Using Customer Tagger as a Trigger in Shopify Flow

Please Note:

This article is only relevant to Merchants who are on our EXTRA plan.

 

How does the Customer Tagger Shopify Flow Connector Work?

Once Customer Tagger has finished tagging a customer, a workflow will be Triggered by Customer Tagger in Shopify Flow. The workflow will check the customer against the Conditions that you have specified, e.g. whether a specific tag had been applied to the customer. If the Conditions of the customer are met, then the Action that you specify in the workflow will then be executed.

There are a wide variety of Shopify Flow Actions available, such as sending an admin email or even applying another tag to the customer.

Here's a simple illustration of how the Customer Tagger Trigger in a Shopify Flow workflow would work:

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Built-in delay

We have built-in a 30-second delay from the time that Customer Tagger has finished processing the order to when it sends the Trigger through to Shopify Flow. This allows other 3rd party apps to make any necessary changes to an order or customer and ensures that any small delays in updating the Shopify API are taken into consideration.

Enabling the Shopify Flow connector feature

Within the main navigation of the Customer Tagger app, you will see a new link called Flow Connector:

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Click on Flow Connector and you will be presented with some information about the connector and the ability to upgrade your plan to enable the Flow Connector feature.

Once upgraded, that's all you need to do within the Customer Tagger app and you will then need to head over to the Shopify Flow app within Shopify Admin Apps.

Creating the Shopify Flow workflow

In this example, the Merchant has already set up a Customer Tagger workflow to tag customers with First Order if this is the customer's first order with your store:

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We are therefore going to set a condition in Shopify Flow to check if the Customer associated with a new Order contains the First Order tag and, if it does, we then want the workflow to take the following Actions:

  1. apply a tag named Welcome insert to the Order
  2. remove the First Order tag from the Customer.

It is a basic example, but hopefully, it will demonstrate what can be achieved with Customer Tagger and Shopify Flow.

Ok, so let's begin.

Within Shopify Flow, click on the Create workflow button:

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Click on Add trigger

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From the right-hand side, scroll down until you see the Customer Tagger section and select the Order Processed Trigger within that section:

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You will now need to add and then select a Condition.

Click on Add condition:

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On the right-hand side, click the Select dropdown to reveal the available Conditions to choose from:

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Type in the word tag to reveal a shortlist of related Conditions:

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Under the ORDER/CUSTOMER subheading, select the option:

Tags - A comma separated list of tags that have been added to the customer.

You will then see that customer tags has been set as the Condition type for this workflow:

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Return to the right-hand side of the Conditions selection area and click on the next Select dropdown and select the Any of order customer tags match the following option: 

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You will see that the workflow's "IF" Condition has been updated:

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Return to the right-hand side of the Conditions selection area and click on the next Select dropdown and select the is equal to option: 

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Once again, you will see that the workflow's "IF" Condition has been updated:

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Return to the right-hand side of the Conditions selection area and type in First Order. You will see that the workflow's "IF" Condition will update to reflect the name of the tag that you have typed:

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Now that the workflow has a Condition to match if the customer's tags contain the First Order tag, we now need to add an Action.

The first Action that we are going to take is to Add a tag to the Order associated with this Customer Tagger Trigger.

Let's add that Action now.

Click on the add action button to the right of the Condition that you have just created:

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On the right-hand side of the app, you will be presented with a list of Actions to select from. Under the Shopify Actions section, select the Add order tags option:

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The workflow will be updated with the Add order tags action and you will then be prompted to specify the name of the tag that you would like to add to the order:

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In this example, we will add in the Order tag name Welcome insert:

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As part of this workflow, we now need to remove the First Order Customer tag so that the next time this Customer places an order and the Customer Tagger Trigger is received by Shopify Flow, the conditions of this workflow will not be met. Let's remove the First Order customer tag with another Action.

Click on the add action button underneath the Action that you have just created and on the right-hand side of the app, you will be presented with a list of Actions to select from. Under the Shopify Actions section, select the Remove customer tags option:

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The workflow will be updated with the Remove customer tags action and you will then be prompted to specify the name of the tag that you would like to remove from the customer:

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On the right-hand side, enter the tag name First Order:

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Now hit Save in the top right-hand side of the page:

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Give your workflow a Title:

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And then hit the Save button.

Please note:

Although your workflow has been saved, it is not yet enabled, however, before enabling your workflow, we suggest that you preview it to ensure it will work as intended.

 

Previewing your workflow

In a separate browser tab/window, find an order in your store that you feel should qualify for the workflow that you have just created. Remember the order name/number and return to the Shopify Flow workflow that you have just saved.

Click on the Preview workflow button in the top left of the screen:

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Enter the name/number of the order and the tag name that needs to be on the order to see if it workflow will run as intended, in the case of this example, the First Order tag. Please be aware that the preview will not send out any email or HTTP messages if you have configured them in your workflow:

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You will then be presented with a summary of how the workflow ran in your store:

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Once you're happy with the Preview results, then you are ready to enable the workflow.

Enabling your workflow

If you are still in the editing screen of your workflow, then you can enable the workflow by toggling the enabled/disabled button in the top right-hand side of the screen:

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If you are in the workflow summary screen, you can enable the workflow by toggling the enabled/disabled toggle just underneath the Edit workflow button:

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That's it! Your Customer Tagger Trigger is now live and part of your workflow!

Need any help, or something slightly different?

Do you need any help setting up a workflow with our Customer Tagger Trigger? Do you have another Shopify Flow requirement that Customer Tagger can help with?

If the answer is yes to either of these, then please feel free to get in touch.

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