How to Tag In-Store Customers from Shopify POS Orders

Without clear segmentation, you're treating all customers the same, missing chances to engage your most loyal in-store shoppers with tailored offers. Manually identifying POS purchases from order histories is a significant time drain for your team, leading to inconsistencies and lost opportunities for repeat business.

This Shopify Flow automation immediately flags customers who complete a purchase via your Shopify POS system. When an 'Order created' trigger fires and the 'Order publication channel is Point of sale' condition is met, Flow applies a specific tag to that customer, instantly creating a valuable segment.

• Target in-store customers with exclusive local promotions.
• Analyze the purchasing behavior of your physical store visitors.
• Provide differentiated customer service for your loyal POS shoppers.

1. 1

   Start a new workflow with the 'Order created' trigger.

2. 2

   Add a 'Condition' block and select 'Order publication channel'. Set it to 'is' 'Point of sale'.

3. 3

   Add an 'Action' block and choose 'Add customer tags'. Enter 'POS' (or your preferred tag name).

4. 4

   Review and activate your new workflow.

How do I segment customers who only shop in-store?

This Flow tags customers who've made at least one POS purchase, allowing you to filter and segment them for specific marketing or analysis in your Shopify customer list or email platform.

Can I use different tags for different POS locations?

Yes, you can add an additional condition to check the 'Order location' if you have multiple POS locations and then apply unique tags per location in separate Flow workflows.

Why is tagging in-store customers important for marketing?

Tagging in-store customers helps you understand their unique buying patterns, offer localized promotions, or gather feedback specific to their in-person experience, leading to more relevant and effective campaigns.

How can I view these tagged customers after Flow runs?

You can view these customers directly in your Shopify admin under 'Customers' by filtering for the tag you applied, or sync them to an integrated email marketing app like Klaviyo for list segmentation.

• Shopify Flow

  Native Shopify automation builder.

• Klaviyo

  Email and SMS lifecycle automation.

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