

Valentine Coffee Co.

Canned Wine

Archer Roose

Archer Roose is a wine company known for producing high-quality, sustainably sourced wines in eco-friendly formats like cans and kegs. Their commitment to small, organic, and biodynamic vineyards has helped them stand out in a competitive market. They saw an increase of +18% in email marketing ROAS and 35% improvement in mobile browsing session duration.

Archer Roose

Premium Chocolates

Sarris Candies

Sarris Candies is a family-owned Pennsylvania chocolate maker known for personalized chocolate bars, custom cakes, and gift assortments. Having outgrown its custom .NET platform, the brand moved to Shopify Plus with Shero for a mobile-first storefront, custom personalization, and ordering options for gift buyers and bulk purchasers. With every high-traffic page manually redirected, organic search recovered and grew past pre-migration levels, with Core Web Vitals in the green from launch.

Sarris Candies

Golf Putters and Gear

Swag Golf

Swag Golf is known for its limited-edition, bold golf gear and lifestyle products with a devoted following. Looking to align their online store with their unapologetic brand identity, the brand partnered with Shero to overhaul their Shopify theme, develop a dedicated evergreen product strategy, and drive stronger conversions. The redesign led to a +28% increase in mobile conversion rate and tripled load speed.

Swag Golf

Tracking set up before we spend

Bad tracking wastes ad budget, so we check GA4, pixels and conversion events before the first campaign goes live.

GA4 and pixels
Meta, Google and TikTok events checked against real orders.
Feeds
Product feeds cleaned for Google Shopping and Meta catalogs.
Attribution
One view of what each channel brings in.
Reporting
Monthly report tied to revenue and margin.

Want an automation audit?

Let's look at yours

Get an Automation Audit

01

Automation audit
We review every Klaviyo flow and Shopify Flow workflow for old offers, broken triggers and missing branches.
02

Data connection
We sync Shopify customer tags and order data into Klaviyo profiles and connect your loyalty app so points and tiers show too.
03

Flow rebuild
We rebuild abandoned cart, welcome and winback flows with branches for new, repeat and VIP customers.
04

Shopify Flow
We set up Flow workflows that tag customers by lifetime spend, send low-stock alerts and tag B2B orders.
05

Revenue check
We report revenue per flow monthly and test timing, offers and content in each one.

Frequently asked questions.

Can't find what you're looking for? Reach out to our team.

01

What marketing automation tools does Shero work with?

02

What should we automate first?

03

Can automation work for B2B stores on Shopify?

04

How does Shopify Flow work and when do we need it?

Shopify Flow is Shopify's native automation builder, free on the Basic, Grow, Advanced and Plus plans. It lets you set conditions and triggers for internal workflows: tagging high-value customers, canceling high-risk orders, posting Slack notifications when inventory drops, or triggering Klaviyo flows based on custom store events. You need it when your automation requirements go beyond what Klaviyo can handle alone.

05

How do we connect Klaviyo to our Shopify store and other tools?

The Klaviyo app installs directly from the Shopify App Store and syncs order history, product data, and customer behavior automatically. Connecting Klaviyo to a CRM like HubSpot, a review platform like Yotpo, or a customer service tool like Gorgias can be done through native integrations or iPaaS platforms. We handle the integration setup and data mapping.

06

How do we measure if our automation is working?

What our clients say.

We design experiences that make a difference. See what our clients have to say about working with us.

Benchmade Knife Co.

"I wanted to take a moment to thank you all for a very successful launch! I know there was a lot of great work put in by everyone to make this happen. Our accounting and sales teams are thrilled to have this functionality working, and that means our customers are also taking full advantage of these enhancements. We appreciate the partnership in the development and testing, and are looking forward to more enhancements in the future."

Bren Rafaelly

Head of Digital Transformation / Benchmade Knife Co.

STX

"Since partnering with Shero Commerce, our eCommerce revenue has grown by 200%. Their 24/7 support and innovative solutions have been game-changers for our business."

James McKenna

Senior Commerce & CX Manager / STX

Memphis Drum Shop

"Working with the Shero team was professional, efficient, and inspiring. The Shero development team was extremely competent and provided solid solutions for our needs, as well as addressing any bugs or issues that arose during the process. Working with Shero exclusively through video technology was a new concept for our team that forced us to embrace modern methods of communication that will likely benefit our future relationships and business endeavors."

Shaun Carman

eCommerce Manager / Memphis Drum Shop

Swag Golf

"We partnered with Shero for the SWAG site development. The dev was highly nuanced, specialized and complex. The Shero team went above and beyond. They were collaborative, organized and professional, consistently setting expectations clearly and usually exceeding them."

Matt Kaminsky

Co-founder & Managing Director / Swag Golf

And you?

Let's build something great together.

Ready to scale your eCommerce business? Tell us about your project and we'll get back to you within 24 hours.

Email

[email protected]

Locations

New York • London • Helsinki • Tirana

Shopify Marketing Automation

Why forgotten automation is not working