JsWorkflows Templates
Template catalog / Customers
Customers

Tag high-intent first-time customers on fulfillment

Tags first-time customers who converted quickly and appends a customer note when their order is fulfilled.

Install JsWorkflowsTemplate setup docs

Setup guide

Before you start

This template watches fulfilled orders and identifies customers who placed their first order after a short conversion window.

Configure in setup

  • Days-to-conversion threshold: maximum number of days allowed between first visit and order creation
  • Customer tag: the exact customer tag to add when the customer qualifies
  • Customer note template: note text appended to the customer record when the customer qualifies

Supported note placeholders

  • {{order_name}}
  • {{days_to_conversion}}
  • {{tag}}

Notes

  • Guest checkouts are skipped because there is no customer record to update
  • The template only acts when the fulfilled order is the customer's first Shopify order
  • If Shopify hasn't attributed customer journey data yet, the workflow skips the order instead of guessing
  • The note is appended once and won't be duplicated if the same note line is already present

Setup fields

Days-to-conversion threshold
numberRequiredconfig

Maximum number of days between the customer's first visit and the fulfilled order.

Customer tag
textRequiredconfig

Exact Shopify customer tag to add for qualifying customers.

Customer note template
textareaRequiredconfig

Text appended to the customer note for qualifying customers. Supports {{order_name}}, {{days_to_conversion}}, and {{tag}} placeholders.

Related templates

Delete inactive customers older than N yearsRuns monthly, finds customers older than a configurable age with no orders, and deletes them only when deletion is explicitly enabled.Notify customers of expiring gift cardsRuns daily, finds all enabled gift cards expiring within a set number of days, and sends each customer a reminder email via SendGrid.Tag customer after N ordersAutomatically adds a tag to a customer when they reach a specified number of orders.