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Create a customer tagged automation
Create a customer tagged automation

Trigger emails based on customer tags.

Updated over a week ago

Customer tagged automations send an email to a subscriber when a specific tag is added to their customer profile in Shopify. This automation works when a tag is added at the time of subscription or if the tag is added to a customer that is already subscribed. The possibilities are endless and only limited by how you choose to apply the customer tag.

Ideas for tag triggers

Replace the standard Welcome automation with a customer-tagged automation:

  • Add a tag to a Popup form, and send a more specific welcome series to nurture leads. Learn more about Seguno Popups and adding tags through your popups.

  • If you have wholesale customers, send a tailored welcome email when they sign up instead of the automated welcome email meant for your average consumers.

  • If you run pop-up shops around town, collect subscribers there, and have a special 'thanks for visiting me' email sent to them and help drive them to your online shop.

Send a nurturing series to unique customer segments:

  • Build a VIP segment, and email those special subscribers as they cross your threshold to become a VIP.

  • Create a tag for subscribers that attended an event and send a thank you email. Follow up a week later with a unique promotion code.

Create a Customer tagged automation

To apply a customer tag to trigger the Customer tagged automation:

  1. Navigate to the Automations page

  2. In the Customer tagged section, click Create automation

  3. Enter the customer tag in the Customer tag text field

  4. For Customer tagged automations that are meant to replace the standard Welcome automation, select Skip sending the automated welcome email

Add a tag to a customer profile

Tags are added to customer profiles in Shopify. There are multiple ways you can add tags:

  • Manually from a customer's profile page in the Shopify Admin

  • CSV import by adding tags in the Tags column

  • Bulk actions from the list of customers in the Shopify Admin

  • With Seguno's signup form (by adding a tag parameter to your form URL)

  • Add tags to your Popups app

  • Via the API or an app that can auto-tag customers based on certain rules.

  • By using Shopify Flow (Shopify Plus merchants only) or Shopify automations.


  • Do customers have to be a subscriber to receive the Customer tagged automation?

    • Yes, the customer must be a subscriber in order to receive the email. Adding a tag to a customer that is not subscribed will not trigger the automation.

  • What happens if I remove a tag from a customer?

    • If you remove the tag before the subscriber completes the automation or series, they will not receive any additional emails.

  • Can I utilize this feature as a free Seguno user?

    • The Customer tagged automation is a paid feature, but free users can upgrade early to start a free trial and gain access to this feature immediately.

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