Spread more cheer: How to set up 4 types of Shopify automation for your holiday promotions

Promo automation

Let Cleverific + Shopify Flow help you deck the halls with automated promos

As the holidays near, you’re probably searching for a way to amp up excitement for your sales promotions.

How about delighting your customers with some extra goodies for their purchases? They’ll be excited about the added value you’re bringing to the table, and you’ll get more exposure for your brand and demand for your products.

So how does Cleverific make this easier?

On another blog, we covered 6 unique promotions you can automate to give you a holiday boost. Here, we’ll help you behind the scenes and show you how you can set up 4 workflows with Cleverific that simplify the order fulfillment process with automation for these promotions:

  • Add a free gift with purchase

  • Add a free gift with a purchase of over $100

  • Add a free gift with a purchase using a discount code

  • Add an exclusive free gift for loyalty tier customer purchases

Before you get started, make sure that you have downloaded Shopify Flow, and are on the latest version of Cleverific.

Let’s dive right in!


WORKFLOW

Add a free gift with purchase

Once your customer places an order for a certain item, this workflow will instantly add the SKU for your free item, no discount code needed at checkout!

Here’s how to get set up:

  1. In Cleverific, navigate to Automations > Edit Actions.

  2. Set up and save your Free Item

  3. Copy your Action ID, which you can find below:

Once you’re finished, head to Shopify Flow, create your workflow with the condition of your choice, paste your Action ID, and turn on your workflow! If you have questions or are stuck, check out this more detailed set of instructions.

This option is great for:

  • A free item with an exclusive purchase (from a special event or collection)

  • A free sample with a specific purchase (a larger amount of the sampled product or similar item)

  • A gift with free holiday wrapping


WORKFLOW

Add a free gift within a timeframe

Boost excitement by slipping in a free gift with every purchase made within your chosen timeframe.

Here’s how to get set up:

  1. Create your free promo item in Cleverific

  2. Copy the Action ID

  3. Navigate to Flow

  4. Create a workflow with a trigger, a set timeframe, and choose Cleverific’s “Edit and add item” action

  5. Paste your Action ID for your free promo

Once you’re finished, remember to turn on your workflow!

This option is great for:

  • Stores running BFCM or holiday promos that want to surprise customers with an extra gift after purchase.

  • Stores offering seasonal exclusives to move inventory fast.


WORKFLOW

Add a free gift with a purchase over $100

Make the most of the holiday spending spirit and automatically add the SKU for your free item promo to orders of more than $100.

Here’s how to get set up:

  1. Create your free promo item in Cleverific

  2. Copy the Action ID

  3. Navigate to Flow

  4. Create a workflow with a trigger, an amount condition, and choose Cleverific’s “Edit and add item” action

  5. Paste your Action ID for your free promo

Once you’re finished, remember to turn on your workflow!

This option is great for:

  • Stores with premium products for higher prices

  • Stores with a large product inventory

  • Stores with holiday edition items that need to sell out


WORKFLOW

Add an exclusive free gift for loyalty tier customer purchases

Surprise customers in your club or VIP membership with gifts depending on their loyalty tier. While this workflow doesn’t have a template or built-in action in Cleverific, it follows a similar format.

Here’s how to get set up:

  1. Create your free promo item in Cleverific

  2. Copy the Action ID

  3. Navigate to Shopify Flow

  4. Choose a trigger for your workflow

  5. Choose your loyalty tier with Order customer tags (e.g., VIP)

  6. Paste the Action ID for your free promo

Once you’re finished, remember to turn on your workflow!

This option is great for:

  • Creating buzz around exclusivity

  • Incentivizing customers to become a member

Now take it to your store

Start your season of promotions right. Once you've set up and turned on these workflows, you won't have to touch anything at all to continue to delight your customers with that extra holiday goodness.

Interested in more promotion ideas? Get a broad overview of your options and let us know at support@cleverific.com which ones you're itching to get the details on.

If you’re interested in Shopify Flow but don’t have it yet, check out our free trial with 30-days money back guaranteed:

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Your guide to getting your customer service team ready for BFCM and the holidays

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6 promo ideas you can automate for BFCM and holiday sales