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Targeting

Customer

5min

Specific to Shopify integration and allows for targeted interactions based on a Shopify customer's account status and associated tags. This filter enables Personizely users to engage Shopify customers in a more segmented manner, delivering personalized experiences based on their profile tags within Shopify.

Options

  1. Condition
    • Has an account - Targets all Shopify customers who have an account.
    • Has an account with tags - Targets Shopify customers who have an account and one or more tags.
  2. Tag condition (Only appears if "Has an account with tags" is selected):
    • Any of - Customer has at least one of the specified tags.
    • None of - Customer has none of the specified tags.
    • All of - Customer has all of the specified tags.
  3. Tags - the tags list if the filter condition is "Has an account with tags".

Use Cases

  1. VIP Engagement - If you have a "VIP" tag for certain customers in Shopify, use the "Any of" condition to offer special promotions or exclusive previews to these high-value customers.
  2. New Customer Onboarding - If new customers are tagged as "New" in Shopify, use this filter with the "Any of" condition to present a welcome series or special discounts to improve first-time customer experience.
  3. Product Interest Segmentation - If you tag customers based on the types of products they buy (e.g., "Electronics", "Clothing"), use the "Any of" condition to show related products or offers.
  4. Subscription Status - If you tag customers based on their subscription status (e.g., "Subscriber", or "Non-Subscriber"), you could use the "All of" condition to tailor campaigns specifically towards either group.

How to Use

  1. Navigate to the 'Targets' section in the Personizely dashboard.
  2. Click "Create target" and name it.
  3. Choose 'Add Filter' and select 'Customer Tags'.
  4. Choose between "Has an account" or "Has an account with tags".
  5. If the latter is selected, another dropdown will appear. Choose between "Any of", "None of", and "All of".
  6. Manually input the relevant tags in the blank field.
  7. Confirm and save your filter settings. Now you can use this target for your widgets and campaigns.

Notes

  • Tags are case-sensitive, so make sure to enter them exactly as they appear in Shopify.

This trigger is only available for Shopify users now.



Updated 10 Nov 2023
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