Customer Tags and Segments

Customer Tags and Segments

by Union Works Apps

Smart segmentation using auto tags for customers

5.0 of 5 stars(56 reviews)

Shopify Email Segmentation

Use multi-condition workflows to apply and remove tags to customer records based on buyer behaviour, to create customer segments.

Customer Lifecycle Management

Use tags to leverage marketing automation and tailor your communications with customers based on where they are in the customer lifecycle.

Single Source of Truth

Keep your Shopify Email customer list as the single source of truth and use tags to trigger actions across different marketing platforms

About Customer Tags and Segments

What are customer tags?

A Customer Tag is used to categorise or organise customers into groups. For example, customer tags can be used to control the usage of discount codes. Tags can also be used to control access to certain areas of your store. The majority of our Merchants use customer tags to segment their customers into marketing lists based on their purchasing behaviour.

Create Customer Groups for Shopify Email

You can use Customer Tagger alongside Shopify Email to create customer groups for your marketing campaigns. Set up the workflows and backdate to quickly create a niche group of customers

What does Customer Tagger do?

You can create workflows in Customer Tagger to tag customers based on what they buy, how much they spend or where they are located etc. When an order is placed, the app will run your workflows against the order and will then apply or remove tags if the workflow is matched.

These auto tags can then be used to segment marketing lists, control access or manage discounts, as described above.

What Customer Segments can I create?

Use the multi-condition workflow builder to create customer segments such as:

  • Bargain Hunters - shops in the sales
  • Loyal Customers - purchased multiple times
  • Brand Advocates - Subscribed to marketing
  • Big Spenders - Spend over a certain amount
  • Trend Setters - Shops in the New In collections
  • Locals - Customers nearby
  • Students - Shopping with student email
  • Location - shipping country
  • Lifestyle - Type of products they buy
  • New Customers - first-time order
  • Repeats - 2nd-time order
  • Champions - top customers
  • Cart Abandoners - have browsed but not ordered
  • Early risers - buy in the mornings
  • Night owl - buy late at night
  • Campaign driven - responded to an ad

Applying your customer tag workflows to past orders in bulk

Set up your segments and then backdate them for your previous customers! This allows you to curate a specific customer list and create a marketing campaign in Shopify Email or other EMP's

Workflows to remove and expire tags

Use Tag expiry and remove tags workflow to keep customers relevant and in the correct segment

Why automatic tagging saves valuable time

Using our tagger workflows and applying auto tags to customers allows you to set up a segmentation system where customers fall automatically into marketing lists. It removes the need to manually group and manage customers as you can use the tags to trigger email automation from your email service provider - ask us how we can help save you time using customer tagging.

Shopify Flow Connector

Plus Merchants can utilise our Shopify Flow Connector to trigger creative workflows. Customer Tagger will send a trigger into Shopify Flow once it has processed a new order.

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Pricing 7-day free trial

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Apply your workflows to past orders $10 for first 1000 orders processed, then $2 for every 1000 orders after that

  • Auto tag customers based on order activity
  • Apply your workflows to past orders
  • Bulk tagging for fast segmentation



Apply your workflows to past orders $10 for first 1000 orders processed, then $2 for every 1000 orders after that

  • Basic Plan +
  • Shopify Plus Flow Connector

* All charges are billed in USD. Recurring charges, including monthly or usage-based charges, are billed every 30 days.

5.0 of 5 stars

The overall rating reflects the current state of the app. It accounts for all app reviews but prioritizes the most recent ones.
  • 5 of 5 stars
    98% of ratings are 5 stars
  • 4 of 5 stars
    2% of ratings are 4 stars
  • 3 of 5 stars
    0% of ratings are 3 stars
  • 2 of 5 stars
    0% of ratings are 2 stars
  • 1 of 5 stars
    0% of ratings are 1 stars

Most recent reviews

Poppy Scrubs

This app is really versatile and helps us come up with creative workflows to segment our customers. Team is also very responsive and wonderfully helpful, clearly trying to improve the app functionality all the time.

Developer reply

July 23, 2021

Thanks for the great review Alex! It was really good to chat with you and we're happy to have helped you with your customer tagging set-up. Hopefully you'll be able to create the customer segments you need using the appropriate tags.


Best app & customer support ever. Steve and his team are very fast, helpful and open minded regarding new ideas. They even build a new trigger "when orders are paid" for us. This is very helpful when it comes to separate customers who paid by bank transfer. 5 stars!!

Developer reply

July 15, 2021

Thanks for the great review Christian! Really glad we were able to help you with your Customer Tagging workflow by adding in the new workflow trigger. We'll let you know when those other tagging features are available so that you can identify when tags exist and when tags don't exist on the order in the same workflow.


Great App! Very helpful when you need to segment customers in ways Shopify or your CRM cannot easily do.

Developer reply

July 12, 2021

Thanks for the great review Jessica! Glad to hear that the app is helping you with your marketing.