How does the Tag Library connect with other features (loyalty, reviews, Klaviyo)?

Introduction

The Tag Library is most powerful when used with other Roadmap features. It acts as the logic engine behind Loyalty, Reviews, Bundles, Discounts, and even Klaviyo integrations — controlling who sees what, when rules apply, and how segments are created.

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Ways the Tag Library Connects

🎁 Loyalty

• Use logic rules to decide who can earn or redeem points.
• Examples:
  • Only VIPs can access higher-tier rewards.
  • Points earning is disabled for wholesale customers.
• Create “secret” loyalty perks (hidden rewards available only to certain groups).

⭐ Reviews

• Create rules based on review activity.
• Examples:
  • Customers who leave a review unlock access to a special discount or GWP.
  • Reviewers are grouped into a segment that you can track in Analytics.

📊 Promotions (Bundles, Discounts, GWPs)

• Limit promotions to specific customers, products, or events.
• Examples:
  • Offer a hidden bundle only to subscription customers.
  • Give a free gift (GWP) to “High Spender” customers only.

📬 Klaviyo Integration

• Sync logic-based segments into Klaviyo for email/SMS automation.
• Examples:
  • Send a “Thank You” campaign to all customers who reviewed a product.
  • Run an exclusive early-access campaign for VIP or wholesale customers.
• Segments stay up to date automatically — no manual exports.

📈 Analytics

• Filter reports by logic-based groups.
• Examples:
  • Compare performance of VIP vs. non-VIP customers.
  • See how “Reviewers” behave compared to average customers.

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Why This Matters

• More control → decide exactly who can access promotions, products, or pages.
• More personalization → send the right rewards and campaigns to the right audience.
• Less manual work → no tagging, no exporting/importing, no Flow automations.

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Common Questions

• Do I need to use Tag Library rules for every feature?
  • No — features work on their own, but Tag Library makes them smarter and more targeted.
• Is this the same as Shopify Flow?
  • No — Tag Library is simpler and built directly into Roadmap. No coding or flow setup required.
• Can I use Tag Library rules in Klaviyo right away?
  • Yes — segments sync automatically once the Klaviyo integration is connected.

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Cross-Feature Links

• What is the Tag Library and what does it do?
• Why should I use the Tag Library in my store?
• How do I create and manage rules in the Tag Library?

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Summary

The Tag Library connects with Roadmap features to power personalization, segmentation, and access control. Use it to make loyalty smarter, unlock promotions for the right people, reward reviewers, and sync dynamic segments into Klaviyo — all without manual tags, Shopify Flow, or developer scripts.