Flow Trigger when Customer enter new Customer Segment

Shopify Plus

Topic summary

Goal: Automate loyalty level tags when a customer’s spend moves them into a new Customer Segment in Shopify (add new level tag, remove old tag).

Current capability: Shopify Flow includes a “Customer joined segment” trigger that can run workflows when a customer enters a segment. This feature is in early access (not broadly available yet).

Access: Available by request only via a sign-up form (linked from Shopify Editions Summer 2024). Users must apply to get access.

Latest updates: A participant applied but has not received a response yet. A team member noted they are still working through sign-ups and will action them as soon as possible.

Status: No immediate out-of-the-box solution for all users; proceed by requesting early access and awaiting approval.

Open items: No timeline shared for wider rollout. The thread does not confirm whether automatic removal of the prior level tag is supported directly within this early access flow.

Summarized with AI on December 22. AI used: gpt-5.
1

Hey everyone,

I want to implement a loyalty program which has 2 Levels. The levels are based on amount spend at our store. I have already created two customer segments (each has it’s own tag aswell) with the specific amount filters.

Now my question is: Is there a way to automate the addition of the new tag (and the removal of the old one) when a customer “levels up” and enters the customer new segment?

Example: Customer on Level 1 buys a new product at our store. With this purchase his amount spend reaches the requirements for Level 2, so he’s automatically in the new Segment. Old Level 1 Tag is removed and new Level 2 Tag automatically assigned.

Thanks in advance!

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2

My understanding is that this feature is in early access:

https://help.shopify.com/en/manual/shopify-flow/reference/triggers/customer-joined-segment

I saw Paul mention it recently on twitter:

https://x.com/thenuschke/status/1811744992848646569

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3

Thanks for the quick reply!

Does this mean there’s the possibility for me to use this feature already? or how can I receive this access? Thanks!

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4

There is a form here: https://www.shopify.com/editions/summer2024#email-automation-with-segments

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5

This feature is only available by request. Sign up to register your interest.

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6

Still need to apply

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7

Applied but still no response. Did you request access aswell?

8

The team is still working through the sign ups and hope to have them actioned as soon as possible

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