Shopify Flow: Fairing and Ordersify to Automate Your 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 Ordersify: Automation Tags?

Ordersify: Automation Tags is a powerful Shopify app that automates the process of tagging products, customers, and orders. It helps businesses create custom rules for automatic tagging, such as tagging orders based on payment status, shipping method, or product attributes, and tagging customers based on purchase behavior. This saves merchants time by eliminating manual tagging, ensuring data is always organized and up-to-date.

For example, businesses can automatically tag high-value customers, orders that require urgent fulfillment, or products that need special handling. This automation makes it easier to segment customers for personalized marketing, streamline order processing, and manage inventory more effectively.

Ordersify’s real-time syncing with Shopify ensures that as soon as a trigger event occurs (e.g., a new order or customer activity), the tagging is instantly applied, allowing businesses to react faster to changing needs. By automating these tasks, businesses can increase efficiency, reduce human error, and focus on growth-driven activities rather than repetitive manual processes.

Ultimately, Ordersify delivers value by enhancing operational efficiency, improving workflow accuracy, and providing a foundation for better data-driven decision-making. This app also integrates with other tools in the Shopify ecosystem, like Fairing, allowing users to combine tagging automation with other business processes, such as email marketing and customer service, for a more seamless experience.

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 Ordersify.
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 Ordersify Action

6. Thereafter, we set the final action. Once clicked, search for ‘Ordersify’. This will allow you to select one of Ordersify’s actions:
   1. Tag customers with defined rules
   2. Tag orders with defined rules
   3. Tag products with defined rules
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 Ordersify 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:

CRO

Trigger	Condition	Action
New survey response	Customer answers CRO question	Tag order as high priority to signal to technical team to go and fix the issue immediately
New survey response	Customer answers CRO question	Tag customer to segment them out so that your business can offer a solution or apology to them to bolster customer experience

NPS

Trigger	Condition	Action
New survey response	Customer is detractor	Tag customer as detractor to monitor progress of NPS when you run campaigns in the future
New survey response	Customer is passive	Tag customer as passive to also monitor progress to try bump them up to promoters
New survey response	Customer is promoter	Tag customer as promoter to monitor and maintain status, and use list created to send incentives to promote more regular purchases

Research

Trigger	Condition	Action
New survey response	Customer answers demographic research question	Tag customers to answer to build out customer profiles. This can be for future promotional campaigns or just as guides for future product launches. Similarly, tag orders to answer to see what they ordered according to their customer profiles
	Customer answers pricing question	Tag answer to product for pricing analysis in the future

Personalization

Trigger	Condition	Action
New survey response	Customer answered personalization question	Tag order to answer to understand what their orders are like and if it aligns with their interests (questions have to be somewhat related to the products available)
	Customer answered demographic personalization question	Tag customer to answer to segment them and build out customer profile
	Customer provided an 'Other' response	Tag responses to create a list of "Other" responses

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!