How can I create a workflow for a specific segment of customers who have spent a certain amount on several orders? What conditions need to be met and how do I start this workflow?
Thank you for your help,
Topic summary
A user asks how to create a workflow targeting customers who have spent a certain amount across multiple orders.
Segmentation Setup:
- Navigate to Shopify Admin → Customers → Create a New Segment
- Use conditions like
customer.total_spent > 5000 AND order_count >= 3to define high-spending customers - Adjust thresholds based on store-specific criteria
Automation Options:
For Shopify Plus users:
- Use Shopify Flow to create automated workflows
- Set triggers (Customer Created/Order Paid) with spending conditions
- Add actions: tag customers as “VIP”, send notifications, or issue discount codes
For non-Plus stores:
- Use third-party apps like Klaviyo, Omnisend, or Automizely
- Create segments based on spending thresholds
- Set up automated VIP email sequences
Engagement Strategies:
- Offer exclusive discounts or early sale access
- Send personalized thank-you messages
- Invite to loyalty programs or private communities
- Target with premium upsells
The response includes detailed step-by-step instructions with emoji markers for clarity. A third post appears misplaced, discussing individual customer emails rather than segment workflows.
Hi @Annabelle11
If you want to create a workflow for high-spending customer segments, Shopify Flow (for Shopify Plus) or customer segmentation + automation apps can help. Here’s how you can do it:
1. Define Your High-Spending Customer Segment
In Shopify Admin, go to:
Customers > Create a New Segment
Use conditions like:
customer.total_spent > 5000 AND order_count >= 3
(This example targets customers who have spent over $5,000 across at least 3 orders).
Adjust the values based on what qualifies as “high-spending” for your store.
2. Set Up an Automated Workflow (Shopify Flow – Shopify Plus Only)
If you have Shopify Plus, use Shopify Flow to trigger actions when a customer meets these conditions.
Steps to Create a Workflow:
Go to Shopify Admin → Apps → Open Shopify Flow.
Click Create Workflow.
Set the Trigger as “Customer Created” or “Order Paid”.
Add a Condition:
- Customer total spent is greater than X
- Order count is greater than Y
Add an Action, like: - Tag customer (“VIP” or “High-Spender”)
- Send an internal email (to notify your team)
- Send a discount code via email
Example Workflow Setup:
- Trigger: Order Paid
- Condition: If customer.total_spent > 5000 AND order_count >= 3
- Action: Add customer tag “VIP” → Send a special offer email
3. Alternative – Use an Automation App (For Non-Shopify Plus Stores)
If you don’t have Shopify Flow, use apps like:
Klaviyo (for advanced email automation)
Omnisend (for VIP customer segmentation + follow-ups)
Automizely (for loyalty-based automations)
Example in Klaviyo
- Create a segment: Spent over $5,000 & ordered 3+ times
- Set up a VIP email sequence (exclusive perks, discounts, early access to sales).
4. What Can You Do With This Segment?
Once you have your high-spending customer segment, you can:
Offer exclusive discounts or early access to sales.
Send personalized thank-you emails or handwritten notes.
Invite them to a loyalty program or private community.
Retarget them with high-end upsells.
Final Takeaway- For Shopify Plus: Use Shopify Flow to automate VIP tagging & rewards.
- For non-Plus stores: Use Klaviyo, Omnisend, or Automizely for segmentation & automation.
- Engage high-spenders with exclusive perks & offers to boost retention!
Let me know if you need help setting this up. Thanks!
Daisy.
Hi @ZOOSEBRAND
I totally get what you’re trying to do—you want to send customized, individual emails to customers while keeping your brand’s email template intact. Shopify’s built-in email system only allows bulk emails to subscribed customers, but you can still send individual emails with your branded template. Here’s how:
Option 1: Use Shopify’s Order Notification Emails (If Customer Has Purchased)
If the customer has placed an order before, you can send a customized email using the “Contact customer” feature.
Steps:
Go to Shopify Admin > Customers
Search for the specific customer
Click on their profile and select “Contact customer”
Type your personalized message
Shopify will send this using your store’s default email style
Downside: This method only works for customers who have made a purchase before.
Option 2: Use a Free Email App Like Shopify Email (For Subscribed Customers)
If the customer is subscribed, you can send an email using Shopify Email but with a workaround.
Steps:
Go to Shopify Admin > Marketing > Create Campaign > Shopify Email
Choose your branded email template
Add the customer’s email manually in the “To” field
Customize the content and send
Downside: This only works if they opted in to receive marketing emails.
Option 3: Manually Send a Branded Email (For Anyone, Including Non-Subscribed Customers)
Since Shopify doesn’t allow individual non-subscribed emails, you can export the email template and send it manually.
Steps:
Create a branded email template in Shopify Email
Preview it and copy the HTML code (right-click > Inspect > Copy Outer HTML)
Paste it into Gmail, Outlook, or any email service
Change the customer’s name & message
Send it manually
Best for fully personalized, one-by-one emails.
Option 4: Use a Third-Party Email App Like Klaviyo or Omnisend (Best for Automation)
If you want an easier way to send branded, individual emails, Klaviyo or Omnisend allow sending one-off emails with full customization.
Steps (Klaviyo Example):
Install Klaviyo
Create an email template with your brand style
Go to Campaigns > Create New Email
Choose “Send to a specific email”
Personalize the message and send
Best if you plan to do this often without copying HTML manually.
Which Option Is Best for You?
If the customer has purchased → Use Shopify’s “Contact Customer” option.
If they are subscribed → Use Shopify Email (but only for opt-in customers).
If you want full flexibility → Copy the email HTML & send manually.
If you want an automated solution → Use Klaviyo or Omnisend.
Let me know if you need extra help! Thanks.
Daisy.