How to create a customer segment if customer clicks on a link/qr code

Shopify Apps
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Hi, I would like to offer different customer segments a store wide discount (with the exclusion of some collections). The level of discount would depend on their segment. Their segment is based on their affiliation to a local club.

I don’t know all of their details so want to be able to send a link to the local club that the customers can click on in order to add a tag to their profile, which would then qualify them for a discount. Is this possible?

Thanks

2

Hi @Jo24

This is achievable in Shopify. You can follow the steps below:

Customer tagging via a link: Shopify doesn’t support “click a link and get tagged” directly, but you can handle it with this flow:

  1. You send a link (via email or share it with the club)
  2. Customer clicks the link and lands on a signup/login page
  3. They enter their email and complete the signup form
  4. After that, you add a tag to their profile (either manually or using an app like Shopify Flow)
  5. Once tagged, they become eligible for the discount

Customer segments based on tags: After tagging, you can create customer segments in Shopify (Customers → Segments) using conditions like customer_tags CONTAINS 'club-a'.

Segment-based discounts: Then you create separate automatic discounts or discount codes for each segment, with different discount levels per club. Shopify allows up to 5 segments per automatic discount or up to 100 per discount code.

Excluding collections: While creating the discount, choose “Specific collections” under “Applies to” and select only the collections you want to include. Anything not selected will be excluded.

Thanks

3

An easy route is to forget segments and just go with a qr code that has the discount embedded in it. Since a store-wide discount part of URL structure (discount is at the end of the URL) you just copy that URL and paste it into the qr code generator. You send the qr code or print it out abd give it to certain ppl, they scan it, and the discount is automatically applied.

5

@Jo24

Our team can help you with your discount automation. We will help build your club registration form (customer tagging). Our experts will even assist with getting your emails ready for sending.

Contact via PM to discuss.

6

Hello @Jo24 ,

I hope you are doing well!

Yes, this is possible with AiTrillion’s Affiliate Program. You can create a unique affiliate/referral link for each local club, and customers who join or purchase through that link can automatically be associated with that specific club. Based on the referral source, you can then segment customers and offer club-specific discounts, rewards, or benefits.

This approach removes the need for customers to manually add tags to their profiles, as the affiliate link itself helps track the club affiliation. You can also monitor referrals, conversions, and sales generated by each club from a single dashboard.

If your goal is to identify customers based on the club that referred them and provide different discount levels accordingly, an affiliate-based setup may be a practical option to explore.