How can I use customer segments to trigger Shopify Flow automations?

Hi,

The addition of Shopify Emails and Segments is a great feature for us users who would like to offer more personalized communication.

However, as I was trying to create an automation through Shopify Flow to send multiple abandoned cart reminders, triggered by a customer entering a specific segment, I found out it wasn’t not possible.

Is this in the pipeline?

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Hi, thanks for the question. We see a lot of value on the combination of segments and Flow as it would make customer-related automations far simpler (since segments are akin to a condition). We are looking at how this will work in Flow, but don’t have any timelines yet.

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Hi Paul, any update on this thread? :slightly_smiling_face:

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Can you describe your use case a bit more? What you wrote doesn’t quite make sense - you wouldn’t trigger a workflow by both abandonment and someone joining a segment at the same time.

Hi Paul,
My situation is different, but I would also really love to be able to use a feature like this as well (unless you have a different solution).

Shopify and other apps we’ve tried won’t update customer tags as needed when they subscribe or unsubscribe to our email list. The only time we can get it to update is after a customer has ordered, and even then it doesn’t always do so.

By using Flow and Segments, we would be able to create customer segments such as “customer is not tagged with “Subscribed” and is Subscribed to email marketing campaigns” and use a flow to then tag those customers with the “Subscribed” tag. The same goes for removing tags from customers who are no longer subscribed.

I’ve come up with ways to some-what get around it with Flow, however being able to use the Segments would be ideal and much more thorough. As of now I can really only use flow to add and remove tags after a trigger has already taken place (such as a customer account being created or an order updated) which still leaves a lot of room for customers to slip through the cracks. This leads to us getting customers who are subscribed and not getting their subscriber perks, as well as customers who aren’t subscribed and getting the subscriber perks when they shouldn’t.

I appreciate any help and input! Let me know if I can clarify anything for you.

Thank you,
Ashley

Hi, I can think of a few ways to do that. Segments is definitely a priority for Shopify and I know that the segments team is looking is considering this. I’m not sure yet about timing.

You could potentially use the “Get customer data” action now as a way to find any customer that has a certain tag or if they “accept marketing”. See the query here: https://shopify.dev/docs/api/admin-graphql/2023-04/objects/Customer#queries

how one can trigger a marketing automation flow(not a Shopify Flow, at least seems marketing automation flow workflow aren’t listed in Shopify flow) in order to basically run at least on all customer that have subscribed?

The use case, let’s say the shop hasn’t done much marketing in its life so has a quite relevant email subscriber, but there are customer made order like 2 years before, some 4 and never made another again,

Nevertheless some of them returned and put some article in the cart, some even reached checkout.

So the goal, I was able to create a marketing automation that “find those”, even can sent an email of different language based on the locale, but this workflow is never triggered as is based on future customer.

Which a segment maybe this could be possible in combination with a Flow.

Actually my other question is how I can trigger a marketing automation manually?

This should be a given possibility.

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there is no way to sent email using shopify email app within Flow.

It’s quite funny as why Flow should be limited on action taken inside the store?

So basically there is not way, except create a complete app to filter customer by a tag and sent them specific email using shopify email app

Go to to Marketing > Automations. It is built on Flow and has a different set of actions available (including Send Marketing Email built on Shopify’s Email app).

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I can’t see any action that have the shopify Email app connected with Flow, only “empty” email were is possible only write text

Hi everyone,

I’ve confirmed with Shopify Support that currently there is no option to set up automated emails for specific customer segments within Shopify’s email automations. I was told that the more merchants share this feedback, the higher the priority it will be for the development teams to add this to their roadmap.

Leaving my comment here as an FYI and to encourage others to like this thread in order to hopefully speed up this feature’s implementation :crossed_fingers:

Cheers,

Vivien

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@paul_n you were asking for use cases. My use case: We offer annual membership. I’d like to automate email reminders when the 1 year is up and they haven’t yet proactively re-purchased the membership product. I have a flow that sets a membership-date-of-purchase metaobject on the customer record when they purchase this product. I’m stymied, because only members who have not recently re-purchased the product should receive this reminder. It’s a very small segment of our overall list. I’ve got the correct segment already saved, all I’m trying to do is schedule the email to go out once a month to members whose date of purchase is between 12 and 13 months ago. But I can’t, until I can associate my named segment with the email template. Does that make sense? It seems to me like it should be a very minor enhancement on your side to the automations app to allow associating a named customer segment with the automation, and it would make a word of difference to me and I’m sure to others in similar situations.

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Thanks for the details. Does your segment use the Metaobject so that it’s something like, “Customers who haven’t purchased membership in over a year”?

My segment definition is “metafields.custom.membershipEndsOn between -1m and today”. I’m manually running it once a month to trigger the reminder email and would would love to schedule an automation so I don’t have to remember to do this, and then have to scramble to re-write and re-validate the segment if I’m a few days late. Once automated the email could go out weekly, which would be even better.

@paul_n There are tons of use cases to trigger email automations based on a customer entering a segment:

  • Customer was previous engaged because they opened/clicked emails. But after a certain period of not doing that, they enter an “unengaged” segment. I’d like to trigger an email automation at that point to either recapture them.

  • When customer’s subscription payments fail, our subscription app adds a tag to their profile and puts their subscription on pause indefinitely. We have a segment based on this tag and would like to send recapture emails to these people.

  • When customers outright cancel their subscription, our subscription app tags them and we have a segment for cancelled subscribers. We’d like to create an automation to wait a month and then offer them a discount to come back.

The problem with using the “Customer tag added” trigger for these use cases is I can’t set a “filter” on that trigger to specify a certain tag. So that trigger would get triggered when ANY tag was added, not just the specific tag I needed. So even if I add a condition to check if my desired tag is present, it doesn’t mean that it was the tag that was added. Does that make sense?

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Thanks for the use cases!

Regarding customer tags added, the trigger does tell you which tags were added. So you can use a condition to check which tags were added.

Regarding subscriptions, I wonder if the Subscription contract updated (available) would help there? You could check the status of the subscription contract and then do something. One caveat is that you wouldn’t know which field was updated unless you stored it. So you might need to track when you sent a message (so not to do it twice).

honestly they need to sort this. I’ve never been more underwhelmed with a product before.

For sure shopify accepting third app like klaviyo to take some market share on this, I cannot believe too it is not possible to trigger segments changes…

Look the recent editions announcements. Flow has two triggers in early access for when a customer joined/left a segment. The sign up form is on the editions website.