Automate Employee Customer Tagging by Email Domain

Manually identifying your staff members in your customer list to offer employee discounts or track internal purchases is a significant time drain and prone to human error. This can lead to missed discount opportunities for employees, inconsistent pricing, or inaccurate internal sales reporting, costing valuable operational time and potentially impacting staff morale.

This Shopify Flow automation eliminates manual effort by instantly triggering when a "Customer created" event occurs. It then applies a powerful "Condition" to check if the "Customer email ends with @yourcompany.com" (or your specific staff domain). If a match is found, the Flow automatically executes the "Add customer tags" action, applying an 'Employee' tag for effortless segmentation.

• You offer exclusive employee discounts and need a seamless way to identify eligible customers.
• You want to segment internal staff for specific reporting, communication, or access to certain products.
• You frequently onboard new team members and need their customer accounts tagged without manual intervention.

1. 1

   Navigate to Shopify Flow and create a new workflow.

2. 2

   Select the 'Customer created' trigger to start your Flow.

3. 3

   Add a 'Condition' block and choose 'Customer email' followed by 'ends with'. Enter your company's staff email domain (e.g., @yourbusiness.com).

4. 4

   Under the condition's 'Yes' branch, add an 'Action' block and select 'Add customer tags'.

5. 5

   Enter 'Employee' (or a similar tag like 'StaffDiscount') into the tag field and activate your Flow.

Can I use multiple email domains for employee tagging?

Yes, you can add multiple 'Customer email ends with' conditions using an 'OR' logical operator within the same Flow to include various staff email domains or aliases.

What happens if an employee's email changes after they've been tagged?

This Flow only triggers upon customer account creation. If an employee's email changes post-creation, their existing 'Employee' tag will remain unless manually updated or removed from their customer profile.

How can I apply discounts specifically to these tagged employees?

Once employees are tagged, you can create automatic discounts directly in Shopify that are configured to apply only to customer segments containing the 'Employee' tag, ensuring targeted savings.

Is this Flow retroactive for my existing employees?

No, this Flow only processes newly created customer accounts. For existing employee customer profiles, you will need to manually apply the 'Employee' tag or use a bulk editing tool.

• Shopify Flow

  Native Shopify automation builder.

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