Tag Local Customers Based on Proximity to Your Store

This step automatically monitors your Shopify store for new orders and captures the customer's shipping address details. No configuration is required - the trigger runs continuously in the background and passes the order data, including the customer's zip code and shipping address, to the next step for location analysis. The system processes every order type, whether it's from your online store, mobile app, or other sales channels.

You'll need to replace "[Your store's zip code]" in the prompt with your actual store's zip code or postal code. The AI compares the customer's shipping zip code against your store location and responds with a simple "yes" or "no" answer. By default, the system checks for customers within 25 miles, but you can adjust this distance in the prompt (for example, change "25 miles" to "10 miles" or "50 miles" depending on what you consider "local"). The temperature setting is set to 1 for consistent responses.

The filter checks if the AI response equals "Yes" and only allows the workflow to continue if the customer is determined to be local. This step is automatically configured to look for an exact match with "Yes" - no customization needed. If the AI responds with "No" (meaning the customer is not local), the workflow stops here and no tag gets applied. Only when the filter condition is met does the customer move to the final tagging step.

The system automatically tags the customer with "Local Customer" by default, but you can customize this tag name to match your store's naming convention (like "Local VIP," "Nearby Customer," or "Store Pickup Eligible"). The tag gets applied directly to the customer's profile in Shopify, where you can view it in the customer details or use it to create customer segments. Once tagged, you can easily filter these customers for local promotions, pickup notifications, or in-store event invitations.