A user wants to automate daily checks of a customer segment (~250 customers) to remove a “School Subscriber” tag from profiles that no longer have the “Whole School Member” tag. The “Whole School Member” tag is automatically removed one year after a specific purchase.
Proposed Solution:
Create a Flow triggered when a customer tag is removed
Check if the removed tag is “Whole School Member”
Use “Look up customer in segment” action (currently in beta, releasing soon) to verify segment membership
Automatically remove the “School Subscriber” tag accordingly
A screenshot demonstrates the suggested workflow structure.
Related Question:
Another participant asks about automatically removing customers from a segment exactly one year after they enter it, seeking guidance on using Shopify Flow or custom fields for time-based automation.
Both discussions remain open with no confirmed implementation or follow-up results.
Summarized with AI on October 28.
AI used: claude-sonnet-4-5-20250929.
I was hoping to create a flow which will help me automate the daily checking of a segment of around 250 customers to see if a customer tag (Whole School Member) has been removed from their profile (this tag is autmatically removed 1 year after a specific purchase)
I would like the flow to then take the customers in the segment that DON’T have the above tag and remove a different tag (School Subscriber) from their profile.
Is this possible to schedule to run daily? If so, could anyone help me with how to set up the flow. I’m fairly new to Shopify flow so any help would be greatly appreciated.
You could create a workflow that triggers when a customer tag is removed, check if the removed tags included “Whole School Member”, look up the customer segment membership, and then add a tag. Note that the “Look up customer in segment” action is still in beta, but will be released to general availability in the next few days.
I have created a customer segment in Shopify based on a specific condition. I would like to automatically remove customers from this segment exactly one year after they meet the segment criteria (i.e., from the date they entered the segment).
Is it possible to achieve this using Shopify Flow or by leveraging a custom field with an automation setup? I’m looking for guidance on how to implement this time-based removal efficiently.
