> For the complete documentation index, see [llms.txt](https://responsive-media.gitbook.io/advanced-free-shipping/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://responsive-media.gitbook.io/advanced-free-shipping/conditions-customer/customer-tags.md).

# Customer Tags

## Overview

The **Customer Tags** condition applies discounts based on tags you've assigned to customers in Shopify. This is perfect for VIP programs, wholesale customers, loyalty tiers, and customer segmentation.

{% hint style="info" %}
Customer tags are managed in Shopify Admin under Customers. You can add tags manually or automatically through apps and workflows.
{% endhint %}

## Available Operators

* **Contains**: Customer has at least one of the specified tags.
* **Does not contain**: Customer does NOT have any of the specified tags.

## How to Enter Tags

When you select this condition:

1. Type a tag name
2. Press Enter or comma to add it
3. Add multiple tags as needed
4. Tags appear as removable chips

{% hint style="info" %}
Tag matching is case-insensitive. "VIP", "vip", and "Vip" are treated the same.
{% endhint %}

## Common Use Cases

### VIP Free Shipping

**Free shipping for VIP customers**

**Configuration**:

* Condition: Customer tag **contains** VIP
* Discount: Free shipping

**Use case**: Reward your best customers with always-free shipping.

### Wholesale Pricing

**Free shipping for wholesale customers on large orders**

**Configuration**:

* Condition 1: Customer tag **contains** Wholesale
* Condition 2: Cart total **is at least** $500
* Discount: Free shipping

### Loyalty Program Tiers

**Different shipping benefits by tier**

**Discount 1** (Gold):

* Customer tag **contains** Gold
* Discount: Free shipping

**Discount 2** (Silver):

* Customer tag **contains** Silver
* Cart total **is at least** $50
* Discount: Free shipping

**Discount 3** (Bronze):

* Customer tag **contains** Bronze
* Cart total **is at least** $75
* Discount: Free shipping

### Exclude Problem Customers

**Free shipping for everyone except flagged accounts**

**Configuration**:

* Condition: Customer tag **does not contain** Flagged, Fraud, Blocked
* Discount: Free shipping

{% hint style="warning" %}
Use exclusion carefully. Consider the customer experience if they're unexpectedly excluded from promotions.
{% endhint %}

### Multiple Tag Options

**Free shipping for VIPs or Influencers**

**Configuration**:

* Condition: Customer tag **contains** VIP, Influencer, Partner
* Discount: Free shipping

**How it works**: Customer needs at least ONE of these tags.

## Tag Management in Shopify

### Adding Tags Manually

1. **Go to Customers**: In Shopify admin, go to **Customers**.
2. **Select Customer**: Click on a customer to open their profile.
3. **Add Tags**: In the Tags field, type a tag and press Enter. Add multiple tags as needed.
4. **Save**: Click **Save** to apply the tags.

### Bulk Tagging

To tag multiple customers at once:

1. Go to **Customers** in Shopify admin
2. Select multiple customers (checkboxes)
3. Click **More actions** > **Add tags**
4. Enter tags and apply

### Automated Tagging

Use Shopify Flow or apps to automatically tag customers based on:

* Order count
* Total spent
* Specific products purchased
* Subscription status
* Custom criteria

## Operator Details

### Contains (Most Common)

**Matches if**: Customer has at least one of the specified tags

**Example**: Tags specified: `VIP, Wholesale`

| Customer Tags | Matches? |
| ------------- | -------- |
| VIP           | ✓ Yes    |
| Wholesale     | ✓ Yes    |
| VIP, Gold     | ✓ Yes    |
| Gold, Silver  | ✗ No     |
| (no tags)     | ✗ No     |

### Does Not Contain

**Matches if**: Customer has NONE of the specified tags

**Example**: Tags specified: `Blocked, Fraud`

| Customer Tags  | Matches? |
| -------------- | -------- |
| VIP            | ✓ Yes    |
| Blocked        | ✗ No     |
| Fraud, Flagged | ✗ No     |
| (no tags)      | ✓ Yes    |

## Combining with Other Conditions

### Tags + Value

**VIPs get free shipping at $30, others at $75**

* Rule Group 1 (VIP):
  * Customer tag **contains** VIP
  * Cart total **is at least** $30
* Rule Group 2 (Regular):
  * Cart total **is at least** $75

