Flow Automation: Disable Customers via Blacklist

When a specific customer is added to the blacklist, the Disable Customer trigger will activate a workflow in the Flow Automation app. You can configure this workflow to automatically disable the customer and take further actions, such as sending email notifications to internal staff or updating customer tags.

Supported Actions

This section lists the actions available for use in the workflow. These actions help automate your operations and ensure quick responses once a customer is blacklisted. Click an action below to view its setup details:

• [Customer] Update Customer Note
• [General] Send Email Notification
• [Customer] Add Customer Tag
• [Customer] Adjust Membership Level
• [Customer] Extend Membership Duration
• [Customer] Update Counter

Testing the Workflow

You can simulate triggering the workflow using the steps below to ensure your setup works as expected:

1. From your SHOPLINE admin panel, go to Customers and click Add customer to create a test profile. (We recommend filling in fields like name or email to help identify the test customer later.)
   
2. From your SHOPLINE admin panel, go to Customers and select a specific customer to open their customer details page.
3. In the customer’s basic information section, click Add to blacklist to trigger the workflow.
   
4. Check whether the trigger works as expected based on the conditions configured in your workflow.

Example Use Case

Here’s an example to help you understand how to build an effective automation for disabling customers and notifying staff:

1. Trigger: Disable customer
2. Action: Send email notification to staff members