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Published:2024.11.30

Example of setting up a Shopify trigger [When a customer is added to a segment] to distribute a special coupon on your store when a customer matches a segment

Example of setting up a Shopify trigger [When a customer is added to a segment] to distribute a special coupon on your store when a customer matches a segment

Applications

  • DiscountEdit

How to implement

  • LIQUID
  • HTML/CSS
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Shopify Flow's segment addition and exit triggers are really useful.
For example, we have expanded the scope of automated services for valued customers who meet certain conditions, such as displaying special coupons in-store or sending emails to customers who have made five or more purchases.

◆Specific setup steps ① Creating a segment ・Create a new segment from Customers > Segments ・Set conditions such as "Number of orders over 5" ・Set an easy-to-understand segment name (e.g., VIP customers)
② Create an auto-tagging flow. Trigger: Select [When a customer is added to a segment]. Action: Add a customer tag (e.g., purchases 5 or more times).
③ Implement coupon display, customize the theme, add custom Liquid, and display coupons only to VIP customers who meet the conditions using conditional branching.

◆ Benefits of implementation: ・Improved customer loyalty ・Reduction of operational burden through automation ・Increased purchase frequency can be expected


[When a customer is added to a segment] Example of setting up a trigger to distribute a special coupon on your store when a customer matches a segment


[Setting Method 1] Creating a segment (e.g., orders totaling 5 or more times)


[Setup Method 2] Create a Flow that assigns customer tags with the trigger [When a customer is added to a segment]


[Setup Method 3 (for Rise/Dawn Themes)] Add a customized Liquid block to the header group section and insert the code.


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Sample Codes

Test Theme :Dawn/Rise 15.2.0

Add a customized Liquid block to the header group section and insert the code.

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