Shopify segments, how to add a filter for unfulfilled orders

centunesima
Visitor
3 0 0

Hello,

I'm trying to create a segment for clients who bought an item, but I'd like to restrict the segment to the orders that are still "unfulfilled". How to do that?

Any suggestion?

Thanks.

Replies 3 (3)

OneMobile
Shopify Partner
169 16 31

Hi @centunesima ,

I have two suggestions for you to do this:

 

1. Manual method

  • Navigate to Orders > Source orders by Unfulfilled status > Click on the customers whose orders are unfulfilled > Add "Unfulfilled" tag or whatever you want
  • Then go to Customers > Segments > Click Create Segments > Paste this code customer_tags CONTAINS 'unfulfilled'
  • After the orders are fulfilled, remember to remove the tag.

 

2. For automatic method

  • Install the Flow app (it's free) to your store. Then create a workflow like below:

2023-10-12_111107.jpg

  • Go to Customers > Segments > Create Segments > Paste this code customer_tags CONTAINS 'unfulfilled'

 

If you want to create more personalized segments, I think you should opt for a robust email tool with advanced segmentation like Omnisend, Privy, or Flowio.

 

I hope that this helps!

If you find my answer helpful, please hit the Like button or Mark as solution to show me some encouragement.
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Vonda_Youngkin
Explorer
77 0 55

@OneMobile wrote:

Hi @centunesima ,

I have two suggestions for you to do this:

 

1. Manual method

  • Navigate to Orders > Source orders by Unfulfilled status > Click on the customers whose orders are unfulfilled > Add "Unfulfilled" tag or whatever you want
  • Then go to Customers > Segments > Click Create Segments > Paste this code customer_tags CONTAINS 'unfulfilled'
  • After the orders are fulfilled, remember to remove the tag.

In this method, aren't you tagging the order, not the customer? Then in creating a segment, you're pulling customer tags, not order tags, thus will have 0 customers in that segment, correct?

CrazyCupLady
Not applicable
1 0 0

Did you ever find a solution to this? I can only create segments with customer tags not order tags. I need a segment based on order tag.