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

JoelMitchell
Visitor
2 0 0

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

 

Accepted Solution (1)

DaveMcV
Shopify Staff
78 25 24

This is an 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)

 

DaveMcV_0-1697899866930.png

 

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!

DaveMcV | Flow Development Manager @ Shopify
- Finding Flow useful? Leave us a review
- Need Flow help? Check out our help docs.
- Building for Flow? Check out Flow's dev docs.

View solution in original post

Replies 8 (8)

DaveMcV
Shopify Staff
78 25 24

This is an 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)

 

DaveMcV_0-1697899866930.png

 

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!

DaveMcV | Flow Development Manager @ Shopify
- Finding Flow useful? Leave us a review
- Need Flow help? Check out our help docs.
- Building for Flow? Check out Flow's dev docs.
JoelMitchell
Visitor
2 0 0

Thanks DaveMcV - very helpful

RosegateJC
Tourist
14 0 2

Screenshot 2024-02-06 at 12.26.19 PM.pngScreenshot 2024-02-06 at 12.27.24 PM.pngScreenshot 2024-02-06 at 12.28.16 PM.png

 

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
Shopify Staff
946 128 225

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. 

 

Paul_N | Flow Product Manager @ Shopify
- Finding Flow useful? Leave us a review
- Need Flow help? Check out our help docs.
- Building for Flow? Check out Flow's dev docs.
RosegateJC
Tourist
14 0 2

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
Shopify Staff
946 128 225

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

 

 

Paul_N | Flow Product Manager @ Shopify
- Finding Flow useful? Leave us a review
- Need Flow help? Check out our help docs.
- Building for Flow? Check out Flow's dev docs.
RosegateJC
Tourist
14 0 2

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
Shopify Staff
946 128 225

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

Paul_N | Flow Product Manager @ Shopify
- Finding Flow useful? Leave us a review
- Need Flow help? Check out our help docs.
- Building for Flow? Check out Flow's dev docs.