How do I use tags to segment customers?

Introduction

With Roadmap, you don’t need to manually tag customers to segment them. Instead, you can use the Tag Library to create rules that automatically group customers into segments based on their behavior, spend, location, or membership status.

These segments can then be used to control access in your store, personalize promotions, or sync with Klaviyo for marketing campaigns.

How to Segment Customers with Tag Library

1. Open Roadmap → Tag Library → Create Rule
   • From your Shopify admin, go to Apps → Roadmap → Tag Library → Create Rule.
2. Choose “Customer” Eligibility

• Select conditions for who qualifies, such as:
  • • Logged-in customers
    • Customers with previous orders
    • Customers from specific countries
    • Members or non-members
  • Customers who meet spend/activity thresholds (e.g. VIPs, reviewers)

1. Decide What the Rule Controls

• Apply the segment to:
  • • Products or collections (e.g., only VIPs can access)
    • Pages (e.g., secret page for members)
  • Promotions (e.g., free gift for high spenders)

1. Save the Rule
   • Once saved, Roadmap automatically applies the rule to all existing and new customers who meet the conditions.

Example Segments You Can Create

• VIP Customers → Lifetime spend over $200 → Unlock access to exclusive products.
• Wholesale Customers → Logged-in + wholesale membership → See wholesale pricing collections.
• Reviewers → Customers who left a review → Qualify for a hidden reward or Klaviyo campaign.
• Geographic Segments → Customers from UK/US only → See localized collections or promotions.

Why Use Tag Library for Segmentation?

• No manual tagging → Segments update automatically as customers qualify.
• Always accurate → If a customer no longer meets the condition, they’re automatically excluded.
• Cross-feature power → Segments can be used with Loyalty, Bundles, Discounts, and Reviews.
• Marketing ready → Segments sync with Klaviyo for targeted email and SMS campaigns.

Common Questions

• Is this the same as Shopify tags?
  • No — these are logic-based segments created in Roadmap, not Shopify’s manual tags.
• Do segments apply to old customers too?
  • Yes — rules apply retroactively to all existing customers who meet the conditions.
• Can I create multiple segments at once?
  • Yes — create as many rules as you like. Each rule builds its own customer segment.
• Can I use these segments outside of Roadmap?
  • Yes — via the Klaviyo integration, segments are synced for marketing automation.

Cross-Feature Links

• What is the Tag Library and what does it do?
• How does the Tag Library connect with other features?
• Can I apply multiple Tag Library rules at once?

Summary

You can segment customers in Roadmap by creating Tag Library rules that automatically group them based on spend, location, membership, or activity. These segments update in real time and can be used to control product access, unlock promotions, or power Klaviyo campaigns — without manual tagging or Shopify Flow.