How it works

Follow these 4 simple steps to tag your high-value customers as VIPs when they reach your spending milestone

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Order Created
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger monitors every new order in your store and kicks off the workflow to check if the customer should be tagged as a VIP based on their lifetime spending.

This step automatically activates whenever a customer completes a purchase in your Shopify store. The trigger captures all order details including the customer information needed to evaluate their total spending history. No configuration is required - it will monitor all orders across your entire store. The order data gets passed to the next step to retrieve the complete customer profile.

Retrieve Customer
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step pulls the customer's complete profile including their lifetime spending total, which is essential for determining if they qualify for VIP status.

This step automatically fetches the full customer record from Shopify using the customer ID from the triggering order. It retrieves critical information like the customer's total spent amount, current tags, and contact details. No configuration is needed since it uses the customer ID from the previous step. The retrieved customer data, particularly the total spent value, flows into the filter step to check against your VIP threshold.

Filter: Check spending threshold
App connector: Filter • Time to complete: 1 minute
Why this matters: This condition determines which customers qualify for VIP status by comparing their lifetime spending against your defined threshold.

This step compares the customer's total lifetime spending against your configured dollar threshold to decide if they should be tagged as a VIP. You'll set the spending threshold in the "How much does the customer need to spend?" field - for example, enter "1500" for customers who have spent more than $1,500. The filter uses a "greater than" comparison, so customers must exceed your threshold amount. Only customers who meet this spending requirement will proceed to the tagging step.

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Customer Add Tag
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This action applies the "VIP" tag to qualifying customers, making it easy to identify and create special experiences for your highest-value customers.

This step automatically adds a "VIP" tag to customers who passed the spending threshold filter. The tag gets applied to the same customer from the triggering order, using their customer ID. No configuration is required since the tag name is pre-set as "VIP" and the customer ID comes from previous steps. Once tagged, you can use this VIP designation to create targeted marketing campaigns, special discounts, or prioritized customer service.

Make it your own

Customize this workflow even further:

Set multiple VIP tiers
Create bronze, silver, and gold VIP levels by duplicating the filter and tagging steps with different spending thresholds like $500, $1,500, and $5,000.
Send VIP welcome notifications
Add email or SMS steps to automatically notify customers when they achieve VIP status, including exclusive discount codes or early access perks.
Track VIP metrics in spreadsheets
Connect a Google Sheets step to log each new VIP customer with their spending amount and date achieved for reporting and analysis.
Create VIP-only product access
Add steps to automatically grant VIP customers access to exclusive products or collections in your store using Shopify's customer group features.

Frequently asked questions

Will existing customers with high spending get tagged when I activate this?
No, this workflow only runs when new orders are placed. Existing high-spending customers will only get the VIP tag after they make another purchase that triggers the workflow.
Can I change the VIP tag name to something else?
Yes, you can edit the tag name in Step 4 from "VIP" to any custom tag like "Premium Customer" or "High Value" to match your store's terminology.
What happens if a customer's total spending drops below the threshold due to refunds?
The workflow doesn't remove VIP tags automatically. Once a customer is tagged as VIP, the tag remains even if refunds reduce their lifetime spending below your threshold.
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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