Automate Fundlet Order Tagging for Campaign Segmentation

Manually identifying orders originating from specific Fundlet campaigns is time-consuming and prone to error, leading to missed opportunities for targeted post-purchase engagement. Without clear segmentation, you risk sending generic communications, diluting campaign impact, and making it harder to accurately analyze campaign ROI.

This Flow instantly solves this by starting when an **Order is created**. It then intelligently checks the order's **custom attributes for a 'campaign' key**, allowing it to identify Fundlet-specific purchases. Finally, it uses the **Add order tags action** with Liquid logic to dynamically apply unique tags, ensuring every Fundlet order is automatically categorized for easy filtering and action.

• To automatically segment customers who purchased from a specific Fundlet campaign for targeted email sequences.
• To streamline fulfillment by quickly identifying and prioritizing orders with Fundlet products.
• To accurately track the performance and revenue generated by individual Fundlet campaigns in your order reports.

1. 1

   Create a new workflow in Shopify Flow, selecting 'Order created' as your trigger.

2. 2

   Add a 'Condition' block. Configure it to check if 'order.customAttributes' contains a key named 'campaign' with any value.

3. 3

   Add an 'Add order tags' action. Use Liquid logic: `fundlet_order_{{ order.customAttributes | where: "key", "campaign" | first.value }}`.

4. 4

   Ensure your Fundlet integration populates custom attributes on the order or line item with campaign identifiers.

What are Shopify custom attributes and how do they relate to Fundlet campaigns?

Custom attributes are additional data points associated with orders or line items. Fundlet, or similar apps, often use them to store campaign IDs or unique identifiers when a product is purchased, allowing Flow to read and act on this specific data.

How can I use these Fundlet tags for customer segmentation?

Once tagged, you can filter your Shopify customer list or order history by these tags. Export these lists, or integrate directly with email marketing platforms like Klaviyo to create highly targeted segments for post-purchase flows.

Can I tag orders based on the specific Fundlet campaign name?

Yes, the provided Liquid logic dynamically pulls the value from the 'campaign' custom attribute. If your Fundlet integration passes the campaign name or ID as this value, your tags will reflect that specificity (e.g., 'fundlet_order_summerlaunch').

What if my Fundlet campaign isn't populating order custom attributes?

If your Fundlet integration isn't automatically adding custom attributes to orders or line items, this Flow won't work. Check your Fundlet app's settings or documentation, or contact their support to ensure this data is being passed correctly.

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