Customer tagging with POS location when they opt in for email marketing

[JoelMitchell]

Hello,

We run a fashion brand here in AU/NZ and have multiple POS locations as well as an online store. We use Klaviyo for our email marketing.

One of the KPIs for our in-store team is around signups to our email newsletter for new customers and we want to incentivize them and track it by POS location. There are a number of useful reports we could build in Klaviyo with this information to measure the performance of our stores in this area.

Klaviyo has suggested we leverage Shopify Customer Tags (using the store name / location) as a custom property.

Is there a way that i can use Shopify Flow to tag customers that have signed up with the store location where this occured?

Trigger - Customer created with accepts email or sms marketing = yes

Action - Tag customer with POS location name

[DaveMcV · Accepted solution]

Hi JoelMitchell

You can use Flow to do this. It might be more straight forward to do this with an Order Created trigger because you will need to go through the orders anyway to check for locations. Using the Order Created trigger will attach it all together

Try setting up your Flow as follows:
Trigger: Order created
Condition1: 
  - Order.app.name is equal to "Point of Sale". (So this workflow will only run on POS sales, not Online Store sales)
THEN -> Condition2:
 - order.customer.smsMarketingConsent.marketingOptInLevel is equal to "CONFIRMED_OPT_IN"
OR
 - order.customer.emailMarketingConsent.marketingOptInLevel is equal to "CONFIRMED_OPT_IN"
THEN: Add customer tags
{{order.physicalLocation.name}} (Make sure to hit "Enter" after adding the tag)

That should add the POS location's name as a tag on the Customer when they make a transaction at a POS location if they opt into marketing.

Hope that helps!

[JoelMitchell]

Thanks DaveMcV - very helpful