How it works

Follow these 3 simple steps to automatically identify and tag your high-value customers as VIPs

Shopify logo icon

Connect your Shopify order trigger
This monitors every new order to calculate running customer totals and identify when someone crosses your VIP threshold.
Each time a customer completes an order, this trigger captures their purchase and customer ID.
Time to complete: 1 minute

Set your VIP spending threshold
This defines the spending level that qualifies someone as a VIP customer, ensuring you recognize your most valuable buyers.
The workflow retrieves the customer's complete profile and total lifetime spending, then applies a filter to check if they've reached your threshold. You'll configure the minimum amount (e.g., $500, $1000) that triggers VIP status.
Time to complete: 2 minutes
Shopify logo icon

Define your customer VIP tag
This tag appears on the customer's Shopify profile, making it easy to segment VIPs for special promotions, dedicated support, or exclusive perks.
When a customer's lifetime spending meets or exceeds your threshold, the workflow automatically adds a tag to their profile. You can customize the tag name (default is "VIP") to match your store's terminology—like "High Value," "Platinum," or "Top Tier."
Time to complete: 1 minute

Make it your own

Customize this workflow even further:

Set spending tier thresholds
Create multiple VIP levels based on different spending amounts—like "Silver" at $500, "Gold" at $1,000, and "Platinum" at $2,500. This lets you segment customers with more precision and offer tiered rewards.
Notify your team when VIPs are created
Add a Slack or email notification step after the tag is applied to alert your customer service or sales team. This enables immediate outreach to welcome new VIPs or offer personalized perks while their purchase is still top of mind.
Send a VIP welcome email with exclusive perks
Connect an email marketing step (like Klaviyo, Mailchimp, or Omnisend) after tagging to automatically send VIPs a personalized message. Include a discount code, early access to new products, or an invitation to a loyalty program.
Track VIP milestones in a database table
Store each customer's VIP achievement date, qualifying order number, and total lifetime value in a MESA Data Table. This creates a historical record for measuring customer lifetime value trends over time.

Frequently asked questions

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.

Related templates you'll love

Recommended workflows that pair well with this template

Ready to automatically identify and tag your high-value customers as VIPs?

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

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