How it works

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

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Connect your Shopify order trigger
App connector: Shopify • Time to complete: 1 minute
Why this matters: 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.

Set your VIP spending threshold
App connector: Filter • Time to complete: 2 minutes
Why this matters: 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.

Shopify logo icon

Define your customer VIP tag
App connector: Shopify • Time to complete: 1 minute
Why this matters: 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."

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?
MESA templates are fully pre-configured workflows built and vetted by Shopify Experts. Unlike competitor templates that provide basic scaffolds requiring extensive setup, MESA templates come with all data variables properly mapped, required fields configured, and steps ready to activate. You can turn them on immediately and start automating.
Can I customize a template?
Absolutely! While our templates work out-of-the-box, every step can be personalized to match your exact business requirements. Add conditional logic, integrate additional apps, or build more sophisticated workflows. MESA's templates provide a solid foundation that you can expand as needed.
Are templates free?
Yes! Our entire library of expert-built, production-ready templates is free to use. Unlike platforms that charge for premium templates or provide only basic scaffolds, MESA gives you access to hundreds of fully-configured, vetted workflows at no additional cost.

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