Flow Automation: Triggering Workflows When a Customer Becomes a Member – SHOPLINE Help Center

You can use the New member registration trigger in Flow Automation to start a workflow as soon as a customer becomes a member. For example, when a customer registers in your online store or when staff create a member in the admin, a tag can be automatically added to streamline member management. This automates routine tasks such as adding customer tags, assigning a membership tier, and updating counters, so your team does not need to handle them manually.

This guide explains when to use the trigger, how to test it end to end, and provides a practical example for automating communications and updates.

Supported Actions

The following actions are supported when using the New member registration trigger. Click on any action name to view its setup instructions:

[Customer] Update Customer Tag
[Customer] Update Customer Note
[Customer] Adjust Member Tiers
[Customer] Extend Expiration Date or Current Tier
[General] Update Counter
[General] For Each Loop

Testing the Workflow

To test a workflow triggered when a customer becomes a member, follow these steps:

From your SHOPLINE admin panel, go to Customers and click Add customer to create a test profile. (We recommend using a distinctive name or email address to easily identify the test customer later.)
Go to the SHOPLINE App Store to find and install the Member System app. Once installed, you'll find it in the Apps section.
Go to Member System > Membership, click Add level, and set up your store’s membership levels. For details on how to set up levels, please refer to the "Adding a New Membership Level" section of this Help Center guide.
To update the test customer’s membership level, go to Member System > Customers, select the test customer, then click Edit level.
Change the test customer’s status from guest (non-member) to a specific membership level.
Verify that the trigger works as configured in the Flow Automation app. For details on how to view flow execution results, please refer to the "How to View the Running of a Flow" section of this Help Center guide.

Example Use Case

Here is a practical example of using the New member registration trigger to automatically tag new members for segmentation:

Trigger: New member registration trigger
Action: Add customer tags

Available Templates

Here are some ready-to-use templates that incorporate this trigger. Click any template to view or apply it:

Auto-tag existing account holders for segmentation: When a customer becomes a member, either by registering in your online store or by staff creating the member in admin, this workflow is triggered. After the member is created, add customer tags for segmentation.
Add a [Staff] tag after employee registration: When a customer becomes a member, either by registering in your online store or by staff creating the member in Admin, this workflow is triggered. After the member is created, automatically check whether the email contains "shopline"; if it does, add the [Staff] customer tag to label staff accounts.