What Are Segment Triggers?
Segment triggers allow you to automate workflows and key marketing actions when customers join or leave specific segments in Shopify. By customizing these workflows and segments to your business needs, you can create a more personalized customer experience.
Customizing Segments and Workflows
Here's how you can make the most of segment triggers:
- Set up custom segments: Use the customer data available in Shopify to create segments based on various attributes or behavior.
- Automate actions effortlessly: Trigger automated workflows when a customer joins or leaves a segment.
New Marketing Automation Templates
Shopify offers two new templates to help you enhance your marketing strategy with segment triggers:
- Welcome new VIP customers: Send an appreciation email to customers who join your VIP segment, promoting exclusive offers reserved for your best customers.
- Celebrate birthdays: Send a personalized email with a special deal to customers on their birthdays. This automation adds a birthdate metafield to your customers. If you haven't already collected birthdays, Shopify Forms is a free tool to get started.
Setting Up Segment Triggers
If you're beginning in the Marketing > Automations section, the templates will automatically configure the necessary segments. You can further customize these segments, such as the VIP category, to align them with your specific business needs.
For advanced workflows, if you’re using Shopify Flow, ensure the required segments and metafields are set up within the Customers section in your Shopify admin.
Learn More
Explore Shopify’s new marketing automation templates and segment triggers to make your workflows more efficient and customer-focused.