### Tags + Location

**Wholesale customers get free shipping in US**

* Condition 1: Customer tag **contains** Wholesale
* Condition 2: Country **is one of** US

### Tags + Product

**VIPs get free shipping on premium products**

* Condition 1: Customer tag **contains** VIP
* Condition 2: Collection **contains** Premium

### Tags + Order History

**Loyal customers (10+ orders) get free shipping**

* Condition 1: Customer tag **contains** Loyal
* Condition 2: Customer order count **is at least** 10

{% hint style="info" %}
Combine tags with order count to create automated loyalty programs.
{% endhint %}

## Best Practices

{% hint style="info" %}
**Use consistent naming.** Decide on a tagging convention (e.g., "VIP" not "V.I.P." or "vip member") and stick to it.
{% endhint %}

{% hint style="info" %}
**Document your tags.** Keep a list of what each tag means and how customers get them.
{% endhint %}

{% hint style="info" %}
**Automate when possible.** Use Shopify Flow to automatically tag customers based on behavior.
{% endhint %}

{% hint style="info" %}
**Start simple.** Begin with 2-3 key tags (VIP, Wholesale, etc.) before creating complex tag systems.
{% endhint %}

{% hint style="warning" %}
**Guest checkout limitation**: Guests (non-logged-in customers) have no tags. Tag-based discounts only work for logged-in customers.
{% endhint %}

## Common Tag Strategies

{% tabs %}
{% tab title="VIP Program" %}
**Tags**: VIP, VIP-Gold, VIP-Platinum

**Criteria**:

* VIP: $1000+ lifetime spend
* VIP-Gold: $5000+ lifetime spend
* VIP-Platinum: $10000+ lifetime spend

**Benefits**:

* VIP: Free shipping over $50
* VIP-Gold: Always free shipping
* VIP-Platinum: Free express shipping
  {% endtab %}

{% tab title="Wholesale" %}
**Tags**: Wholesale, Wholesale-Approved, Wholesale-Premium

**Criteria**:

* Wholesale: Applied for wholesale account
* Wholesale-Approved: Approved by admin
* Wholesale-Premium: High-volume buyer

**Benefits**:

* Wholesale-Approved: Free shipping over $500
* Wholesale-Premium: Always free shipping
  {% endtab %}

{% tab title="Loyalty Tiers" %}
**Tags**: Bronze, Silver, Gold, Platinum

**Criteria**:

* Bronze: 1-5 orders
* Silver: 6-15 orders
* Gold: 16-30 orders
* Platinum: 31+ orders

**Benefits**:

* Bronze: Free shipping over $75
* Silver: Free shipping over $50
* Gold: Free shipping over $30
* Platinum: Always free shipping
  {% endtab %}

{% tab title="Influencer Program" %}
**Tags**: Influencer, Influencer-Micro, Influencer-Macro

**Criteria**:

* Influencer-Micro: 10k-100k followers
* Influencer-Macro: 100k+ followers

**Benefits**:

* All influencers: Always free shipping
* Macro: Free express shipping
  {% endtab %}
  {% endtabs %}

## Troubleshooting

<details>

<summary>Discount not applying to tagged customer</summary>

* Verify customer is logged in (tags don't work for guests)
* Check the tag spelling matches exactly
* Confirm the tag is actually on the customer's profile
* Test in Test Mode with a known tagged customer

</details>

<details>

<summary>Guest customers not getting discount</summary>

* Tags only work for logged-in customers
* Consider using other conditions (cart value, products, location)
* Or encourage customers to create accounts

</details>

<details>

<summary>Wrong customers getting discount</summary>

* Review your tag list (case-insensitive matching)
* Check if you meant "is exactly" instead of "contains"
* Verify no unintended customers have the tag

</details>

## Related Conditions

* [**Customer Order Count**](/advanced-free-shipping/conditions-customer/customer-order-count.md): Combine with tags for loyalty programs
* [**Cart Total**](/advanced-free-shipping/conditions-cart-and-order/cart-total.md): Add value thresholds to tag-based discounts
* [**Has Subscription**](/advanced-free-shipping/conditions-cart-and-order/has-subscription.md): Reward subscription + VIP customers
* [**Product in Cart**](/advanced-free-shipping/conditions-products/product-in-cart.md): VIP access to specific products


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