Tag VIP customers based on purchase history

Automatically identify loyal customers and assign them a VIP tag.

Before you begin

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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

1

Trigger – New customer sign up

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

📝 Learn more about triggers: Understanding workflow triggers

2

Condition – Customer criterias: Order count

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

📝 Learn more about conditions: Workflow condition: Customer criteria

3

Action – Add customer tags

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

📝 Learn more about actions: Understanding workflow actions

📝 Learn more about variables: Understanding personalization variables in email templates

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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