How to Automatically Fulfill Digital Products in Shopify

If you sell digital products like ebooks, software, or online courses on Shopify, automating fulfillment can be a game changer.

In this post, we’ll discuss the benefits of automating digital product fulfillment on Shopify and provide actionable tips for setting up and optimizing your own automated system.

Whether you’re an ecommerce veteran or just starting, automating digital product fulfillment is a smart move that can take your business to new heights.

Easily auto-fulfill digital products by SKU in Shopify with this MESA template

MESA Template ID

auto-fulfill-shopify-line-items-by-sku

Step-by-step Guide: Auto-fulfill Shopify order line items by SKU

Time needed: 5 minutes

This workflow automates the fulfillment process of specific line items in a Shopify order based on SKU. It checks each line item, fulfills those with a specific SKU, and adds a tag to the order for tracking.

  1. Order created

    When a new order is created in Shopify, the workflow is triggered to begin processing the order details.Order Created

  2. Loop over line items

    Each line item in the order is individually processed in a loop to check for specific conditions that would allow it to be automatically fulfilled.Loop over line items

  3. Is it the auto-fulfillable SKU?

    The built-in Filter tool checks if the line item’s SKU matches the designated auto-fulfillable SKU and whether its fulfillment status is empty.Is it the auto-fulfillable SKU?

  4. Create order fulfillment

    For each line item meeting the criteria, an order fulfillment is created using the order’s ID and the line item’s ID and quantity, updating the fulfillment status in Shopify.Create order fulfillment

  5. Turn “On” this workflow

    Be sure to run your workflow once to make sure it’s fulfilling and tagging the right order items. Then, turn “On” this workflow to have it run automatically any time a new order is created in Shopify.  How to Automatically Fulfill Digital Products in Shopify

MESA Template ID

auto-fulfill-shopify-line-items-by-sku

Tips to successfully automate digital product delivery

To make your digital product automation on Shopify seamless and efficient, consider these best practices:

Organize your digital inventory with clear SKUs 

A well-structured SKU (Stock Keeping Unit) system is essential for managing digital products efficiently. For example, by assigning a unique and descriptive SKU to each item, you can easily locate specific files, which helps streamline organization and ultimately minimizes fulfillment errors.

When setting up your SKU system, consider including product type, version, or release date. For example, an ebook SKU might look like this: “EBOOK-GUIDE-MEDITATION-2023.” This clear and concise format allows you to easily distinguish between different products and versions, streamlining your fulfillment process.

MESA Template ID

sell-downloadable-products-on-shopify

Monitor fulfillment notifications

Keeping an eye on your digital product fulfillment status is key to identifying and resolving any issues that may arise. Shopify sends automated notifications to keep you informed about the status of your digital product deliveries so you can track successful and failed attempts in real time.

Make it a habit to regularly check these notifications and keep an eye out for problems like:

  • Bounced emails: If a customer’s email is invalid or their inbox is complete, the download link won’t reach them.
  • Broken file links: Double-check that your notification download links point to the correct files, preventing customer confusion and support requests.

By monitoring your fulfillment notifications, you can catch any issues before they become big problems that hurt your customers’ experience and your brand’s reputation.

MESA Template ID

auto-fulfill-non-shipping-line-items-shopify

Provide product descriptions and instructions

To reduce confusion and support requests, you need to provide clear and detailed product descriptions and instructions for your digital products. Your product pages should include:

  • File format and size: Let customers know what type of file they’ll receive (e.g., PDF, MP3, JPEG) and the approximate file size so they can ensure they have enough storage space.
  • System requirements: If your digital product requires specific software or hardware to function correctly, state these requirements to avoid compatibility issues.
  • Download and installation instructions: If the digital product is more complicated than a simple download link, provide step-by-step guidance on how to download and access it.

By providing complete product information as well as clear instructions, customers can easily self-serve, which in turn helps reduce support requests for digital product access and usage.

Benefits of automated digital fulfillment

Streamlining your delivery process can increase customer satisfaction, save time, and scale your business without needing more staff.

Instant delivery = customer satisfaction

In the age of instant gratification, customers buying digital products online have high expectations for instant access. When customers get their digital products quickly after purchase, they feel valued and develop a strong positive association with your brand. This increased satisfaction can lead to long-term customer loyalty, repeat business, and positive word-of-mouth referrals—all of which contribute to your business’s growth and success.

Plus, instant delivery minimizes the need for customers to contact your support team about delayed or missing deliveries.

Save time by eliminating manual tasks

Automated fulfillment handles the entire delivery process, managing file uploads, email notifications, order status updates, and tracking. As a result, this hands-off approach frees up your time so you can focus on high-impact activities. By streamlining the tedious parts of digital fulfillment, you can dedicate more energy to initiatives that drive growth and set your brand apart in a competitive market.

Scale your business without growing your team

With an automated system, your business can handle spikes in demand and a more extensive customer base without sacrificing delivery time or accuracy.

This is especially useful for businesses growing fast or dealing with seasonal fluctuations. By removing the constraints of manual processing, you can seize new opportunities, add more products to your lineup, and maximize the potential of your digital product line.

Plus, automated fulfillment allows you to grow your revenue without the overhead of hiring and training more staff. This lean and agile approach to scaling is perfect for small businesses and entrepreneurs with limited resources.

Frequently asked questions

Can I mix physical and digital products?

Yes, Shopify allows mixed carts, but digital products should be set to auto-fulfill using the above workflow solution, while physical items require shipping.

What apps can help with auto-fulfilling digital products in Shopify?

Apps like MESA, SendOwl, and Shopify Digital Downloads automate digital product delivery and order fulfillment.

Are there settings in Shopify to enable auto fulfillment for digital downloads?

No, there are no native settings specifically for digital products in Shopify. You can set all items to auto-fulfill across your entire store but if you sell both physical and digital goods, you will need a workflow to assist in auto-fulfillment. Also, be sure to uncheck the “This is a physical product” on the variant/product so that shipping isn’t calculated.

What you should do now

Whenever you’re ready…here are 4 ways MESA can help you get more done:

  1. Sign up for MESA. The best way to get started is sign up for MESA today. Every plan includes the first 7-days free so you can be assured your workflow is running properly.
  2. Browse pre-made templates. Our customizable workflow templates are a great way to get started more quickly.
  3. Talk to our automation experts. If you need help personalizing any workflow template, guidance how to make any automation or, simply want us to make your workflow, we can help.
  4. If you know another merchant who’d enjoy reading this page, share it with them via LinkedIn, YouTube, Twitter, or Facebook.

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