Add customer tags automatically in Shopify | Helium Customer Fields

Everything you need to know about customer auto tagging in Shopify 🛍️
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Transcription
Customer tags are a great way to organize or segment your customers in Shopify. But if you use customer tags on your store, you understand their one BIG drawback.
**Tagging customers is a painstakingly manual process.**
Shopify doesn't offer extensive automation features for customer tagging out-of-the-box so you either need custom scripts to automate the tagging process based on certain conditions or triggers… or, you could use an app like Customer Fields.
Using Customer Fields, you can easily build a custom registration form and then tag customers in a variety of ways. You can
1) Dynamically tag customers based on a value they select
2) Tag all customers with the same value
3) Use form logic to conditionally tag certain customers
1. First, let’s tag customers with the value they select from a field.
Launch the form builder and find the custom field we want to auto-tag.
In the field editor, scroll down to 'Choices.' Underneath the list of choices for the field, check the box that says 'Tag customer with selected value'. 'Save' and now customers who have a value in that custom field will be automatically tagged with the value they choose for the field.
1. Now, we’ll automatically tag all customers with a specific value.**
This time when we select the 'Add rule' button to add a new form rule, we won’t add any conditions for the new form rule. Creating a rule with no conditions allows us to tag all customers who fill out this form once the form is submitted. In the action section, select 'add tag to customer' and type in the desired value for the customer tag. Add a relevant name for the new rule, 'save' and now customers will be automatically tagged with the defined value.
This method works great alongside Customer Fields’ account approval feature. This will ensure that only approved customers receive the tag, such as approved wholesale customers.
1. Finally, we can tag certain customers based on conditions we define.
Again, we’ll add a new form rule and filter who we want to receive this tag by defining rule conditions. In this case, we’ll tag users from certain US States with a region value we’ve defined. Select the 'add tag to customer' action and type in the desired value for the customer tag. Again, we’ll name our new rule, and save our changes.
And now you’re saving time and headaches with Customer Fields’ powerful tagging abilities. Still need help? I’ve linked a detailed help article (help.heliumdev...) in the description.
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[@jdanielortega]

If I tag a customer with a specific Tag, what actions can I do based on that tag?
Can i show or hide products based on the tag? or have different prices based on the tag?

[@heliumdev]

Absolutely! The power comes from assigning the tag to the customer at the time of registration. After that, the world is your oyster 🦪 You can accomplish both of these (hiding products/offering discounts to registered customers with specific tags) with some custom code, or couple Customer Fields with an app like Locksmith or Sparklayer and away you go 💪🏼

[@nickdemore1697]

Is this limited to the form fill out? I'm trying to figure out how to auto tag customers that have made their third purchase (3 units total, multiple orders over time).

[@heliumdev]

Great question 🧐
You are correct. In this specific case we're talking about tagging customers when they create a new account.
There is, however, a field in CF for number of orders (orders_count), so it should be possible to create a condition either in a CF form rule or use Shopify Flow to trigger a tag based on a number of orders.
It could be something like: trigger on order created, condition for number of orders, action to apply customer tag
I hope this helps 😊
If you have any further questions, don't hesitate to email us at [e-mail]

[@nickdemore1697]

@@heliumdev what do you mean Shopify Flow ? is that a native process in Shopify that allows you to create conditions that auto tag customers with that level specificity?