Shopify Flow: Automate Your Marketing with Omnisend Email Marketing

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 Omnisend Email Marketing & SMS?

Omnisend Email Marketing & SMS is a comprehensive marketing automation platform designed specifically for eCommerce businesses. It enables merchants to create highly targeted and personalized email, SMS, and push notification campaigns that drive customer engagement and increase sales. With its user-friendly interface, Omnisend allows businesses to easily segment customers, build automated workflows, and deliver personalized messages based on customer behavior and preferences.

By integrating seamlessly with Shopify and other major eCommerce platforms, Omnisend helps businesses streamline their marketing efforts, improve customer retention, and drive revenue growth. Its advanced analytics provide valuable insights, allowing businesses to optimize their campaigns for better performance. The platform’s ability to deliver multi-channel messaging through a single tool makes it an essential solution for businesses looking to create meaningful customer experiences and maximize their marketing impact.

In addition to its email and SMS capabilities, Omnisend offers advanced features like pre-built templates, A/B testing, and automated workflows that save time and increase marketing efficiency. Its drag-and-drop editor allows users to create professional, customized campaigns without needing technical expertise. Omnisend’s seamless integration with eCommerce platforms like Shopify ensures that businesses can easily manage customer data and personalize communication at every touchpoint. By using Omnisend, businesses benefit from improved customer engagement, higher conversion rates, and more effective marketing strategies, all through a single, intuitive platform.

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 Omnisend.
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 Omnisend Email Marketing & SMS Action

6. Thereafter, we set the final action. Once clicked, search for ‘Omnisend Email Marketing & SMS’. This will allow you to select one of Omnisend’s actions:
   1. Create or update the customer
   2. Track an event
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 Omnisend Email Marketing & SMS 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:

NPS

Trigger	Condition	Action
New survey response	Customer is detractor	Send email to check-in on consumer and offer any assistance through workflow. Incentives like coupon codes can be offered.
New survey response	Customer is passive	Send email to ask for feedback to see how your business can boost their NPS rating,
New survey response	Customer is promoter	Send email to ask for product reviews and offer incentives to promote their return

CRO

Trigger	Condition	Action
New survey response	Customer answers CRO question	Send an email apologizing for the inconvenience through a triggered custom event

Research

Trigger	Condition	Action
New survey response	Customer answered demographic research question	Create or update customer details

General

Trigger	Condition	Action
New survey response	Customer came from a specific UTM campaign	Send email to find out more about what drew them

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!