This walkthrough will help you set up a flow using Shopify's Flow app to automatically tag customers with their current Loyalty Tier. This can be helpful for bringing Lantern customer statuses into apps that don't have metafield support. You can also use these workflows as starting points for other automations.
Getting started
We'll use three different Flow workflows to update a Customer's tags. The first will run when a Lantern Customer Account is created. The next will run when orders are placed to add tags to any current customers that aren't tagged yet. And, finally, the third will run when Lantern sends a Tier Changed event.
We'll create the first workflow manually to walk you through how to create Flows using Lantern data.
Don't want to add it manually? Skip ahead to the Import step
Add a tag when a customer creates an account
Navigate to the
Flow app in your Shopify AdminYou can find it by clicking the Apps heading in the left navigation of your Shopify Admin and searching for
Flow.If you don't see Flow in your installed apps list, you may need to install it from the Shopify App Store.
Press the Create Workflow button in the top right of your screen
Press the Select a Trigger button
Choose Lantern from the list of Installed App triggers
Select the Lantern Account Created trigger
Press the blue Plus icon on the card that appears
Select Action from the menu
Choose Shopify from the list of Installed Apps actions
Select the Add customer tags action
If you can't find the action, try searching for
tagsin the Search Shopify field
Type (or copy and paste)
LANTERN:TIER:into the Tags input that appears on the right side of the screen🔔 To make working with tags easier in other Flows, we recommend following this specific structure for your tags
Press the
Variable icon on the right side of the inputType
metafieldinto the Search input and select the customer / Metafield option
Press the Select a metafield dropdown and choose the Loyalty Tier metafield from the list
Press the Add button
Select the value item from the list. It should be the only option available.
You should now see
LANTERN:TIER:{{customer.loyaltyTier.value}}in the Tags fieldClick into the input and press Enter on your keyboard or select the Add action from the popover that appears.
You should see your entry appear underneath the input where it says
The tags to add to the customer.
At the top of the screen, write a descriptive name for this workflow like
Add Lantern Tier Tag on Customer Create.Click the Turn on workflow button in the top right to enable your workflow
When you're ready to leave, press the Exit button in the top left.
If you're not ready to turn on your workflow yet, you can leave and Flow will save your draft workflow for you.
Import the remaining workflows
Now that we've walked through the steps of creating your own Flow, we can speed things along by importing templated workflows for the other steps. We've provided all three workflows here for you.
🔔 If you already manually created the "On Customer Create" workflow, you can skip the first one.
Once you've downloaded the workflows you want to use, you'll want to import them into Flow.
Navigate to the Flow app in your Shopify Admin
Click the Import action in the top right
Press the Add files button and select the workflow files you downloaded earlier
Press the Import button
🔔 Imported workflows won't be enabled automatically. You'll have a chance to review them before you decide to enable them.
Your new workflows should appear in your Workflows list
Navigate to one of the newly added workflows and review it
When you're ready, click the Turn on workflow button in the top right
Repeat these steps with the remaining workflows.