Tag Shopify Customers at Lifetime Spending Milestones

4 min setup
No coding required
Runs automatically

Identify and reward your VIP customers by automatically tagging them when they reach a lifetime spending threshold. This MESA workflow template adds a “VIP” tag to Shopify customers who hit a specified milestone, allowing you to recognize top buyers with exclusive perks, personalized messages, or special discounts. Enhance customer loyalty by acknowledging and engaging your most valuable customers.

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Order Created
Retrieve Customer
Filter: Check spending threshold
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Customer Add Tag

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How it works

4 steps to tag your high-value customers as VIPs when they reach your spending milestone

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Order Created

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger monitors every new order in your store and kicks off the workflow to check if the customer should be tagged as a VIP based on their lifetime spending.

This step automatically activates whenever a customer completes a purchase in your Shopify store. The trigger captures all order details including the customer information needed to evaluate their total spending history. No configuration is required - it will monitor all orders across your entire store. The order data gets passed to the next step to retrieve the complete customer profile.

Retrieve Customer

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step pulls the customer's complete profile including their lifetime spending total, which is essential for determining if they qualify for VIP status.

This step automatically fetches the full customer record from Shopify using the customer ID from the triggering order. It retrieves critical information like the customer's total spent amount, current tags, and contact details. No configuration is needed since it uses the customer ID from the previous step. The retrieved customer data, particularly the total spent value, flows into the filter step to check against your VIP threshold.

Filter: Check spending threshold

App connector: Filter • Time to complete: 1 minute
Why this matters: This condition determines which customers qualify for VIP status by comparing their lifetime spending against your defined threshold.

This step compares the customer's total lifetime spending against your configured dollar threshold to decide if they should be tagged as a VIP. You'll set the spending threshold in the "How much does the customer need to spend?" field - for example, enter "1500" for customers who have spent more than $1,500. The filter uses a "greater than" comparison, so customers must exceed your threshold amount. Only customers who meet this spending requirement will proceed to the tagging step.

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Customer Add Tag

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This action applies the "VIP" tag to qualifying customers, making it easy to identify and create special experiences for your highest-value customers.

This step automatically adds a "VIP" tag to customers who passed the spending threshold filter. The tag gets applied to the same customer from the triggering order, using their customer ID. No configuration is required since the tag name is pre-set as "VIP" and the customer ID comes from previous steps. Once tagged, you can use this VIP designation to create targeted marketing campaigns, special discounts, or prioritized customer service.

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Make it your own!

Customize this workflow even further:

Set multiple VIP tiers
Create bronze, silver, and gold VIP levels by duplicating the filter and tagging steps with different spending thresholds like $500, $1,500, and $5,000.
Send VIP welcome notifications
Add email or SMS steps to automatically notify customers when they achieve VIP status, including exclusive discount codes or early access perks.
Track VIP metrics in spreadsheets
Connect a Google Sheets step to log each new VIP customer with their spending amount and date achieved for reporting and analysis.
Create VIP-only product access
Add steps to automatically grant VIP customers access to exclusive products or collections in your store using Shopify's customer group features.

Common questions

Will existing customers with high spending get tagged when I activate this?

Can I change the VIP tag name to something else?

What happens if a customer's total spending drops below the threshold due to refunds?

Ready to tag your high-value customers as VIPs when they reach your spending milestone?

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Need help? Our automation experts will help you personalize this workflow for free. Contact support