Shopify Plus lets you spend more time on your business development and less time ensuring your website functions the way your customers need it to.
The Plus only feature, Flow, is a condition based builder that allows you to set up automatic workflows using triggers, conditions and actions. These workflows can help to automate most manual tasks completed within your Shopify account.
As Flow is comprised of a multitude of different conditions, these buildable workflows are limited only to your imagination!
Use Flow to Tag Repeat Purchasers and Surface Buyer Data in Customer Notes
Keeping a close eye on your customer data is crucial, especially when it comes to measuring customer loyalty and retention.
Using Shopify Flow, you can easily track and monitor your repeat purchasers. You can set up a workflow to automatically tag customers that have placed 2 or more orders on your online store. This customer data can be used not only for your own internal segmentation and reporting, but also exported as a Facebook custom audience or email newsletter group for future targeted promotions and customer communications.
Set up your automation to tag repeat customers and update order notes
1. Define a trigger to prompt a workflow to initiate.
Start by navigating to the menu on the right to view all possible triggers. For the purpose of this workflow, select order paid.
2. Add a condition to define where you would like the automation to start
In this workflow, we have selected orders count as our condition, as we want the workflow to be triggered when a customer has placed a certain number of orders on our online store. This is so that you can identify your repeat purchasers. From the menu on the right-hand side, scroll down to the order customer section and select orders count.
Next, you must specify a rule for your condition. For this specific workflow, select greater than or equal to from the available options, and specify your minimum order count.
3. Initiate an action when a customer exceeds a certain order count
After you have defined your rule, you will need to define an action for the then condition by selecting add action and navigating to the menu on the right to select an option.
In this workflow, we’ve opted to add tags to those customers who have made a certain number of purchases. Not only is this customer data useful for customer segmentation and reporting, but also for marketing activities such as creating a custom audience Facebook or a segmented email newsletter group.
Select add customer tags from the menu on the right, then type your desired tag into the field. We’ve opted to tag customers with ‘2 or more orders’, seeing as our minimum order count is 2.
You can set up multiple actions at this stage. Within this workflow, we have also decided to update the customer note to include the customer’s order details and their order history. This is valuable data that can be used to further scale your business.
Select add action underneath your first condition, then select update customer note from the available options. You’ll then need to add a customer note in the message box.
You can also select add template variable to provide your team with additional information regarding the customer and their order history. For this workflow, we have opted to alert our team of the customer’s order count, their average order value as well as their lifetime spend.
Unsure what to do in Flow?
We’re creating new workflows all the time, below you’ll find some more helpful workflows:
- Use Flow to Segment Your Customers That Convert Quickly
- Using Shopify Flow to Automate Your High Risk Order Reviews
- Use Flow to Reward Your Top Customers
- Use Flow to Automate Your Inventory Management and Reorder Low-Stock Products
If you’re new to Flow or having trouble setting up a workflow, feel free to contact us! Elkfox are Shopify Plus Experts, we’re here to help.