Customer Metafields

This is used in cooperation with Order Tags and Customer Tags to create a customized experience for the guest.Customer metafields are more streamlined than tags but they still activate certain messaging across the website and in e-mail updates to customers. If a Guest is ever confused always check if the following metafields should or should not be present on their customer profile! Membership Coupon Used This Month {{ membership_coupon_used_this_month }} is a TRUE/FALSE state, which is applied by... When the customer places an order containing a Membership Coupon Code (a code with the keyword "kaiseki" or "omakase", it activates the [Tag & Update from Customers Tagged] Flow on Shopify. TINA NOTE TO SELF 11/9/2025: Can add a Klaviyo Event that marks klaviyo profile as true/false, this will allow us to phase out the tasting-room-discount-used-tag and use only the metafield. {{ membership_coupon_used_this_month }} affects... On the Customer's View of the Website: Tasting Room links will change. When blank or false, link will display a "Use your coupon" button, which will automatically apply the discount to their cart. When true, link will change to say "Add to your Maki Mail", allowing them to place an add-on-order On the Typeform Survey: When blank or false, the Tasting Room Selection Survey will invite them to use their discount code. When true, the Tasting Room Selection Survey will skip asking them to add onto their order. Tasting Room Selection {{ tasting_room_selection }} a PRODUCT SELECTION, which is applied by... When the customer taps the "Submit" button on the last step of the the Tasting Room Selection Survey on Typeform, it activates the 2025 Selections to Orders Zap on Zapier. During this step, a tag is added to the customer's profile, which then activates the [Tag & Update from Customers Tagged] Flow on Shopify. 2025/10/31 This flow seems send the customer confirmation email reliably, but not be updating the metafield properly!! Having a hard time isolating and solving the issue reliably, so I've taken to updating in structions to include a manual update step for now. Still want to ~Tina You may manually apply or remove this tag anytime if you review the Tasting Room Selection Survey Results in Typeform and discover that the customer's has a selection on the results list. {{ tasting_room_selection }} affects... On the Customer's View of the Website: Displays the Selection Confirmation on the Tasting Room Landing Page for the customer (when set!) On the Typeform Survey: When blank, the Tasting Room Selection Survey will proceed with assuming the customer is answering this survey for the first time. When set, the Tasting Room Selection Survey will read the product ID, and through survey branching, reiterate their original choice back to them before they change their choice. When working correctly, this reduces duplicate entries in the Typeform, reduces duplicate Task emails sent to the team, and reduces unnessecary automation use triggered by customer confusion!

Customer Metafields

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