Automate Order & Customer Tagging with Store Check-In Data

Manually sifting through order notes to identify check-in device or location data is incredibly inefficient, wasting staff time and delaying critical segmentation. This manual process often leads to missed opportunities for targeted marketing and personalized support, costing potential sales and diminishing customer experience. Without automated tagging, valuable insights are lost, hindering strategic decisions about inventory, localized promotions, and fraud prevention.

This Shopify Flow automation eliminates manual data entry by instantly tagging. When an `Order created` trigger fires, it `checks for a Store Check-In Device attribute` from custom fields. If present, it then `adds relevant device and location tags to the order` and `location tags to the customer record`, ensuring immediate segmentation and data enrichment.

• To segment customers for hyper-local marketing campaigns or regional inventory planning.
• To analyze order trends based on device type (e.g., mobile vs. desktop) or specific in-store check-in points.
• To streamline customer service by quickly identifying orders related to a particular physical location or device experience.

1. 1

   Create a new workflow in Shopify Flow, setting the trigger to `Order created`.

2. 2

   Add a `Condition` to check if `order.custom_attributes` contains a key `equal to Store Check-In Device`.

3. 3

   Under the 'Yes' branch, add an `Action` to `Add order tags`. Use the tags: "Store Check-In Device", "Store Check-In Location", "Store Check-In".

4. 4

   Immediately following, add another `Action` to `Add customer tags`. Use the tags: "Store Check-In Location", "Store Check-In".

How can I use these tags for marketing segmentation?

Use customer tags like "Store Check-In Location" in email marketing platforms (e.g., Klaviyo) to create segmented lists for geo-targeted campaigns, offering relevant local promotions or events to specific customer groups.

What is the 'Store Check-In Device' custom attribute?

This refers to a custom attribute automatically added to an order by an app or custom code, usually capturing the type of device (e.g., 'mobile', 'desktop') or specific check-in point where the customer initiated their purchase.

Can I tag products with this location info too?

Shopify Flow doesn't directly support tagging products based on order attributes in this manner. However, you could use a reporting app to analyze which products are frequently ordered alongside specific check-in tags for product-location insights.

How does this automation help with fraud prevention?

By tagging orders with location data, you can quickly identify suspicious orders where the customer's shipping address differs significantly from their 'Store Check-In Location', indicating a potential red flag for manual review.

• Klaviyo

  Email and SMS lifecycle automation.

• Gorgias

  Helpdesk built for Shopify support workflows.

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