XFlow App
XFlow App

Tag VIP customers based on purchase history

2 min read
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Before you begin

Not sure where to use this template? Check out Get started with workflow templates library

About this template

Automatically tag new subscribers as VIP if they have made more than 5 orders or spent more than a threshold amount. This helps segment high-value customers for exclusive offers.

Step-by-step guide to set up this template

Trigger – New customer sign up

This trigger activates the workflow when a user submits a Notify me form on your store (not during checkout).

πŸ“ Learn more about triggers: Understanding workflow triggers
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Condition – Customer criterias: Order count

Set the condition to: Order count β†’ Greater than β†’ 5. This checks whether the customer has placed more than 5 orders.

πŸ“ Learn more about conditions: Workflow condition: Customer criteria
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Action – Add customer tags

Enter VIP in the tags field. The action is applied on the True branch.

πŸ“ Learn more about actions: Understanding workflow actions
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On the False branch, no additional steps are added. This means that if the customer does not meet the condition of having more than 5 orders, no action will be taken.

Once the workflow is active, any subscriber with more than 5 orders will be automatically tagged as VIP.

🌟 Pro Tip:

  • Adjust the order count threshold to match your VIP criteria.
  • Use the VIP tag to trigger exclusive campaigns, discounts, or early access offers.
  • Review tagged customers periodically to ensure the criteria still fit your business goals.

Common use cases

The Tag VIP customers based on purchase history workflow template is commonly used when:

  • You want to identify and segment loyal customers automatically.
  • You offer exclusive rewards or perks for VIP customers.
  • You want to personalize marketing campaigns based on customer value.
  • You want to reduce manual work when managing customer segments.
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