You can show different content in a Shopify notification email based on a customer's Shopify tags. This is useful when you want a tagged customer group, such as wholesale, VIP, or trade customers, to see different text, images, buttons, discounts, or recommendations.
For most customer-tag rules, use UpOrder's Conditional component. This is easier to manage than wrapping several components in custom Liquid code.
Before you start
The tag must already be on the customer in Shopify.
The notification needs to be connected to a Shopify customer record. If the order does not have a customer, customer-tag rules may not match.
For the simple customer-tag condition in UpOrder, enter the tag in lowercase. For example, if the Shopify tag is Wholesale, enter wholesale.
Show content when a customer has a tag
Open the notification template in the UpOrder builder.
Add a Conditional component where you want the tag-specific content to appear.
Select the Conditional component.
Set Condition Type to Customer Tag Contains.
In Customer Tag Contains, enter the full customer tag in lowercase. Example: wholesale.
Add the content you want to show inside the Conditional component. This can be a Text component, Image, Button, Discounts, Product Recommendations, Divider, Spacer, or another supported component.
Use Preview with Condition Met to check the layout in the builder.
Save your changes, then publish or update the template in Shopify when you are ready for the change to affect live notification emails.
Example: show a wholesale message
If you want customers tagged Wholesale in Shopify to see a special message:
Add a Conditional component.
Set Condition Type to Customer Tag Contains.
Enter wholesale as the tag.
Add a Text component inside the Conditional component with the message you want wholesale customers to see.
If you need the opposite rule
The Customer Tag Contains option is best when you want to show content to customers who have a tag. If you need to show content only when a customer does not have a tag, use a Code (Html/Liquid) component before and after the content you want to hide.
For example, to show a discount to everyone except customers tagged Wholesale, add this Code (Html/Liquid) component before the discount:
{% assign has_wholesale_tag = false %}
{% for tag in customer.tags %}
{% assign normalized_tag = tag | downcase %}
{% if normalized_tag == 'wholesale' %}
{% assign has_wholesale_tag = true %}
{% endif %}
{% endfor %}
{% unless has_wholesale_tag %}
Then add the Discount component or other content you only want non-wholesale customers to see.
After that content, add another Code (Html/Liquid) component with:
{% endunless %}
Replace wholesale with the lowercase version of the customer tag you want to check.
Testing customer-tag content
Customer tag checks should use the full tag value, not part of a tag. For example, vip and vip-gold should be treated as different tags.
The builder preview does not know which real Shopify customer will receive the email. Use Preview with Condition Met only to check the layout of the conditional section.
For the most reliable test, use a real Shopify customer with the tag applied, place or use an order connected to that customer, and preview or send the relevant Shopify notification email.
Remember that saving in UpOrder does not update the live Shopify notification by itself. Publish or update the template in Shopify after making the change.
Related Shopify references
Please reach out to [email protected] or through the in-app chat if you have any questions.