Tag Customers as Influencers and Collect Instagram Handles

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.

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.

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.