How it works

Follow these 4 simple steps to start tagging customers when they purchase specific products

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Order Created
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger monitors your store for new orders and kicks off the entire workflow when a customer completes a purchase.

This step automatically activates whenever a new order is placed in your Shopify store. No configuration is required - MESA monitors all incoming orders and captures the complete order data including customer information, line items, and purchase details. When an order comes in, this trigger passes all the order data to the next step for processing.

Loop: Get product line items
App connector: Loop • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step examines each individual product in the order separately, ensuring that multi-item orders are properly checked for your target product.

The Loop step processes each line item in the order one by one, extracting product details like title, SKU, and quantity for individual evaluation. This is essential because customers often buy multiple products in a single order, and you need to check each item to see if it matches your target product. The loop automatically handles orders of any size, passing each product's information to the filter step for evaluation.

Filter: Check product title
App connector: Filter • Time to complete: 1 minute
Why this matters: This step determines which customers qualify for tagging by checking if they purchased your specific target product.

The Filter step compares each product title from the order against the product title you specify in the configuration. You'll need to enter the exact product title (with correct capitalization) in the "What product needs to be purchased to qualify for a customer tag?" field. For example, if you want to tag customers who buy "Premium Coffee Beans", enter that exact title. Only when there's a perfect match does the workflow continue to tag the customer.

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Customer Add Tag
App connector: Shopify • Time to complete: 1 minute
Why this matters: This final step applies your chosen tag to qualifying customers, enabling you to segment and target them for future marketing or service initiatives.

The Customer Add Tag step automatically adds your specified tag to the customer's profile in Shopify. You'll configure the "What is the tag you would like to add to the customer?" field with your desired tag name, such as "VIP Customer", "Coffee Lover", or "Premium Buyer". Once tagged, you can use Shopify's customer segmentation features to create targeted marketing campaigns, special discounts, or personalized experiences for these customers.

Make it your own

Customize this workflow even further:

Schedule follow-up actions
Add time delays to send targeted emails or SMS messages days or weeks after the qualifying purchase, creating ongoing engagement campaigns.
Chain customer journey steps
Connect multiple actions like adding the customer to a VIP email list, creating a discount code, and notifying your team about high-value customers simultaneously.
Store purchase data in tables
Save detailed purchase histories, customer preferences, and buying patterns in custom databases for advanced reporting and personalized recommendations.
Deploy AI agents for smart segmentation
Let AI evaluate purchase behavior, order values, and customer data to automatically assign dynamic tags and customer tiers based on complex business rules.

Frequently asked questions

Will this work if customers buy the product multiple times?
Yes, but the tag will only be added once per customer. Shopify automatically prevents duplicate tags, so repeat purchases of the qualifying product won't create multiple identical tags on the same customer.
What happens if I change the product title after setting up the workflow?
The workflow will stop matching orders because it looks for the exact product title you specified during setup. You'll need to update the Filter step with the new product title to continue tagging customers.
Can I tag customers who buy any product from a specific collection instead of one individual product?
This workflow matches exact product titles only. To tag based on collections, you'd need to modify the Filter step to check collection information rather than individual product titles, or create separate workflows for each product in the collection.
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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