Welcome to this edition of Makro's Shopify Recap, where we explore the newest Shopify features designed to help your business enhance its operations, improve customer experiences, and drive more sales. As we continue through Q4 2024, Shopify has rolled out several updates that streamline workflows, improve security, and offer greater flexibility. Let’s dive into the benefits these updates can offer your business.

What’s New at a Glance:

• Automate Marketing Workflows with Customer Segment Changes
• Shopify Bundles Now Supported on POS
• Granular Staff Permissions for Gift Card Management
• Improved User Interface for Managing Company and Location Details

1. Automate Marketing Workflows with Customer Segment Changes

Shopify’s latest automation tools allow you to trigger marketing actions whenever customers join or leave specific segments. This makes it easy to send personalized messages without manual input. Simply create segments using your Shopify customer data, then set up automations based on those segments. Use Shopify's new templates in Marketing > Automations to quickly set up segments and workflows, or customize in Flow with your own customer data and segments.

Benefits:

• Enhanced Personalization: Automatically delivering relevant content based on customer segment changes ensures that your audience receives targeted offers and communications at the right time, increasing engagement and loyalty.
• Operational Efficiency: By automating these processes, you can focus on higher-level strategies while saving time on repetitive tasks.
• Improved Customer Experience: Automated recognition of customer milestones—like entering a VIP segment or celebrating a birthday—improves the overall customer journey through timely, thoughtful communications.

2. Shopify Bundles Now Supported on POS

With Shopify’s bundle support now extended to point-of-sale (POS) systems, retailers can seamlessly offer bundled products both online and in-store, providing a consistent shopping experience across all channels.

Just select “Point of Sale” as a sales channel when publishing a bundle, and it will be available on your POS system for easy in-store purchases.

Why Bundles?

• Increase Sales: Bundles encourage customers to buy more, boosting average order value.
• Clear Inventory Faster: Bundling helps move older stock by pairing it with popular items.
• Add Value: Customers enjoy bundled discounts, increasing satisfaction and loyalty.

Bundle Types:

• Fixed or Multipack: Create these with the free Shopify Bundles app, available on all Shopify plans.
• Mix-and-Match: For flexible bundles where customers can select items, you can choose a third-party app from the Shopify App Store that integrates with your POS system.

With bundle support on POS, you’re ready to bring the same offers and incentives from your online store to your physical storefront, creating a consistent experience across all sales channels.

Benefits:

• Increased Sales Opportunities: Offering curated product bundles can boost average order values and help move inventory faster, both online and in physical stores.
• Streamlined Operations: Having consistent bundle offerings across your eCommerce and POS platforms simplifies management and ensures customers have the same options no matter how they shop.
• Customer Attraction: Product bundles are an attractive way to offer discounts, bringing more foot traffic into physical stores and enhancing sales opportunities.

3. Granular Staff Permissions for Gift Card Management

Shopify now offers four specific permissions for managing gift cards, giving you more control over what each team member can do. Previously, there was just one setting that allowed staff to create, edit, export, and deactivate gift cards. Now, these actions are separated, letting you customize access with the following four new, more granular permissions:

1. View: Staff can see gift card details without the ability to make changes.
2. Create and Edit: Staff can generate and modify gift cards.
3. Export: Staff can export gift card data for reporting or other uses.
4. Deactivate: Staff can deactivate gift cards, controlling active balances.

For any team members who already had gift card permissions, all four new settings will be enabled by default, ensuring there’s no disruption. You can now adjust these individually as needed, providing greater security and control over gift card management.

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Benefits:

• Enhanced Security: Controlling access to gift card management protects your financial data and ensures that only authorized staff can perform certain actions.
• Operational Flexibility: Assigning specific roles and permissions to staff members improves the efficiency of gift card operations while minimizing the risk of errors.
• Scalability: As your team grows, having granular control over staff permissions becomes even more important for maintaining operational security and efficiency.

4. Improved User Interface for Managing Company and Location Details

Shopify has made the Company and Location details pages easier to use. Now, key information is presented in a more user-friendly and straightforward manner, helping you quickly find what you need. Custom settings are separated from regular info, so it’s simpler to manage and customize.

Plus, catalog management for each location has been improved to make things easier for businesses working with multiple locations.

Benefits:

• Improved Usability: The clearer, more intuitive layout makes it easier for users to manage company details efficiently, reducing time spent on administrative tasks.
• Better Customization Management: Separating customizations from standard information allows for easier access and management of key business details.
• Streamlined Operations: Enhanced interaction features for managing catalogs at various company locations improve workflows, ensuring accurate records and more efficient inventory management.

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Ready to Drive Sales Growth? - Unlock the Power of Bundles and Automations

Shopify’s latest updates for Q4 2024 are designed to help businesses operate more efficiently, personalize customer engagement, and drive higher sales. As a Shopify Plus partner, we at Makro Agency are committed to keeping you informed about the latest features and how they can benefit your business. 

Whether you’re looking to automate marketing workflows, offer bundled products seamlessly across platforms, or improve security with refined staff permissions, these features provide the tools you need to stay competitive in a fast-moving market.

Need expert advice on maximizing Shopify’s latest features? Makro Agency is here to help. Contact us today for personalized eCommerce solutions and tips to take your business to the next level! Let’s work together to enhance your eCommerce strategy and keep you ahead of the curve.