How it works

Follow these 3 simple steps to collect Instagram handles from customers and tag potential brand ambassadors

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Form
App connector: Form • Time to complete: 0 minutes (Auto-configured)
Why this matters: This creates the branded form that customers see and submit, capturing their Instagram handle and contact information to identify potential influencers.

This step automatically generates a customizable form with fields for Instagram handle and email address. The form includes a header "Apply to be a Brand Ambassador" and explanatory text about becoming an Instagram influencer. The form pulls the customer ID from your store to link submissions to existing customer records. You can modify the form text, add additional fields, or change the styling to match your brand before activating the workflow.

Customer Retrieve
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This pulls the customer's existing data from your store so their current tags and notes can be preserved when adding the new influencer information.

This step automatically looks up the customer record based on the ID captured from the form submission. It retrieves all current customer data including existing tags, order history, and notes. This ensures that when the workflow adds the "Influencer" tag and brand ambassador details, it doesn't overwrite any existing customer information. The retrieved data gets passed to the final update step.

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Customer Update
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This permanently saves the brand ambassador application to the customer record and adds the "Influencer" tag for easy filtering and outreach.

This step adds "Influencer" to the customer's existing tags and appends their brand ambassador submission details to their customer notes. The note includes their email address and Instagram handle in a formatted section for easy reference. The tag allows you to create customer segments and filtered lists to identify all potential brand ambassadors. Once tagged, you can easily find these customers in your admin or export lists for outreach campaigns.

Make it your own

Customize this workflow even further:

Add follower count verification
Connect to Instagram's API to automatically check follower counts and only tag customers who meet your minimum threshold requirements.
Send confirmation emails
Add an email step to automatically send a branded confirmation message thanking customers for their brand ambassador interest.
Create detailed application tracking
Store submissions in a dedicated spreadsheet or database with timestamps, follower counts, and application status for better program management.
Set up approval workflows
Add conditional logic to route applications to team members for review before adding the influencer tag to customer records.

Frequently asked questions

Can I customize the form questions to collect additional information?
Yes, you can edit the form to add fields like follower count, content niche, or previous brand partnerships. Simply modify the form builder in Step 1 to include any additional questions relevant to your brand ambassador program.
What happens if a customer submits the form multiple times?
The workflow will update their customer record each time, appending new submissions to their existing notes. The "Influencer" tag will only appear once since Shopify doesn't duplicate identical tags.
How do I access the list of customers who've applied to be brand ambassadors?
Go to your Shopify admin, navigate to Customers, and filter by the "Influencer" tag. You can also export this filtered list or create a customer segment for ongoing outreach and program management.
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.

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