Track CustomFit-Influenced Orders in Shopify
This guide explains how to set up Shopify Flow so you can automatically tag orders influenced by CustomFit and then easily find those orders inside the Shopify admin.
What this setup does
Once the workflow is installed and turned on, Shopify Flow will automatically add tags to orders based on the CustomFit experience or behaviour associated with them. You can then go to your Orders section in Shopify and filter orders using those tags. Shopify supports order tags and lets you filter orders by tagged orders from the admin.
Before you begin
Make sure that:
Your Shopify store is active, and you have access to the Shopify admin.
CustomFit order tagging is already enabled on your store.
You have permission to install apps in Shopify.
You have the CustomFit Flow template file ready for import.
Shopify Flow is installed from the Shopify App Store and then accessed inside the Shopify admin.
Step 1: Install Shopify Flow
Shopify Flow is Shopify’s automation tool that lets you run workflows based on store events such as order creation.
How to install
Log in to your Shopify admin.
Open the Shopify Flow app listing here: Shopify Flow app: https://apps.shopify.com/flow
Click Install.
Complete the installation steps in Shopify.
After installation, you can access Flow from your Shopify admin under Apps > Flow.
Step 2: Download and import the CustomFit workflow template
Follow the steps below
Download the CustomFit Order Influence Tagger template from here.
In Shopify admin, go to Apps > Flow.
Open Shopify Flow.
Choose the option to Import a workflow.
Upload the downloaded template file.
Wait for the workflow to appear inside Flow.
What to check after import
After the template is imported, confirm that:
The workflow is visible in Shopify Flow
The workflow name is CustomFit.ai Experience Order Tagger
The workflow has been imported without any errors
Step 3: Activate the workflow
Importing the workflow alone is not enough. The workflow must be activated before Shopify Flow starts processing new orders. Shopify Flow lets merchants turn workflows on and off from within the app.
How to activate the workflow
Open Apps > Flow in Shopify admin.
Open the imported workflow named CustomFit.ai Experience Order Tagger.
Review it once.
Click Turn on workflow.
Make sure the workflow status shows as active.
Step 4: How the workflow works
Once the workflow is active, it starts monitoring newly created orders.
What happens in the workflow
When a new order is created:
The workflow checks the order for CustomFit experience data.
If the required CustomFit information is present, the workflow prepares one or more tags.
Those tags are added to the Shopify order automatically.
Shopify Flow includes an Add order tags action specifically for this purpose.
Example
If a shopper places an order after interacting with a CustomFit experience, the order may be tagged with a CustomFit-related tag. This makes it easier for your team to later search and review those influenced orders from Shopify admin.
Step 5: View CustomFit-influenced orders in Shopify
Once tagged orders start coming in, you can view them from the Orders section in Shopify admin. Shopify allows order lists to be filtered by tags.
Log in to your Shopify admin.
Go to Orders.
Click the search or filter area and select the Tagged with from the dropdown options.
Enter the tag value you want to filter by. For example, CustomFit_Price_fixes_1_v1
Apply the filter.
You should now see the list of orders that were tagged by the CustomFit workflow.
Step 6: Save a filtered view for faster access
If your team wants to regularly review influenced orders, you can save the filtered order view in Shopify.
Shopify supports saving filtered order views for repeated use.
How to save the view
After applying the CustomFit tag filter in Orders, click Save.
Give the view a clear name, such as: CustomFit-Influenced Orders
Save the view.
This makes it easier to revisit the same filtered list later.
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