Tag Customers with Shopify Flow

This guide 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:

1. When a Lantern Customer Account is created
2. When orders are placed (to add tags to any current customers that aren't tagged yet)
3. 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.

Add a Tag When a Customer Creates an Account

1. Navigate to the Flow app in your Shopify Admin

   • You can find it by clicking the Apps heading in the left navigation 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

2. Click the Create Workflow button in the top right of your screen

3. Click the Select a Trigger button

4. Choose Lantern from the list of Installed App triggers

5. Select the Lantern Account Created trigger

6. Click the blue Plus icon on the card that appears

7. Select Action from the menu

8. Choose Shopify from the list of Installed Apps actions

9. Select the Add customer tags action

   • If you can't find the action, try searching for tags in the Search Shopify field

10. 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

11. Click the Variable icon on the right side of the input

12. Type metafield into the Search input and select the customer / Metafield option

13. Click the Select a metafield dropdown and choose the Loyalty Tier metafield from the list

14. Click the Add button

15. Select the value item from the list (it should be the only option available)

16. You should now see LANTERN:TIER:#{{customer.loyaltyTier.value}} in the Tags field

17. Click 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

18. At the top of the screen, write a descriptive name for this workflow like Add Lantern Tier Tag on Customer Create

19. Click the Turn on workflow button in the top right to enable your workflow

20. When you're ready to leave, click 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.

Once you've downloaded the workflows you want to use, follow these steps to import them:

1. Navigate to the Flow app in your Shopify Admin

2. Click the Import action in the top right

3. Click the Add files button and select the workflow files you downloaded earlier

4. Click the Import button

5. Your new workflows should appear in your Workflows list

6. Navigate to one of the newly added workflows and review it

7. When you're ready, click the Turn on workflow button in the top right

8. Repeat these steps with the remaining workflows