Is there a way to automatically filter out and tag customers that have an active gift card balance?

Shopify Discussion
1

We would like to create an automatic customer segment for customers with an active gift card balance. Is there a way to automatically filter out and tag customers who have an active gift card (add customer tag: customers with gift cards)? Also, when a customer uses their gift card balance “gift card balance becomes zero”, we want to remove the customer tag (remove customer tag: customers with gift cards).

1 Like
2

Hi @Moutazsh ,

Thanks for reaching out to the Community!

While you can certainly create a customer segment using tags, it will not update automatically once a gift card balance reaches zero. As I can completely understand the impact of this, I will be sure to share this feedback with our Developers. We’re always looking for ways to improve the platform and appreciate you sharing this suggestion.

The customer segment will however, update automatically new customers who match the criteria are automatically included in that customer segment (i.e when the tag is added). To learn more about this feature and it’s capabilities, you can check out this page.

Please let me know if you have any other questions.

3

Hi @Moutazsh,

You’re right to call this out - the tricky part isn’t adding the tag, it’s keeping it in sync as the gift card balance changes over time.

As Blair mentioned, segments based on tags won’t automatically update when a balance reaches zero. Where this usually falls down is that there’s no native trigger for “gift card balance changed to zero” that removes a tag.

One approach some merchants take is using an automation layer that listens for gift card usage events and keeps customer tags continuously in sync - i.e. adds a tag when a balance exists and removes it as soon as the balance is fully used.

That way the tag reflects the current state, not just a one-time action.

Hope that helps clarify the limitation and possible workarounds.

4

Hi @Moutazsh

Shopify does not automatically add tags based on gift card balances. This can be done via a workflow app such as Shopify Flow. Set up a flow: when a gift card is issued, assign a customer tag; when the gift card balance is zero, remove the tag. This will keep your segment continually updated automatically.