Understanding the Update customer tags node for Automate and Rewards flows
The Update customer tags node lets you automatically add or remove customer tags in Shopify within an Automate or Rewards flow. This enables you to segment customers, trigger downstream workflows, and personalize the customer experience without manual updates or external tools.
This guide explains how the Update customer tags node works, how to configure it, and key considerations.
- Shopify Checkout Integration
- Migrated Shopify Checkout Integration
Before you start
How it works
The Update customer tags node updates customer tags within an Automate or Rewards flow.
When a flow runs, Recharge updates the customer’s tags and syncs those changes to Shopify. If the tags differ between Recharge and Shopify, Shopify is updated to match. This process ensures that customer tags remain aligned between Recharge and Shopify.
Use customer tags to:
- Segment customers into specific groups
- Trigger downstream workflows in Shopify or third-party tools
- Personalize messaging, promotions, or subscription experiences
Configure the Update customer tags node
Add the Update customer tags node when building or editing a flow.
- In your Recharge merchant portal:
- Click Products and select Automate if you're using an Automate flow.
- Click Rewards and select Loyalty if you're using a Rewards flow.
- Create a new flow from a template, or open an existing flow.
- Open the Add a node menu.
- Drag the Update customer tags node to the branch.
- Click on the node and enter the tags you want to add, remove, or both.
- Click Apply.
- Save your flow and activate when ready.
Tag behavior and validation
When configuring the Update customer tags node, note the following:
Adding and removing tags
- You can add tags, remove tags, or do both within a single node
- Tag changes are applied when the flow reaches this node
Entering tags
- Press Enter to confirm each tag
- Tags must exactly match Shopify spelling and formatting
- Tags are not validated against Shopify
Validation rules
You will see an error if:
- Both the add and remove fields are empty
- The same tag is included in both the add and remove fields
Use cases
The examples below reflect common ways to use the Update customer tags node in Automate or Rewards flows.
Use case |
How to configure |
|---|---|
| Tag VIP customers after a milestone | Use a Trigger condition for order count or subscription activity, then add a Update customer tags node to apply a VIP tag. |
| Tag customers based on product purchase | Use a Conditional branch to target specific products, then add a tag such as Subscribed - Coffee. |
| Remove trial tags after conversion | After a trial-to-subscription flow, remove a Trial tag and add an Active Subscriber tag. |
| Trigger external workflows | Add tags used by email or SMS platforms, such as Winback Eligible, to trigger campaigns. |
Considerations
Consider the following when using the Update customer tags node.
Consideration |
Details |
|---|---|
| Tag accuracy | Tags must exactly match Shopify values, including spelling and formatting. |
| External overrides | Shopify or third-party systems may overwrite tags after they are updated. Recharge does not recommend using multiple apps to edit or update the same tags, as conflicts can arise. |
| Sync timing | Tag updates are asynchronous, so there may be a short delay before changes appear in Shopify. |
