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Smart Tags for VIP Tiers

Introduction

Smart tags is a powerful tool that enables you to efficiently organize and manage customers and orders within your Shopify admin. By tagging customers as they progress through different VIP tiers, you can easily identify and segment your most valuable customers for targeted marketing and improved service.


Benefits

Automatically syncing VIP tier tags from Trustoo loyalty to your Shopify customer profiles unlocks valuable capabilities across your business:

  • Smarter customer segmentation

    Use VIP tier tags (e.g., VIP-Bronze, VIP-Silver, VIP-Gold) to build dynamic customer groups and run more targeted, personalized campaigns.

  • Seamless data sync across Apps

    Tags stored in Shopify can be recognized by other tools in your stack, such as Klaviyo, Gorgias, or Recharge, for integrated workflows and consistent VIP experiences.

  • Efficient customer support

    Give your support team instant visibility into a customer’s loyalty status via their tag, enabling faster, more personalized service.

  • Powerful automation with Shopify Flow

    Trigger actions based on tag changes, such as sending a welcome email when a customer reaches VIP-Gold, or applying exclusive benefits automatically.

  • Insightful reporting by tier

    Filter Shopify reports by VIP tags to better understand purchase behavior and revenue contribution across loyalty levels.

  • Enable tiered pricing strategies

    In conjunction with third-party discount tools such as Regios Discounts or Sami Wholesale, by determining buyer-specific tag labels. You can set up automated discount rules based on a customer's VIP level to enable an accurate tiered pricing strategy.

For example:
VIP-Bronze 5% permanent discount
VIP-Silver 10% permanent discount
VIP-Gold 15% permanent discount


Walkthrough Video


How It Works

When the VIP program and VIP tier tag sync feature are enabled, TrustWILL Loyalty will automatically sync the corresponding tier tag (e.g., VIP_Bronze, VIP_Silver, VIP_Gold) to the customer profile in your Shopify admin whenever a customer’s VIP tier changes.

  • Whether a customer moves up or down a tier, their tag will be updated in real time to always reflect their current VIP status, completely automated with no manual action required.

  • If you wish to customize the tag names for each VIP tier, you’ll need to first disable the VIP tier tag sync feature.

  • For stores with a large customer base, please note that due to Shopify API rate limits, the initial sync may take approximately 1 day per 100,000 customers.

  • To ensure each customer always reflects their most up-to-date VIP tier, TrustWILL Loyalty will first remove any previously synced tier tags from the customer during tier changes or full sync, and then apply the tags for the current tier.

Note: This feature is only available on our Growth Plan and above.


Enabling VIP Tier Tag Sync

VIP Tier Tag Sync automatically assigns Shopify customer tags to your members based on their VIP tier — making it easier to segment customers for marketing campaigns, Shopify Flows, and third-party integrations.

How it works

When enabled, TrustWILL Loyalty syncs the configured tag to each customer's Shopify profile whenever their VIP tier changes. For example, a customer who reaches the Gold tier will automatically be tagged with cwl_gold in Shopify.

Setting it up

1. Go to Program > VIP.

Scroll down to the VIP tags card, located below the VIP tiers list.

2. Configure a tag for each tier.

Each VIP tier has a corresponding tag field. By default, new tiers are pre-filled with cwl_[tier name] (e.g., cwl_gold, cwl_silver, cwl_bronze). You can:

  • Keep the default tags, or

  • Customize them to match your existing tagging system, or

  • Assign multiple tags to a single tier by separating them with commas (e.g., cwl_gold,premium,top-tier)

💡 Tag matching is not case-sensitive in Shopify — cwl_gold and CWL_Gold are treated as the same tag.

3. Toggle on VIP tags sync.

Switch the toggle in the top-right corner of the VIP tags card to enable sync. The status badge will change from Paused to Auto syncing.

4. Click Save.

Your changes take effect immediately. Existing customers will be re-evaluated and tagged based on their current VIP tier, and any future tier changes will sync automatically.

⏱️ The initial sync may take some time depending on the size of your customer base — approximately one day per 100,000 customers.

Editing tags after enabling

You can modify tag values at any time while sync is active — no need to pause it first. Just update the tag fields and click Save, and the new tags will be applied to all affected customers immediately.

Adding a new VIP tier

When you create a new VIP tier, a default tag (cwl_[tier name]) is automatically generated for it. If VIP tags sync is already enabled, the tag will be applied to qualifying customers as soon as you save.

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