Setup Flow automation to send a scheduled email to certain customer segment

Shopify Plus
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Topic summary

A user is attempting to create a Shopify Flow automation that sends scheduled emails to a specific customer segment (Re-Sellers) but encounters several technical challenges.

Main Issues:

  • Cannot directly filter customers by segment in Flow’s “Get customer data” action
  • Flow limits customer retrieval to 100 per query
  • Customer metafields cannot be indexed for filtering (API limitation)

Proposed Solutions:

For the 100-customer limit:

  • Use a tagging system: tag customers as “processed” after sending emails
  • Query excludes tagged customers using tag_not:processed
  • Schedule Flow to run repeatedly (e.g., every 10 minutes or hourly) until all customers are processed
  • Remove tags after a set period (e.g., 3 days) to prepare for next campaign

For segment filtering:

  • Store segment membership in customer tags (e.g., segment-re-seller) instead of metafields
  • Use combined query: tag:segment-re-seller AND tag_not:processed

Advanced approach (via Yuka_3):

  • Install Flow Companion app
  • Create recursive workflow using “Custom trigger triggered” and “Start custom workflow” actions
  • Workflow automatically loops until no unprocessed customers remain
  • Separate workflow removes “processed” tags after 71 hours

Current Status: User is implementing the solution with guidance on proper workflow structure and query syntax.

Summarized with AI on October 28. AI used: claude-sonnet-4-5-20250929.
15

Thank you for that detailed reply. Its more advanced than I may be able to write myself, I only recently moved from Magento 2 to Shopify, wil give it a go though.

I may have missed it but when does the tag:processed get removed for the next run. Im looking to send an email out say every 3 days at 9am to a particular customer segment which I did a query on, so do I leave that as I’ve already got;

“metafields.custom.customer_group = ‘Re-Seller’”

How is the tag removed once the email is sent ?