Tag customers by total amount spent over given period of time

[Bobweiss]

General Idea: Tag customers by total amount spent over given period of time

We are looking for a solution to evaluate a customers spend total over a given period of time (6 months) and apply an designated tag to that customer.  This would be useful in giving our customers tiers in order to communicate and offer them differnt things.  This would need to repeat  / cycle after it runs its desingated time period (6 months) to reset the clock on each customer in order to start the evaluation over again.

[PaulNewton]

Hi @Bobweiss 👋 there's multiple paths either:

1. Doing this through the customers, or orders, or as orders come in.
2. Keeping a running total per customer in it's own customer tag or a metafield for the current value as new orders come in, or as a process for ALL orders including archived orders older than 60 days that also then starts adding new order totals, etc.
3. And whether the time period is set for everyone or sliding per customer, i.e. from January to June for a campaign vs the total value of a customer orders for the last 6 months from their last order.
4. The send-admin-api-request may be need to be used with a specific query.

There are several posts similar to this however no silver bullet

https://community.shopify.com/c/shopify-flow-app/shopify-flow-track-client-spend-for-calendar-year/m... 

https://community.shopify.com/c/shopify-flow-app/how-can-i-segment-customers-based-on-lifetime-spend... 

https://community.shopify.com/c/shopify-flow-app/tag-orders-based-on-customer-lifetime-duration/m-p/... 

https://community.shopify.com/c/shopify-discussions/how-to-see-which-customer-spent-most-in-a-month/... 

https://community.shopify.com/c/shopify-flow-app/weekly-flow-that-would-add-customer-tags-metafield-... 

etc

If you need this automation built then contact me for services.
Contact info in forum signature.
ALWAYS please provide context, examples: store url, theme name, post url(s) , or any further detail in ALL correspondence.

[Bobweiss]

Thank you Paul!

[PaulMartin]

You can use Shopify Flow to get the automatic tagging you need. It would look something like this:

Do note that above is just a sample. I didn't do any tests on this yet so I cannot 100% recommend you that this is the solution but do think of it as a starting point. There are also some limitations to it I believe.

If it gets complicated as you build it yourself, I'd suggest you contact Kalen at flow-helper.co for assistance. His work specializes on the Shopify Flow, so I know that he'd be able to help you create the automated task such as the one you are looking for. Tell him I said "Hi👋" if you happen to contact him! 😎👌

[Kalen_Jordan]

Thanks - it's .com not .co though 🙂  https://www.flow-helper.com/ 

[PaulMartin]

My bad there, sorry! Thank you for correcting it!

[Bobweiss]

I apprecitate your thoughts on this Paul!

[PaulMartin]

You're welcome!

There's also a free template made by Shopify for this. However, it's not 100% exactly what you are looking for, it's just around 70% similar maybe. You can use it as your starting point. Check it out when you can: Shopify Help Center | Examples

[Kalen_Jordan]

Cool idea. You could do a schedule trigger and if you have a lot of customers you'd want to use a tagging mechanism in order to go through them 100 at a time, which is the limit in flow. And then just query order totals and use a run code step to compute the designated tags, loop over that and tag the customer with it.

[Bobweiss]

Thank you for your thoughts on this Kalen!