Flow Automation: Bulk Customer Lookup
By configuring specific lookup criteria, you can batch-filter customers that meet your desired conditions in the Flow Automation app. This article will guide you through how to set up lookup conditions and sorting rules for more precise customer management.
| Note: "Bulk operations" apply to existing data (such as products, orders, or customers), allowing you to select multiple records and perform batch actions like tagging or updates. |
Field Descriptions
| Field | Description |
| Lookup Condition | The criteria used to filter customers—for example, customers with the status "Registered." |
| Result Sorting | Sort results by customer creation time in descending order. |
| Maximum Result Limit | Up to 100 records can be returned per lookup. |
Applicable Workflows
This lookup executor can be used in workflows triggered by the following events. Click any trigger below to view its detailed documentation:
- Scheduled Time
- Batch Query Customers
- Product Purchased
-
Order Creation
Example Use Case
Run scheduled lookups to identify customers who meet specific conditions, and tag them accordingly. Below is a typical workflow configuration:
- Trigger: Scheduled Time
- Executor: Batch Query Customers
- Condition: Customers who haven’t placed an order in a long time (e.g., 6 orders or fewer)
- Action: Tag as [low-value customer]
| Note: When tagging customers, the system will add tags to their existing tags, it will not overwrite them. |