How it works

Follow these 4 simple steps to start tracking your repeat customers directly in order notes

Shopify logo icon

Order Created

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger captures every new order the moment it's completed, giving you the freshest data to work with for customer analysis.

This step automatically activates whenever a customer completes a purchase on your Shopify store. The trigger captures all order details including customer information, order value, and timing. No configuration is needed - it connects directly to your store's order system and fires immediately when payment is processed. This data gets passed to the next step for customer lookup.

Retrieve Customer

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step pulls the complete customer profile to access their total order count, which is essential for identifying repeat customers.

This step automatically looks up the customer's complete profile using their ID from the order. It retrieves important details like their order history, total number of orders placed, and account creation date. The system uses Shopify's customer API to fetch this information in real-time. The customer's total order count gets extracted and passed forward to determine what note to add.

Filter: Check order count

App connector: Filter • Time to complete: 0 minutes (Auto-configured)
Why this matters: This filter prevents the workflow from running on customers with zero orders, ensuring you only process legitimate customer data.

This step checks if the customer's order count is greater than 0 before proceeding to update the order notes. The filter compares the retrieved order count against zero using a "greater than" comparison. If the customer has at least one order (which should always be true for completed orders), the workflow continues to the final step. This safety check ensures data integrity and prevents processing errors.

Shopify logo icon

Update Order Notes

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This action writes the customer's order count directly into the order notes, giving you instant visibility into repeat customer behavior.

This step adds a note to the current order showing how many total orders this customer has placed. The note format reads "Customer's [X] order" where X is their total order count from their profile. The note gets appended to any existing order notes rather than replacing them. This creates a permanent record that you can reference when reviewing orders, processing refunds, or providing customer service.

Make it your own

Customize this workflow even further:

Add customer tags based on order frequency
Tag customers as "VIP," "Returning," or "First-time" based on their order count to create targeted marketing segments and personalized experiences.
Send personalized thank you messages
Connect email or SMS steps to send different messages to first-time buyers versus repeat customers, acknowledging their loyalty with special offers or content.
Store customer insights in a database
Save detailed customer order patterns, purchase frequency, and lifetime value data in MESA tables for advanced reporting and trend analysis.
Create alerts for high-value repeat customers
Set up notifications to your team when customers with 10+ orders place new purchases, so you can provide white-glove service to your most valuable customers.

Frequently asked questions

Will this show the order count before or after the current purchase?
The workflow shows the total order count including the current purchase. So if someone is placing their 3rd order, the note will read "Customer's 3 order" reflecting their complete order history with your store.
What happens if I already have notes on an order when this runs?
The customer order count gets appended to existing notes rather than replacing them. Your manual notes will remain intact, and the order count information will be added at the end.
Can I customize what information gets added to the order notes?
Yes, you can modify the "Update Order Notes" step to include additional customer details like their account creation date, total spend, or average order value by editing the note template.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

Ready to start tracking your repeat customers directly in order notes?

Join thousands who've automated their work and saved an average of 3.5 hours every week.

Start with this template — It's free
7-day free trial • 4 min setup • Cancel anytime