Getting started with Customer Tagger

The Customer Tagger aims to help Merchants to create dynamic customer segments by tagging customers based on their spending habits and buyer behaviour. These segments help to shape Merchants marketing strategy throughout the various stages of the customer lifecycle.

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What is Customer Tagger?

Customer Tagger allows you to define workflows that will be run against each new order placed in your store. The workflows will analyse the order and customer data associated with the order and if your workflows match the order or customer criteria that you have specified, then the Tag or Tags that you define in your workflows will be applied to the Customer.

Customers can then be filtered by tag within the Shopify Admin Customers view to create a Customer Group

If you use an Email Sending Platform (ESP) that integrates with Shopify (MailChimp, Klaviyo etc.), then the tags that are applied by Customer Tagger can also flow through into the corresponding customer profile in those platforms.

Customer tags can be seen by viewing the customer record in the Shopify Admin Customers area.

You will see the Tags section at the bottom of the right hand column:

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Why do merchants use customer tags?

Here are just some of the ways in which Merchants use Customer Tagger:

  • Highlight first-time customers
  • Highlight customers that used a discount code
  • Highlight customers that purchased from a particular collection
  • Highlight customers that purchased a particular product
  • Highlight customers with a lifetime spend greater than or less than a certain amount
  • Highlight customers that spend greater than or less than a certain amount in a single order
  • Highlight customers who arrived at your store from a particular UTM campaign
  • Highlight customers who purchased from you during BFCM
  • Highlight customers who purchase from your sale items
  • Highlight customers that have previously requested refunds

For some in-depth examples, please take a look at some of our use cases in our knowledge base.

Creating Tagging Workflows

Creating a new tagging workflow with Customer Tagger is very straight forward.

Selecting a trigger

First, you need to define a workflow trigger that determines when the workflow is applied. In most cases, it will be when a new order is created:4-workflow-trigger-CT.jpg

Once you've selected the trigger, you then need to select the criteria that your workflow will be based on.

For more information about each of the available workflow triggers, read our article on workflow triggers.

Selecting the Criteria

We have a wide range of workflow builder criteria that can be combined to create complex tagging workflows. These are broken down by category to help find the criteria you need when building a workflow.

Applying Dynamic and Fixed Tags to customers

Some criteria will allow you to check the values of certain attributes within an order and then apply those values as a customer tag if they meet the conditions of the criteria.

Other criteria just look for a true or false condition and the workflow builder will then let you specify the fixed tag that you wish to apply to customers matching that criteria.

The workflow builder can also be used to apply dynamic tags to customers by just applying the value of certain attributes as a tag to ANY customer that meets the trigger that you specified.

Delaying your workflows

There are many Shopify apps that may need to update a customer record after an order is placed. Quite often, two or more apps will be trying to perform an update at the same time. This will result in some of the data being overwritten.

As Customer Tagger performs tagging in a matter of seconds, adding a delay to when we run your workflows can prevent clashes with other apps.

We have a global Delayed Tagging feature that can be used to specify a short delay if you think this may be an issue for your store. You can find this feature within the settings area of the app.

Backdating

Customer Tagger also has a backdating feature that allows you to apply some or all of your workflows against your previous orders.  Backdating allows you to analyse past behaviour to find patterns that can influence your marketing spend or purchasing decisions.

Backdating is not included in the Customer Tagger monthly subscription fee, but is an additional per usage paid service that we offer.

We charge $10 for the first 1000 orders that we process, followed by $2 for every 1000 orders that we process thereafter.

You can pay for and kick-off a backdating job from within the app once you have set-up and tested your workflows.

For more information, read our article on backdating.

Scheduling tag removals

As well as applying tags to your customers, Customer Tagger workflows can be configured to remove those tags at a time interval that you specify within the workflow

After the set period of time, Customer Tagger will automatically go back to that customer and remove ALL of the tags that were applied by the workflow.

How do I filter and segment customers?

We have a few articles that are useful if you need help learning how to filter customers in the Shopify Admin area and how to save a Customer Group for use with Shopify Email and for creating discount codes:

What if I need a criteria which isn't in the list?

If there is a criteria that you need that is not covered by the conditions in the workflow builder, please contact us to discuss your requirements. If what you are asking for is possible, we will work with you to schedule adding the criteria or feature into the app.

Need any help?

If you have any questions about Customer Tagger, or need any help, then please do just get in touch.

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