Automatically segment customers if they have the company field completed for email communication

[InventiveWD]

Question:

Is there a way to automatically add customers who fill out the Company field to a B2B segment or at least tag them as B2B and then automatically tell the email to only send to those that are tagged as B2B?

More details:

We have a site that sells to regular customers as well as businesses (B2B). We want to offer initial discounts for B2B companies that purchase from our site for the first time.

Here is what we have done so far.

1. Activated the company field and made it optional upon checkout. This will be used to identify them as a business.

2. Created a Thank You email for the customer's first purchase and added a 5% discount offer to it. 

Now we need to select a segment that we want to send the email with the discount to.

What we want to do is automatically add customers that have a company field filled out to a B2B segment. I can then tell the email with the discount to only send to customers that are in that B2B segment. 

If we can't add them to a B2B segment, I'd like to automatically tag them as B2B so I can use that tag in our email flow.

Of course all the segmenting and tagging will have to be done right when they checkout and before the thank you email is sent out. I am not sure what Shopify's flow is for segmenting, tagging and sending emails out so please let me know if we have to delay the Thank You email for a day to make sure the segmenting happens.

[LuffyOnePiece]

Hi @InventiveWD ,

Yes, we can use Shopify flow to automatically tag customers as B2B.

Let me know if you need any assistance.

Thank you

[InventiveWD]

I was just looking at Shopify flow but I don't see how to check if the company name has is not empty to apply the tag.

I was going to say:

1. When customer created

2. Condition: if company is not empty

3. Add Customer Tag: B2B

I can not find anything in Flow that allows me to see if the company field is not empty. Can you help with that?

[LuffyOnePiece]

Hi @InventiveWD ,

Can you please send me the preview URL of the store?

Thank you

[InventiveWD]

https://ohhappydays.store/

[LuffyOnePiece]

Hi @InventiveWD ,

I have tested in my demo store and figured out that We can't check whether the company exists or not in the flow.

We can only pass the company name as a tag.

So, the alternative will be either we can add the company field in the customer register page.

Another way will be to create a order create webhook so that we can check all the conditions and add the tag accordingly.

Let me know if you need any assistance.

Thank you

[InventiveWD]

Is there any other known why to automatically have users create B2B accounts versus just a regular account? We want to separate our automated thank you emails coming from the site after their first purchase to offer B2B people a discount but not give the same offer to a regular customer. 

We can offer this if they create a B2B account, in the cart, at checkout, etc. Doesn't matter to us as long as it is part of the flow. Otherwise we have to tag anyone with the company field and send out the emails manually.

[LuffyOnePiece]

Hi @InventiveWD ,

Is your store Shopify Plus?

we can use API to assign the customer as a B2B customer.

Thank you