September 18, 2024

Trigger marketing automations and workflows when customers join or leave segments

Segment triggers let you automate operational workflows and key marketing moments based on when a customer joins or leaves a segment, so both your segments and workflows can be customized to your business. Set up any segment using the customer data you have in Shopify, and then set up automated actions based on that segment’s membership.

You can build custom automations in Flow, and there are two new marketing automation templates available to help you take advantage of segment triggers.

  1. Welcome new VIPs. Send an email to customers who join your VIP segment, thanking them for their business and promoting any special offers you reserve for your best customers.
  2. Send birthday emails. Email customers on their birthday with a special deal. Turning on this automation will add a birthdate metafield to your customers, and if you don’t have birthdays collected, you can start with Shopify Forms for free.

If you’re starting from the Marketing > Automations section, the templates will set up the required segments in the background, and you can adjust them as needed—especially for segments like VIP, which are likely specific to your business. If you build your workflows in Flow, you’ll need to make sure you have the right segments and metafields set up in the Customers section.

Learn more about the new marketing automation templates or segment triggers in Flow.