Add Customer Tag (dynamic tag)

Use this feature to automatically add a tag to your Shopify customer profile based on what the customer chooses or enters in a form. Great for segmentation, targeted marketing, or internal tracking.

🎯 What Is a Dynamic Tag?

A dynamic tag is a tag that gets assigned to a customer based on their form response.

For example: if a user chooses “Wholesale” in a dropdown, the tag “Wholesale” will be added to their customer profile. If they select “Retail”, the tag “Retail” is added.

Dynamic tags help you organize customers easily and tailor follow-ups or offers based on their preferences.

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To achieve this, please make sure the form is connected to Shopify Customers first. Learn more

🛠️ Steps to Enable Dynamic Customer Tags

1. Open the app > click Forms > open the form you want to edit

2. Click the Integration icon on the left side > enable Shopify and click on the shopify option

3. Select Shopify attributes (on the right) to map with form fields (on the left). For example the Last name field of the form should be mapped with Shopify last name attribute,

⚠️ Email field on the form is required to be mapped with Email attribute of Shopify.

4. Tick on the checkbox Add tags base on form’s answer > click Add another tag > select a form field in the dropdown

=> the answer customers select/enter on the field will be added to Shopify customer tag after the form is submitted

Example: if you have a “Customer Type” dropdown, choose that field. The tag added will exactly match the customer’s answer (e.g. “Wholesale”, “Retail”, “VIP”, etc.).

5. Ticket on the checkbox Override customer’s existing tags (optional)

6. Click Save to apply your changes.

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✅ What Happens After Submission

Imagine your form has a dropdown field “Customer Type” with options: Retail, Wholesale, VIP.

Action	Result
Customer selects Wholesale and submits	Their Shopify customer profile gets the tag “Wholesale” automatically
Customer selects VIP later and re-submits (with overwrite enabled)	Their tags are updated — previous tag removed, new tag “VIP” assigned

You can then use these tags inside Shopify for segmentation, special pricing, email campaigns, or access control.