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Shopify Flow: Check tags on all of a customers previous orders

David_SS
Tourist
4 0 4

Hi,

 

I am trying to create a Shopify Flow that identifies users who have already taken a free trial offer on previous subscriptions. I think the easiest way to do this will be to use tags, as these orders are already tagged with "Subscription First Order", as well as pricing, as these orders will always be "£0".

 

I'm pretty sure I am correctly checking on the order being placed meeting the conditions, but I don't know how to then have Flow check all that customers previous orders to see if they have already had a free trial. Is checking against a customers previous orders possible within Flow? I think what I have currently in the second "check if" is simply checking the new order again:

 

David_SS_0-1674219350027.png

 

So, put simply, I want a flow that identifies customers who have already had a 14-day free trial and have placed an order that has received it again. Our subscriptions are managed by Recharge, if that is helpful.

 

Any input or ideas for a way of doing this would be very gratefully received.

Accepted Solution (1)

paul_n
Shopify Staff
922 127 221

This is an accepted solution.

It's hard to tell what you are doing from the diagram there. Probably the most sustainable option would be actually tag the customer up as soon as the first trial offer is taken. To backfill that, you could building something to run on orders like:

1. Order created

3. Then, If order has tag "subscription first order" (for future orders, you might need to add a wait step if this is fulled in after the order is created)

4. Then, add customer tag "subscription first order". 

5. Turn on and Run this manually on all past orders (Go to orders, choose all on a page, select "Run Flow automation").

 

You could also use the new "Get Order Data" action (it's rolling out to 100% very soon). In that, you search past orders for if that customer had orders a tag of "subscription first order" (limiting it to 1 result). You check if the count is >=1 ...if so, add the customer tag and whatever other logic you want.   One you have access to this new feature, you'll see some templates for this that do a very similar use case (minor tweaking required)

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.

View solution in original post

Replies 3 (3)

paul_n
Shopify Staff
922 127 221

This is an accepted solution.

It's hard to tell what you are doing from the diagram there. Probably the most sustainable option would be actually tag the customer up as soon as the first trial offer is taken. To backfill that, you could building something to run on orders like:

1. Order created

3. Then, If order has tag "subscription first order" (for future orders, you might need to add a wait step if this is fulled in after the order is created)

4. Then, add customer tag "subscription first order". 

5. Turn on and Run this manually on all past orders (Go to orders, choose all on a page, select "Run Flow automation").

 

You could also use the new "Get Order Data" action (it's rolling out to 100% very soon). In that, you search past orders for if that customer had orders a tag of "subscription first order" (limiting it to 1 result). You check if the count is >=1 ...if so, add the customer tag and whatever other logic you want.   One you have access to this new feature, you'll see some templates for this that do a very similar use case (minor tweaking required)

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.
David_SS
Tourist
4 0 4

That's very helpful, thank you. 

 

Yes, the diagram is a bit useless as I've been fumbling around trying to work it out without getting very far.

 

Is there any indication on when the "Get Order Data" action might be available? Wondering whether to set something up now, or wait until that is live.

paul_n
Shopify Staff
922 127 221

If you can wait a few days (like mid next week), I would wait for the Get Order Data feature. We are very close to launching it to 100%, but as you know sometimes we hit a snag that delays things. 

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.