How to Tag Subscription Customers by Delivery Frequency

Manually segmenting subscription customers by their delivery frequency is time-consuming and prone to errors. Without clear tags, marketing campaigns for different subscriber groups (e.g., monthly vs. quarterly) become generic or require constant manual list exports, leading to missed personalization opportunities and potentially higher churn.

This Shopify Flow automation triggers whenever a new subscription contract is created. It then intelligently waits 5 minutes to ensure your subscription app has finished its initial setup, preventing tag conflicts. Finally, it automatically adds a customer tag based on the subscription's delivery interval (e.g., 'Subscription: 1 Month', 'Subscription: 3 Months'), ensuring immediate and accurate segmentation.

• To personalize marketing emails and promotions specifically for monthly vs. quarterly subscribers.
• To offer exclusive upsells or loyalty perks to high-frequency or long-term subscribers.
• To streamline customer service by quickly identifying a subscriber's purchase frequency from their customer profile.

1. 1

   Set the trigger to 'Subscription contract created.'

2. 2

   Add a 'Wait' action for 5 minutes.

3. 3

   Add an 'Add customer tags' action, using 'Subscription contract.delivery policy.interval' as the tag value.

Why do I need to wait 5 minutes after the subscription contract is created?

Many subscription apps perform their own initial tagging or data processing immediately after a contract is created. The 5-minute wait ensures your Flow runs after these operations, preventing your tags from being overwritten or conflicting with the subscription app's default actions.

Can I use these frequency tags for email marketing segmentation?

Absolutely. Once customers are tagged by subscription frequency, you can easily create targeted segments in your email marketing app (like Klaviyo) to send highly personalized content, promotions, or re-engagement campaigns based on their specific delivery schedule.

What if a customer changes their subscription frequency later on?

This specific Flow only triggers on *new* contract creation. To manage changes, you would need a separate Flow triggered by 'Subscription contract updated' that first removes the old frequency tag and then adds the new one to keep your customer data current.

How can I make the tags more descriptive than just '1 MONTH' or '3 MONTHS'?

When configuring the 'Add customer tags' action, you can add a custom prefix. For instance, use 'Sub-Frequency: {{subscriptionContract.deliveryPolicy.interval}}' to generate clear tags like 'Sub-Frequency: 1 MONTH' for better organization and readability.

• Shopify Flow

  Native Shopify automation builder.

• Klaviyo

  Email and SMS lifecycle automation.

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