Fairing to Smile.io: Shopify Flow

Using Shopify Flow

Shopify Flow is a free application created by Shopify inside the app store. It empowers you to build custom automations that help you run your business more efficiently.

You’ll be able to create unique workflows without needing to code. This gives you more time to focus on growing your business.

Inside Flow, you can connect your apps together to complete even more jobs, and can support nearly any task you can think of. Learn all about it in our Quick Guide to Shopify Flow.

The workflow can be broken down into 3 main parts: a trigger, condition, and action.

Triggers

Workflow triggers are events that cause a workflow to run. In Flow, this will be an event that occurs in your workflow’s repository. You will establish this trigger in your set up.

Conditions

You can use conditions on workflow initiation, actions, and transitions. This is to give more specificity and personalization to your workflows.

Conditions can be a variety of things such as basic field/value comparisons, expressions, or formulas. You use conditions to restrict for whom or when a workflow initiates or actions and transitions execute.

Actions

Actions are the steps the workflow performs to complete a process.

You add the actions to define what you want the workflow to do. A workflow can include as many actions as you need, and to a variety of different applications inside Shopify Flow.

What is Fairing?

Fairing is a Shopify Plus Certified post-purchase survey (PPS) for marketing attribution that gives you actionable consumer insights. Businesses can harness real-time, zero-party data with survey responses provided directly from your consumers.

You can deploy survey questions inside your post-purchase experience, append each response to your customer’s order data and use the insights across your marketing stack. By simply creating a "How did you hear about us?" attribution PPS, your business stands to greatly improve your marketing ROI.

Fairing is also fully adapted to Shopify’s Checkout Extensibility upgrades—designed to enhance Shopify Checkout's speed, security, and customizability. This was followed by a deprecation of checkout.liquid and third-party scripts. These changes to Shopify Extensions enable merchants access to no-code customizations and to create bespoke checkout experiences.

What is Smile: Loyalty & Rewards?

Smile: Loyalty & Rewards is a comprehensive Shopify app designed to boost customer engagement and retention for online stores. The application offers a suite of features including loyalty programs, wish lists, reviews, and social proof tools.

With Smile.io, merchants can create customizable loyalty programs that reward customers for actions such as purchases, referrals, and social shares, enhancing brand loyalty.

Additionally, the wishlist feature allows customers to save and share their favorite products, encouraging repeat visits and purchases. Smile.io’s integration of these features helps stores build strong, lasting relationships with their customers while driving sales growth.

Setting it up

1. The first step is making sure you have signed up, downloaded, and set up the relevant applications in the app store. This includes: Shopify Flow, Fairing, and Smile.io.
2. Inside your store, go to your applications and go to Flow.

Figure 1: Setting up your Fairing Trigger

3. Once inside, select “Create workflow”. On the next page, select “Select a trigger”. For Fairing, we currently only have one operational trigger: “New survey response”.
4. At this point, you’ll be in Flow’s workflow screen. Here, search for Fairing and select “New survey response” as your trigger.
5. If need be, set conditions that suit your workflow (this is optional).

Figure 2: Setting up your Smile: Loyalty & Rewards Action

6. Thereafter, we set the final action. Once clicked, search for ‘Smile: Loyalty & Rewards’. This will allow you to select Smile.io’s actions:
   1. Send smile activity.
7. Once that has been done, add variables (also known as environment values) to give your workflow data to work on.
8. And voila, your workflow has been created!

Using Fairing to Smile: Loyalty & Rewards for your business

Fairing’s PPS questions spread across 5 categories—attribution, personalization, research, conversion rate optimization (CRO), and net promoter score (NPS). For this integration, we list some possible (but not exhaustive) use cases below:

Net Promoter Score (NPS)

Trigger	Condition	Action
New survey response	If customer is a detractor	Give X loyalty points and rewards to incentivize them to purchase from you again
New survey response	If customer is passive	Give 2X loyalty points
New survey response	If customer is a promoter	Give 1.5X loyalty points
New survey response	If customer is a promoter	Boost customer to higher VIP rewards program to thank them for being supportive of your business

CRO

Trigger	Condition	Action
New survey response	Customer lists an issue with CRO	Give customer X loyalty points, discounts, and/or coupons to thank them for providing feedback

Personalization

Trigger	Condition	Action
New survey response	Customer answered that the purchase was "A gift" or for someone else	Give bonus points, discounts, and/or coupons to motivate purchases for themselves

Explore Fairing's B2B SaaS solutions for eCommerce to see how we can help your business thrive. Book a demo today, or check out our 1-minute product demo to learn more!