How to segment customers who are older than 12 months?

Shopify Discussion

Topic summary

Goal: Automatically remove customers from a “buyer’s club” segment once their account age exceeds 12 months, using customer_added_date, to end discount eligibility after the first year.

Constraints: Zapier likely can’t handle this alone because editing Shopify store data requires API access via a custom app (API = credentials to programmatically modify store data).

Proposed solutions:

  • Check whether the app currently tagging new customers also supports time-based tag removal (after 12 months).
  • Use Order Automator to implement custom logic: auto-tag on signup, then remove the tag after 12 months.
  • If avoiding apps, set manual processes: schedule future reminder emails or tasks (e.g., Todoist) to remove tags.

Key terms: customer_added_date = the timestamp when a customer account was created; tagging = adding labels to customers for segmentation and discount eligibility.

Status: No decision reported. Next steps suggested are contacting the existing tagging app or Order Automator for automation, or setting up manual reminders if an app isn’t used.

Summarized with AI on February 19. AI used: gpt-5.
1

I’m new to segments and I’m trying to figure out how we can filter for customer accounts that are OLDER than 12 months using customer_added_date

Here’s what I’m trying to do…

New customers who sign up via a special link get tagged and placed into a customer group (let’s call it a buyer’s club) that qualifies them to use a special discount code. The code can be used by the customer as many times as they like within the first year of registration.

When our customer’s “customer_added_date” becomes greater than 12 months, their account is automatically removed from the buyer’s club customer group. I haven’t figured out how to automate the removal process but I’m hoping I might be able to use Zapier somehow.

2

I have a couple ideas:

a) If there’s an app / automation that is tagging the customer and putting them into the group, you could reach out to see if they have a function to handle this.

b) If not, Order Automator app can do custom tasks like this (removing a tag after 12 months, automating the tagging in A above if it’s not already, plus more).

I don’t think you could automate this using Zapier because you need API access to edit shop data (you’d have to create an app to generate API keys).

c) If you don’t want to use an app + have someone manually doing the tagging on those orders, you could have them schedule an email to send in the future to remind someone to remove the tag, or use a task manager like Todoist to schedule a task in the future and tag any team members.

If you want to use an app to automate stuff like that (step B above) feel free to reach out to orderautomator.com/contact for help setting this up.