Create a Customer Segment Based on Shopify Customer tags

Introduction:

Shopify customer tags allow you to classify customers based on their behavior, purchase history, loyalty status, or any custom labels added in your store. These tags make it easier to organize your audience and identify specific customer groups.

By creating a customer segment based on Shopify customer tags in AiTrillion, you can quickly filter and target customers who share common attributes—such as VIP members, repeat buyers, wholesale customers, or promotional subscribers. This enables you to deliver highly personalized email campaigns, SMS marketing, and automation workflows.

In this article, we will walk you through the step-by-step process of creating a customer segment using Shopify customer tags to improve targeting, engagement, and overall marketing performance.

Here are the steps to create a segment based on Shopify customer's tags:

Step 1: Go to Customers >> All Customers.

Step 2: Click on Create segment >> Add filter >> Search for customer tag

Step 3: Add the filter according to your needs and click on Done.

Step 4: Click on Apply filter.

Now, you will get the list of the customer's whose tags are available.

Step 5: Click on the Save segment button.

Step 6: Give a name to the segment and description (Optional), and click on Create segment button.

Now, the segment has been created, which can be used in a campaign or workflow. 

Important Notes:

• Customer segments are dynamic, meaning customers will automatically enter or exit the segment based on the selected filter conditions.

• Always click Apply filter to preview the filtered results before saving the segment.

• Use clear and descriptive segment names to easily identify them when selecting the audience for email campaigns.

• Review the total customer count after applying filters to ensure the audience size matches your campaign goal.

• Avoid using overly broad filters, as this may include irrelevant customers in your campaign.

• After saving the segment, you can use it directly in Email Campaigns, SMS Campaigns, and Automation Workflows.

• If the segment does not appear in the campaign audience list, ensure it has been properly saved.

• Regularly review and update segments to maintain accurate and effective targeting.

• Deleting or modifying filters in a saved segment may impact ongoing campaigns or workflows using that segment.

Next⏭️

Create lists to group customers

More Helpful Articles

Assign Customers in a List

Create Custom Fields

• Related Articles

• Assign loyalty points based on customer tags

  Introduction Assigning loyalty points based on customer tags allows you to reward specific customer segments automatically and create more personalized loyalty experiences. By using customer tags applied through Shopify, AiTrillion modules, or ...

• Loyalty points based on tags

  Introduction Awarding loyalty points based on customer tags allows you to create more personalized and targeted rewards within your loyalty program. By using tags, you can automatically grant points to specific customer groups, recognize special ...

• View Customer Tags

  Introduction: Customer tags help you organize and identify customers based on specific attributes, behaviors, or categories within your store. In AiTrillion, tags make it easier to segment your audience, personalize marketing campaigns, and manage ...

• Giveaway of loyalty points on newsletter signup and customer tags

  Introduction Rewarding customers for engaging with your brand is a great way to grow your loyalty program and increase long-term retention. With AiTrillion, you can automatically give away loyalty points when customers sign up for your newsletter or ...

• Create Custom Fields

  Introduction Creating custom fields allows you to capture and store additional customer information beyond Shopify’s default data. By setting up custom fields, you can map form submissions, Shopify attributes, and other store data directly to ...