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

[RosegateJC]

Thanks for posting this here.

I was hoping that you could look at this just from a formatting persective.  I want to be able to divide my customers in the POS locations by location (for some reason it seems that Square , which is what I was using, made this a bit easier).

I have 2 POS locations - 1) Fairfax Store and 2) Rosegate Design.    I was testing adding a tag to the Fairfax customers at POS checkout of fairfax for the Fairfax Store location and rosegate for the Rosegate Design location.

I just want it to be automated that the customers get tagged as new customers checkput at the POS locations.

Thanks

[paul_n]

What "name" are you checking? 

I would run this against an existing order in the Admin by choosing the order and clicking "Run Flow automation" and choosing this workflow (Needs to be active). You'll see if the data matches what you expect. 

[RosegateJC]

Hey thanks for replying -- to be honest I'm not sure what is best for me??  I have to POS locations - the names are "Fairfax Store" and "Rosegate Design".  The first is in VA and the second is in WV.  I need to have customers that are entered in to either POS at their persepctive locations be tagged automatically
Othrwise I am afraid employees will forget to tag them.

[paul_n]

I was asking what name field you are using in your workflow. 

You should test your workflow following the process I outlined above. You can also use Log output instead of "Add tag" if you want to just see if it will work instead of actually doing the action. 

See https://help.shopify.com/en/manual/shopify-flow/reference/data#use-the-field-in-a-live-workflow

[RosegateJC]

Thank you again

I ran the log

It appears that it Shopify is just reporting "Point of Sale"

Does anyone know if there is a way to trigger based on a specific "location" of point of sale (since I have more than one POS location) ??

[paul_n]

If you are immediately fulfilling from that POS location, you could use either order / fulfillmentOrders / assignedLocation or order / fulfillments / location.