Add customer tags
The Add customer tags action adds a tag to the customer that triggers the workflow.
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Fields
The Add customer tags action contains the following fields.
| Field | Description |
|---|---|
| Tags | The tags to add to an customer. Tags are not case sensitive. To add multiple tags, do one of the following:
|
Triggers
The Add customer tags action has a hidden field added to it by the trigger. This field, Customer ID, is set by default. The action can be used in workflows that start with triggers tha contain customers, including:
- Customer account disabled
- Customer account enabled
- Customer created
- Draft order created
- Subscription contract created
The action can also be used with triggers that contain an order because customers are associated with orders:
- Order canceled
- Order created
- Order fulfilled
- Order paid
- Order risk analyzed
- Order transaction created
- Fulfillment created
- Fulfillment event created
- Refund created
- Tender transaction created
API details
To learn more, review the tagsAdd mutation.
Common issues
Flow says that it added a tag but the tag isn't available in the Admin.
Reason: an app (typically) or Admin user overwrote the tag. This happens because many apps use the same events, such as Order created, as Flow. Flow often finishes first, and then other apps make edits that don't take into account the new tags.
Solution: the best solution would be for the app to have an action in Flow that you could call after Flow runs. If such an action isn't available, then you should contact the app to ask them how to avoid overwriting your tags. If you can't solve the issue with the app, then you can try inserting a "Wait" step in Flow to delay when Flow adds tags.
Templates
Add a birthday tag to customers
Tag customers who enter their birthday in ReConvert. View template
Add customer tag when order contains a certain fulfillment location
Shows how to get fulfillment location on an order and add it to a tag. View template
Add customer tags for all ordered product tags
When an order is created, adds customers tags for all of the product tags related to the line items in the order. View template
Cancel high-risk orders
Cancels orders flagged as high-risk, refunds and restocks the items, tags the order and customer, and sends a notification email. We recommend manually checking orders after cancellation. View template
Cancel orders if customer placed more than 5 orders today
Cancels orders if a customer places more than five orders within a single day. It checks the number of orders placed by a customer in the last 24 hours and cancels any orders exceeding this limit, tagging the customer for potential fraud. View template
Convert a customer metafield into tags for all customers
This workflow will backfill tags onto all of your customers based on a metafield value. It runs every hour and fetches up to 100 customers that do not have a "processed" tag. For each customer, it looks at the value of a custom.test metafield and adds it as a tag. The workflow also adds a "processed" tag so that it isn't returned in the next scheduled run of the workflow. To use the workflow, you will need to change the metafield namespace and key to match a metafield in your shop. View template
Create company on account approval
Requires the Helium Customer Fields app and Shopify Plus. This workflow will create a company, assign a company location (address), assign a customer as a company contact, assign a role to the contact, and copy Customer Field's metafield values from customer to company whenever a pending customer is approved in the Customer Fields app. View template
Organize customers by lifetime spend tiers
Add customer tags based on lifetime spend tiers for targeted loyalty and marketing communications. View template
Organize customers by order count tiers
Add customer tags based on order count tiers for targeted loyalty and marketing communications. View template
Prompt customer reachout for high value returns
Gain customer experience insights by tagging high value returns and prompting staff to contact customer. View template
Reward loyalty points and tag customers when they subscribe to a newsletter
Reward loyalty points in Rivo and tag customers when they subscribe to a newsletter. View template
Reward loyalty points and tag customers who add a tip
Add loyalty points via LoyaltyLion and tag customers who add a tip to their order. View template
Reward loyalty points and update VIP Tiers when customers start a subscription
Reward loyalty points, tag customers, and update VIP Tiers in Rivo when a customer starts a subscription. View template
Segment customers by purchase behavior
Tag customers by their buying preferences for personalization and targeted marketing purposes. View template
Segment first-time customers that converted quickly
Tag first-time customers that converted in under a specified amount of days, signalling high intent. View template
Send a thank you message and tag customers who add a tip
Send an SMSBump notification and tag customers who add a tip to their order. View template
Tag all customers with their point of sale location
When a customer purchase is recorded through the Point of Sale (POS) app, adds a tag with the location name. This can be useful for targeting marketing campaigns. View template
Tag and create a support ticket after a refund
Tag and create a support ticket in Gorgias after a refund. View template
Tag and track conversion of customers who order samples
Segment customers that ordered a sample and track if they converted into a full-priced purchaser at a later date. View template
Tag customer and order when created from draft order
When a new order is created, if the order came from the app named Draft Orders, adds a draft tag to the order and the customer. View template
Tag customer when they purchase a product subscription
When a subscription contract is created, wait 5 minutes for the subscription app to finish adding any tags, and then Add Customer Tags based on the subscription frequency (e.g., 1 MONTH). View template
Tag customers and award loyalty points to customers who pay with installments
Tag customers and award loyalty points in Swell to customers who pay via Shop Pay Installments. View template
Tag customers by preferred currency
Tag customers with the payment currency code used on every new order. View template
Tag customers eligible for educational discount based on email address
Segment customers that have ".edu" in their email address to offer educational discounts for that customer group. View template
Tag customers that have a chargeback
Every hour, this workflows gets orders with chargebacks and adds a tag to the customer for the order. Makes use of scheduled time trigger, get order data, and for each loop. View template
Tag customers that have created an account
Add a tag to customers that have created an account in your store. View template
Tag customers that have purchased in-person
Add a tag to customers that have made an order in person with Shopify POS. View template
Tag customers who have cancelled Smartrr subscription orders
Requires the Smartrr app. Add tags to a customer in Shopify when they have previously cancelled a recurring Smartrr subscription. View template
Tag customers with retail locations they've purchased from
Add the name of every retail location a customer has purchased from as a customer tag for easy segmentation. View template
Tag customers with the channel they found out about you from
Add the response to your Enquire Post Purchase Survey question "How did you hear about us" to customers to track attribution. View template
Tag employee customer accounts by email domain
Segment staff accounts to easily track sales or offer employee discounts for that customer group. View template
Tag first-time customers with their point of sale location
When a first-time customer purchase is recorded through the Point of Sale (POS) app, adds a tag with the location name. This can be useful for targeting marketing campaigns. View template
Tag new Smartrr subscription customers
Requires the Smartrr app. Add tags to a customer after a Smartrr subscription has been created. View template
Tag, thank, and reward loyalty points when customers purchase a subscription
Tag, reward loyalty points in Yotpo and send a thank you message via SMSBump when customers purchase a subscription. View template
Track and reward customers based on lifetime spend
Tag customers and award loyalty points via LoyaltyLion based on lifetime spend. View template
Use tags to segment customers based on their orders for last 6 months
When a new order is created, get the customer's order total and order count for the last 6 months, and then add tags to the customer. Makes use of Get order data, Count, Sum. View template
When a customer moves up a VIP Tier, update customer tags, reward points and send them an email
When a customer moves up a VIP Tier, update customer tags, reward points and send them an email through Rivo. View template