How to Automate Step Emails on Shopify at Low Cost | Post-Shipment Follow-Up with Flow and Messaging
You can deliver a 3-email step sequence — communicate the product's appeal, follow up after delivery, and encourage the next purchase — triggered automatically when an order is shipped, using Shopify's standard apps Flow and Messaging at no extra tool cost. This article explains how to design the flow and why it outperforms expensive CRM tools for early-stage EC.
Post-Shipment Follow-Up Turns First-Time Buyers into Repeat Customers
In EC, whether a first-time buyer makes a second purchase (F2 conversion) has a major impact on your revenue structure. The experience from the moment of purchase through product delivery is the critical window that shapes the decision to buy again.
Step emails — a sequence of emails triggered by order shipment — are an effective way to reach customers at each stage of this window. By automatically delivering messages with different content at different intervals, you increase touchpoints with your brand and build trust and loyalty around the product.
Building Step Emails with Shopify Flow and Messaging
Shopify offers two native apps — Flow and Messaging — that work together to send step emails. Both are available from the Shopify admin and require no additional monthly fee.
Shopify Flow
Flow is Shopify's workflow automation tool. You can define triggers such as "order shipped" or "N days since order," and set actions like "send an email," "apply a tag," or "update order data." Configuration is done through a visual editor with no coding required, making it operable without technical knowledge.
Shopify Messaging
Messaging is Shopify's email delivery app. You can create emails that include product information, brand logos, and CTA buttons using templates, then deliver them as actions within a Flow. There is no per-send charge — it is included in your Shopify plan.
Combining these two apps lets you build a step email flow with zero additional tool cost.
Designing the 3-Email Step Sequence
A shipment-triggered step email flow is structured in three stages.
STEP 1: At the Time of Shipment
Alongside the shipping notification, send an email that communicates the product's appeal. Delivering "what makes this product special" and "how to get the most out of it" before the product arrives raises anticipation and sets the customer up for a better experience.
For food products, this might be a quick tip on how to enjoy it best. For cosmetics, an introduction to how to use it for the first time. The content should be tailored to the nature of the product. This is the first touchpoint that begins building customer loyalty.
STEP 2: After the Product Arrives
Triggered when the customer has likely received and started using the product, this follow-up email addresses any concerns early. Directing customers to support if they have questions — or answering common FAQs proactively — prevents dissatisfaction from going unresolved. This is also a natural moment to request a review. A typical send window is 5–10 days after shipment.
STEP 3: After Time Has Passed Since Purchase
When the customer is likely to be thinking about their next purchase, send a product catalog or related item recommendations. By aligning the timing with the product's consumption cycle or natural repurchase window, you create a natural prompt for the next order.
This email serves as the entry point for F2 conversion and is the foundation of LTV (lifetime value) growth.
Cost Comparison with CRM Tools
Many tools exist for step emails, customer nurturing, and marketing automation.
| Tool | Monthly Cost (est.) | Notes |
|---|---|---|
| Salesforce Marketing Cloud | ¥300,000–¥1,000,000+ | Enterprise CRM, high-end |
| Braze | ¥500,000–¥2,000,000+ | Mobile-first, premium CRM |
| HubSpot Marketing Hub (Pro) | ¥45,000+ | All-in-one for SMBs |
| Klaviyo | Free–tens of thousands | EC-focused email and SMS |
| Shopify Flow + Messaging | Free | Native Shopify apps |
Salesforce and Braze offer advanced segmentation, multi-channel integration, and real-time analytics designed for companies with large customer bases. These capabilities come at a significant cost — both in initial setup and ongoing monthly fees — making them difficult to justify for EC sites in their early stages.
Step emails built with Shopify Flow + Messaging are simpler in scope compared to these platforms. But for the specific goal of delivering three staged emails after shipment, the native apps provide everything you need. The biggest advantage is starting your retention strategy from day one of launch, with no tool cost.
Our Step Email Design and Build Service
We offer step email design and build using Shopify Flow and Messaging for ¥120,000 (excl. tax) per product.
The service includes:
- Scenario design: Determine the timing and content approach for all 3 emails based on your product, target customer, and purchase cycle
- Email copywriting: Write the subject line, body, and CTA for each email
- Shopify Flow setup: Configure the shipment-triggered 3-email flow in Flow
- Messaging template design: Set up email templates including brand logo, product details, and buttons
When implemented alongside your Shopify site build, the step email flow will be running automatically from the moment you launch.
Summary
- A 3-email step sequence after shipment forms the foundation for F2 conversion and LTV growth
- Shopify Flow + Messaging lets you build it with zero additional tool cost
- Simpler than Salesforce or Braze, but far lower cost — and the right fit for early-stage EC
If you are considering step email setup alongside your Shopify site build, you can select it from the "Step Email Support" option in the estimate form.
FAQ
Yes. Both are native Shopify apps available from the Basic plan onward with no additional monthly fee. There is also no per-send charge for emails sent through Messaging.
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