Customer Tagging

Customer tags activate certain messaging across the website and in e-mail updates to customers. When you see these tags, they're vital to making sure the customer gets the right message, so if a Guest is ever confused always check if the following tags should or should not be present on their customer profile! tasting-room-xx-access tasting-room-xx-access is a monthly tag, where 'xx' should be replaced by a two-digit numerical month. This tag 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 (Tag is added on Step 4). You may manually apply anytime if they have a valid Tasting Room Membership, or manually remove it if they are seeing active member messaging but their membership has ended. tasting-room-xx-access affects... On the Customer's View of the Website: This shows general "You're an active member!" messaging across the site, regardless of their membership tier. On the Shopify Admin: See how many customer profiles were updated by Zapier's Typeform integration on the Tasting Room Survey by checking theTasting Room Members - Answered Survey Customer Segment Bulk reset all Tasting Room Member Survey Access by clearing tags on all customers listed in the Tasting Room Members - Answered Survey Customer Segment On the Typeform Survey: See how many customer profiles were updated by Zapier's Typeform integration on the Tasting Room Survey by checking theTasting Room Members - Answered Survey Customer Segment Bulk reset all Tasting Room Member Survey Access by clearing tags on all customers listed in the Tasting Room Members - Answered Survey Customer Segment On Customer E-mails: Activates messaging in bulk templates that confirms reciept of the customer's selection, for example the "Last Call" template Note for future: Klaviyo cannot read Shopify metafields, recommend keep using tags. tasting-room-discount-used tasting-room-discount-used affects... On the Customer's View of the Website: As of documenting this, I seem to have phased out use of this tag on the website messaging, however it's importance in emails below dictates that it should be used for more unified messaging. On the Shopify Admin: NOTE: Need to locate places where this is still being referenced. Better to use the metafield for unified messaging On the Typeform Survey: NOTE: Need to locate places where this is still being referenced. Better to use the metafield for unified messaging On Customer E-mails: Activates messaging in bulk templates that confirms that the customer has already used their coupon, for example the "Last Call" template Note for future: Klaviyo cannot read Shopify metafields, recommend keep using tags. tasting-room-survey-answered tasting-room-survey-answered 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 (Tag is added on Step 4). 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 e-mail is present (add the tag) or that their e-mail is not present (remove the tag) tasting-room-survey-answered affects... On the Customer's View of the Website: As of documenting this, I seem to have phased out use of this tag on the website messaging, however it's importance in emails below dictates that it should be used for more unified messaging. On the Shopify Admin: See how many customer profiles were updated by Zapier's Typeform integration on the Tasting Room Survey by checking theTasting Room Members - Answered Survey Customer Segment Bulk reset all Tasting Room Member Survey Access by clearing tags on all customers listed in the Tasting Room Members - Answered Survey Customer Segment On the Typeform Survey: See how many customer profiles were updated by Zapier's Typeform integration on the Tasting Room Survey by checking theTasting Room Members - Answered Survey Customer Segment Bulk reset all Tasting Room Member Survey Access by clearing tags on all customers listed in the Tasting Room Members - Answered Survey Customer Segment On Customer E-mails: Activates messaging in bulk templates that confirms reciept of the customer's selection, for example the "Last Call" template Note for future: Klaviyo cannot read Shopify metafields, recommend keep using tags.

Customer Tagging

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