Flow Automation: Add Customer Tag

In Flow Automation, you can use the Add Customer Tag action to automatically tag customers based on your defined conditions. This helps you streamline customer management workflows, including customer segmentation, preference profiling, and personalized marketing.

Field Explanation

When configuring the Add Customer Tag action, you can assign one or more tags to a customer. You may adjust the tagging conditions and tag names as needed. The field is explained below:

Applicable Workflows

The Add Customer Tag action can be used in workflows triggered by the following events. Click any trigger below to view its setup guide:

• Abandoned Checkout Update
• Product Purchased
• Bulk Customer Operation
• Cancel Order
• Enable Customer
• Customer Subscription
• New Member Registration
• Order Creation
• Draft Order Creation
• Order Refunded

Example Use Case

Here is a practical example of using the Add Customer Tag action to tag [Dormant High-Value Customers]:

• Trigger: Bulk Customer Operation
• Condition: No purchases in the past 30 days, but total spending exceeds $500
• Action: Add customer tag [Dormant High-Value Customer]

Available Templates

Below are some common workflow templates that include the Add Customer Tag action. You can import and customize these templates as needed:

• Tag customers as [Unsubscribed] after they cancel their subscription: When a customer cancels their subscription, the system automatically tags them as [Unsubscribed] or [Churned] for follow-up retention campaigns via marketing tools.
• Tag offline customers as [Offline Customer]: Customers who complete purchases via retail or offline channels are tagged automatically for exclusive offline promotions.
• Tag refunded customers as [Refunded Customer]: When a customer requests a refund, they are tagged as [Refunded Customer] for future risk tracking.
• Tag registered users to differentiate from visitors: Use tags to distinguish registered users from visitors, which can support conversion-oriented campaigns.
• Sync product tags to customer tags: Product category tags (e.g., [Baby & Kids], [Electronics]) are synced to customers based on their purchase history for smarter recommendations (e.g., customers who bought [Fitness Equipment] will receive protein supplement promos).
• Tag dormant high-value customers: Filter customers who haven’t purchased in the past 30 days but have spent ≥ $500 overall, then apply retention strategies accordingly.
• Tag customers by preferred currency: Based on past payments, identify the customer’s preferred settlement currency to optimize pricing and conversions.
• Tag active high-value customers: Tag customers who placed ≥ 3 orders and spent ≥ $800 in the past 30 days to deliver better support and premium campaigns.
• Tag customers by country based on shipping address: Frequent shipping locations can help build geo-profiles and push region-specific messages and policies.
• Tag based on gender-related keywords in purchases: When a customer purchases products containing keywords such as "women," "female," "ladies," or "her" in the product name, the system automatically tags them as [female]. This tag can be used to support gender-targeted promotions such as Women’s Health Month campaigns or personalized product recommendations.
• Segment customers by spending tiers: Customize tag logic to classify customers into tiers such as [High Value], [Mid Value], etc., based on total spending.
• Tag customers as [First-time Buyer] after their first purchase: Once a customer completes their first paid order, tag them to support conversion and lifecycle tracking.
• Tag staff accounts as [Employee]: Use email domain suffixes to identify staff members and tag them accordingly for internal use or testing segmentation.
• Tag high-spending customers as [High-value Customer]: Automatically tag customers who meet specific order count and total spend thresholds to support personalized retention efforts.
• Tag repeat purchasers as [Repeat Buyer]: Define your own order frequency and timeframe conditions. The system updates the tag in real-time to support loyalty programs such as coupon pushes or birthday gifts.
• Tag customers with specific items in abandoned carts: When abandoned orders include certain items, automatically tag the customer to support re-engagement campaigns or flash sale stock recovery.