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Can I tag a Shopify Order based on it's Message Attribution in Endear?
Can I tag a Shopify Order based on it's Message Attribution in Endear?

Modify your Shopify order data based on Endear attributions.

Updated over a week ago

Yes, this can be achieved using the Endear Triggers available in Shopify Flow. Shopify Flow is a Shopify app that allows you to create workflows that modify your shopify data based on specific triggers.

You can create a Shopify workflow that will let you tag your orders in Shopify using the Endear "Message Attribution Changed" trigger. Whenever a message attribution (a sale attributed to a message in Endear) is created, updated, or deleted, you can use that information to modify the order affected in your shopify instance.

Since we have these three distinct states, we need to account for all of them when creating our workflow.

How to create a workflow using the Message Attribution Changed

  1. Install both the Shopify Flow and Endear applications (Learn How)

  2. Add the Message Attribution Changed trigger.

  3. Add a condition to check if the message attribution is deleted or not.

    1. If the attribution is not deleted,

      1. We will add a condition to check if the tag we will be adding to the order already exists. This way we prevent orders from being tagged multiple times.

        1. If the tag already exists, we do not have to make any changes.

        2. If the tag does not already exist, we will add a tag to the order.

    2. If the attribution is deleted, we will set an action to remove the tag from the order.

Here is a reference image of how the workflow should look.

Screenshot

Endear Trigger Properties

  • Days to convert

    • Number of days between message and order

  • Message id

    • ID of Endear message

  • Message type

    • Email or SMS message

  • Message sender id

    • ID of Endear user that sent the message

  • Message sender username

    • Username of Endear user that sent the message

  • Message sender email address

    • Email address of Endear user that sent the message

  • Message sender phone number

    • Phone number of Endear user that sent the message

  • Message sender first name

    • First name of Endear user that sent the message

  • Message sender last name

    • Last name of Endear user that sent the message

  • Message attribution id

    • ID of Endear message attribution

  • Message attribution create date

    • Create date timestamp of Endear message attribution

  • Message attribution update date

    • Update date timestamp of Endear message attribution

  • Message attribution is deleted

    • Whether message attribution is deleted

  • Message sender first name initial

    • First name initial of Endear user that sent the message

  • Message sender last name initial

    • Last name initial of Endear user that sent the message

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