Because Shopify manages Flow, we aren’t able to troubleshoot errors. The steps below show common workflows and templates you can use, not definitive steps.
While customer account tagging is managed by Shopify, having customers tagged is a required step in using B2B Wholesale Hub. You can manually tag your customers by following Shopify’s documentation. Many of our merchants choose to manually apply tags to their customer accounts, which allows for case-by-case assessment of wholesale eligibility.
However, if you’re looking to automatically tag your customers, you can do this using Shopify Flow. You can also use Flow to tag customers based on events like account creation or orders.
Tagging customers on account creation
Let’s say you want all customer accounts to have access to wholesale prices. You’ve got a 20% discount set up in B2B Wholesale Hub, and you want every customer with an account to have access to this discount immediately. Using Shopify Flow, you can set up an automation that will tag your customers as soon as they create their customer account.
You can do this two ways:
Option 1: Use the “Tag customers that have created an account” template. Update the customer tag to match the tag you use in B2B Wholesale Hub (for example, wholesale)
Option 2: Create your own workflow. In Shopify Flow, click ‘Create workflow’. Choose ‘select trigger’ to manually create a workflow. Choose ‘customer created’ as the trigger, and then add an action for ‘Add customer tags’. Select the tag that you’re using in B2B Wholesale Hub app.
This workflow will tag any newly created customer account with wholesale. This is a good option for you if you want all your customer accounts to have the same tag. But just be cautious of this behaviour and test thoroughly to avoid the wrong accounts getting the wrong tags!
Tagging customers based on lifetime spend
If you’re offering a tiered discount model for your wholesale customers (gold, silver, bronze) you can use Shopify Flow to automate a workflow to track customer spending and bump them into a new discount category.
As an example, let’s say we’re offering the following discounts: Bronze tier: 10% Silver tier: 15% Gold tier: 20%
Using B2B Wholesale Hub, set these tiers up as percentage-based discounts.
In Shopify Flow, browse the templates and use the ‘Organize customers by lifetime spend tiers‘ template. The template will include the exact flow you need to follow. All you need to do is modify the spend amounts to whatever you want the spending cap to be, and edit the tags to match the discounts set up in B2B Wholesale Hub. Here’s an example that matches our discount tiers above: