Shopify Customer Tags
This article provides a step-by-step guide on how to use the Shopify Tags feature in UserLoop. This feature allows you to automatically add tags to customers in Shopify based on their responses to your survey. It's a convenient tool for segmenting customers and viewing their survey responses directly in Shopify, enhancing your marketing and customer service efforts.
- Navigate to UserLoop: Log into your UserLoop account.
- Select a Survey: Go to the 'Surveys' section and choose the survey you want to work with.
- Open Survey Settings: Click on the 'Settings' tab of your chosen survey.
- Enable Shopify Tags: Find the option for Shopify tags and turn it on. This will ensure that UserLoop automatically tags customers in Shopify based on their survey responses.
- Tag Previous Responses: Click the button provided to add tags to all previous survey responses. This is useful if you want to tag responses that were collected before this feature was enabled.
- Authorize Permissions: When using this feature for the first time, you may need to approve additional permissions in Shopify. A prompt will guide you through this process.
- Navigate to Shopify: Log into your Shopify account and access your store.
- Select a Customer: Open a customer's profile to view their tags.
- Review Tags: The tags section will display the survey questions and the customers' responses.
- Access Customer List: Go to the main 'Customers' screen in Shopify.
- Add a Filter: Select 'Add a Filter' and choose 'Customer Tags'.
- Specify Tag Criteria: Filter by specific tags, like responses to a certain survey question (e.g., "How did you hear about us? TikTok").
- Apply Filter: After setting the criteria, apply the filter to view a list of customers who meet the conditions.
- Save Segment: Optionally, save this segment for future use, such as "TikTok customers".
- Segmentation Uses: Use these segments for targeted marketing campaigns, discounts, or other actions directly within Shopify.
- Klaviyo Integration: If you're using Klaviyo, UserLoop offers a similar feature for tagging within Klaviyo. Check out our dedicated video guide for more details.
The Shopify Tags feature in UserLoop is a powerful tool for enhancing customer segmentation and personalization directly within Shopify. By following these steps, you can effectively utilize this feature to gain deeper insights into your customer base and tailor your marketing strategies accordingly.
For further assistance or inquiries, feel free to contact our support team. Thank you for using UserLoop!
Enabling Shopify Tags in UserLoop
Step 1: Accessing Your Survey
- Navigate to UserLoop: Log into your UserLoop account.
- Select a Survey: Go to the 'Surveys' section and choose the survey you want to work with.
Step 2: Activating Shopify Tags
- Open Survey Settings: Click on the 'Settings' tab of your chosen survey.
- Enable Shopify Tags: Find the option for Shopify tags and turn it on. This will ensure that UserLoop automatically tags customers in Shopify based on their survey responses.
Step 3: Applying Tags Retrospectively
- Tag Previous Responses: Click the button provided to add tags to all previous survey responses. This is useful if you want to tag responses that were collected before this feature was enabled.
Step 4: Shopify Permissions
- Authorize Permissions: When using this feature for the first time, you may need to approve additional permissions in Shopify. A prompt will guide you through this process.
Viewing Tags in Shopify
Step 1: Access Customer Profile
- Navigate to Shopify: Log into your Shopify account and access your store.
- Select a Customer: Open a customer's profile to view their tags.
- Review Tags: The tags section will display the survey questions and the customers' responses.
Step 2: Creating Customer Segments
- Access Customer List: Go to the main 'Customers' screen in Shopify.
- Add a Filter: Select 'Add a Filter' and choose 'Customer Tags'.
- Specify Tag Criteria: Filter by specific tags, like responses to a certain survey question (e.g., "How did you hear about us? TikTok").
Step 3: Utilizing Segments
- Apply Filter: After setting the criteria, apply the filter to view a list of customers who meet the conditions.
- Save Segment: Optionally, save this segment for future use, such as "TikTok customers".
- Segmentation Uses: Use these segments for targeted marketing campaigns, discounts, or other actions directly within Shopify.
Additional Integrations
- Klaviyo Integration: If you're using Klaviyo, UserLoop offers a similar feature for tagging within Klaviyo. Check out our dedicated video guide for more details.
Conclusion
The Shopify Tags feature in UserLoop is a powerful tool for enhancing customer segmentation and personalization directly within Shopify. By following these steps, you can effectively utilize this feature to gain deeper insights into your customer base and tailor your marketing strategies accordingly.
For further assistance or inquiries, feel free to contact our support team. Thank you for using UserLoop!
Updated on: 11/01/2024
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