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Automating Shopify
Common Shopify Admin Tasks You Should Selectively Automate
Common Shopify Admin Tasks You Should Selectively Automate
Updated over a week ago

How many times a day, while you're managing your store in Shopify, do you find yourself with multiple tabs open to other platforms, handling the same types of tasks over and over again? Copying and pasting info between tabs to update people or other tools, to make sure everything is running smoothly for your team and your customers.

Most of your other tools are integrated with Shopify, receiving a stream of new and update orders, customers or product info. But there are still countless times where you need to make a manual update for unusual cases. For issues that come up infrequently enough to fully automate but frequently enough that it's tedious to handle them manually.

Cases like:

  1. Order Fulfillment Updates: update fulfillment details for specific orders based on criteria such as order size, location, or product type, customizing handling, like using different shipping providers for different regions or special packaging for larger orders.

  2. Inventory Management: Automating inventory updates can be crucial, especially when dealing with products that have variable stock levels or are sold on multiple platforms.

  3. Customer Messaging: Selectively adding individual customers to marketing segments, or sending individual emails or offers to customers based things you notice while managing their orders.

  4. Customer Service: Proactively creating tickets for unusual issues you happen across. Creating a reminder to check-in on an issue or follow-up with someone internally. Notifying finance about an unusual refund situation.

  5. Product Quality Issues: Highlighting issues related to specific products for your fulfillment, product or procurement people, messaging them in Slack or adding the issues to an Airtable.

  6. Data Synchronization: Syncing data between Shopify and third-party apps like CRM systems or accounting software might need to occur based on particular events or changes rather than continuously, to ensure data accuracy without overwhelming the systems involved.

All of these are cases where it would be so handy to have a button built right into your order, customer or product page to take a simple action in another platform. An action that might involve several steps. Steps that might take 3-5 minutes and involve copy-pasting or retyping in other systems. Time that would be better spent elsewhere.

Maybe something like this?

With Even Better Admin Buttons and the magic of Shopify app blocks merchants can set up custom buttons to perform these tasks selectively, directly from their Shopify admin. This customization allows for more precise control over when and how tasks are automated, enhancing efficiency and tailoring the store management to specific business needs and contexts.

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