In our article on How to Turn Your Cart into a Segmentation Tool, we explained how tailoring the experience to each customer type not only improves conversion but also increases perceived value and reduces promotional noise.
But the real power lies in how you do it.
Shopify lets you tag customers based on nearly any criteria: purchase frequency, market, customer type, behavior… And with Planet, you can trigger promotions, display messages, and condition gifts or discounts based on those tags.
In this article, we’ll show you why tags are key to scaling your commercial strategy and how to use them to fine-tune your promotions like never before, with real examples and a hands-on approach.
Ready to create promotions that truly adapt to each customer?
Activate Planet in your Shopify store and start segmenting smartly, with no complications.
Why tags are a powerful segmentation lever
Customer tags in Shopify aren’t just simple markers; they’re a strategic tool that lets you control nearly every aspect of the shopping experience. When combined with Planet, they become a true engine of personalization.
With tags, you can:
- Show promotions only to specific profiles: For example, run a campaign just for VIP customers or wholesalers. Instead of broad discounts, apply precise conditions, such as only if the customer is tagged as “wholesale,” “repeat-buyer,” or “BlackFriday2024.”
- Adapt messages and visual blocks: Show different messages in the cart or on the product page based on the customer type. Example: “Get an extra 10% off with code X” if tagged as “repeat-buyer.”
- Control gifts or upsells based on behavior: Trigger a free gift only if the customer has a tag like “loyalty-program,” or customize upsells based on their order history.
- Apply different logic by market: Tag customers by country and launch localized promotions without needing multiple versions of your store.
This not only boosts conversion, but it also reduces noise, avoids irrelevant incentives, and increases perceived value.
Best of all: everything is visually managed through Planet in Shopify.
Real examples: How to use tags to refine your promotions
One of the biggest benefits of combining tags with Planet is the precision it offers. You don’t need to overcomplicate things; just define who your promotion is for. Here are some real-world use cases you can easily apply:
1. Exclusive discounts for VIP customers
Tag used: VIP
Use case: Activate a 15% discount visible only to customers with this tag.
Cart message example: “Thanks for your loyalty. Enjoy an exclusive 15% just for you.”
Best for: Strengthening relationships with top customers without advertising general discounts.
2. Free gifts for distributors
Tag used: Distributor
Use case: Add a free gift automatically if the order exceeds a threshold, but only for customers tagged as distributors.
Condition example: “If the customer is tagged as ‘distributor’ and spends more than €100, add product X to the cart.”
Best for: Managing B2B conditions without separate channels.
3. Market-specific promotions
Tag used: Spain, France, Portugal…
Use case: Show different promotions depending on the market, customizing both the offer and the products.
Example: In Spain, 10% off the second unit; in France, a free gift with every 3 items.
Best for: Adapting your strategy to local behaviors or regulations.
4. Behavioral upsells
Tag used: frequent-buyer, new-customer
Use case: Show a premium upsell to returning customers; offer a welcome incentive to first-time buyers.
Example: “Already love this product? Try the XL version with 10% off!”
Best for: Making sure every customer sees suggestions tailored to them.
5. Time-limited campaigns for specific customers
Tag used: BF2025
Use case: Launch a Black Friday pre-sale just for your most loyal customers.
Example: “Get early access to our Black Friday deals. Only for 24 hours.”
Best for: Creating exclusivity and driving early conversions.
Tags aren’t just a technical detail; they’re a powerful tool to build personalized, efficient, and profitable shopping experiences.
Ready to put it into action?
Start today with Planet and create promotions that truly adapt to each customer, without any hassle.