How to Automate Checkout Links with Shopify Flow

You've built a great checkout link — products pre-loaded, discount applied, maybe a pre-checkout page to go with it. Now you want to send it to your VIP customers. Or to everyone who bought from you last month. Or to anyone tagged "wholesale."

Until now, that meant exporting a customer list, importing it into Klaviyo or another email tool, and building a campaign around it. That's a lot of steps for what should be a simple thing: send this link to these people.

Checkout Links now has two Shopify Flow actions that handle this directly. No email platform required. No CSV exports. Just Flow.

The Two Flow Actions

Get Customers

This action pulls customers from your store based on one of three methods:

• Segment. Pick any Shopify customer segment — "VIP customers," "Repeat buyers," "Customers who haven't ordered in 90 days." The action fetches everyone in that segment.
• Tag. Enter a single customer tag like "wholesale" or "vip" and it pulls every customer with that tag.
• Customer query. Write a custom query using Shopify's customer search syntax. Something like tag:vip AND orders_count:>3 to get VIP customers with more than three orders.

The action returns the customer list to Flow so the next step in your workflow can use it.

Send Checkout Link

This action sends a checkout link via email to one or more recipients. You configure which link to send and the email template, then point it at the customers from a Get Customers step. Each customer gets a personalized email with the checkout link embedded.

The emails come from Checkout Links directly — no Klaviyo, no Shopify Email, no third-party tool in the middle.

What You Can Build with These

The power is in combining these two actions inside Flow's automation triggers. Here are the workflows that make the most sense.

Win-Back Campaign on Autopilot

Trigger: Scheduled — runs every Monday.

Get Customers: Use a customer query like orders_count:>0 AND last_order_date:<2026-03-01 to find customers who've bought before but haven't ordered in over two months.

Send Checkout Link: Send them a link with a 15% discount and their favorite product category pre-loaded.

This runs every week without you touching it. Lapsed customers get a nudge with a real incentive — not a generic "we miss you" email, but a one-click path to checkout with a discount already applied.

VIP Early Access

Trigger: Manual or scheduled — whenever you launch a new product.

Get Customers: Pull your "VIP" segment or tag.

Send Checkout Link: Send a link to the new product before it hits your store publicly. Include a VIP-only discount.

Your best customers hear about new products first, with a private link that nobody else has. The discount is baked into the link, so there's no code to share or leak.

Post-Purchase Upsell Sequence

Trigger: Order created.

Flow condition: Check if the order contains a specific product.

Send Checkout Link: Two days after purchase, send a checkout link for the complementary product. Bought the face cream? Here's a link to the serum, 10% off, already in your cart.

You don't need a Get Customers step here because the trigger already gives you the customer. The Send Checkout Link action takes the customer from the trigger directly.

Monthly Wholesale Reorder Reminder

Trigger: Scheduled — first of every month.

Get Customers: Tag mode, tag = "wholesale."

Send Checkout Link: Send each wholesale account their reorder link with their negotiated pricing applied.

Wholesale customers get a monthly email with a one-click reorder link. No logging into a portal, no rebuilding their usual order. Click the link, confirm at checkout, done.

Segment-Based Seasonal Promotions

Trigger: Manual — you start it when the promotion begins.

Get Customers: Use a segment like "Customers in California" or "Customers who bought swimwear."

Send Checkout Link: Send a link to your summer collection with free shipping for that segment.

Instead of blasting your entire list with a generic promotion, you target the customers who are most likely to care. Customers in warm climates get the summer sale. Customers who bought winter coats get the clearance link.

Setting It Up

Step 1: Create Your Checkout Link

Before you build the Flow, create the checkout link you want to send. Add the products, set the discount, and optionally build a pre-checkout page. Save it.

The link's shortcode is what you'll reference in the Flow action. You can find it in the link editor or on your links list.

Step 2: Build the Flow in Shopify

Go to Shopify admin → Apps → Flow. Create a new workflow.

Choose your trigger. For automated campaigns, use a scheduled trigger (daily, weekly, monthly). For event-based workflows, use an order or customer trigger.

Add the Get Customers action. Search for "Get customers" in the action list — it's listed under Checkout Links. Choose your mode (segment, tag, or query) and configure it.

Add the Send Checkout Link action. Search for "Send Checkout Link." Select the checkout link you want to send. For the recipients field, connect it to the Get Customers step above — Flow will pass the customer list automatically.

Step 3: Test and Activate

Run the workflow manually first with a small segment. Check that the emails arrive, the link works, and the discount applies correctly at checkout.

Once you're confident, activate the workflow. Flow handles the rest.

When to Use Flow vs. Klaviyo

If you already have Klaviyo running sophisticated email sequences with conditional splits, advanced templates, and detailed analytics, keep using it. Checkout Links integrates with Klaviyo too, and for complex multi-step campaigns, Klaviyo's purpose-built tooling is hard to beat.

But if you want to send targeted checkout links without setting up an email marketing platform — or if you're already using Shopify Flow for other automations — these actions let you do it natively. No extra app, no extra subscription, no learning curve beyond Flow itself.

The sweet spot is straightforward "send this link to these people" campaigns: win-backs, reorder reminders, VIP offers, seasonal promotions. Set them up once, let Flow run them.

Pricing

Both Flow actions are included in Checkout Links at $25/month. No usage fees, no per-email charges. The same flat price that covers everything else in the app.