Category

Customers templates

Templates for customer tagging, lifecycle cleanup, reminders, and customer-level automation.

Customersadvanced

Find duplicate customers for review

Scans customers for likely duplicates, checks Shopify merge eligibility, and reports up to 500 candidates for review. Optional auto-merge is off by default.

Weekly schedule
Customersmedium

Notify customers of expiring gift cards

Runs daily, finds all enabled gift cards expiring within a set number of days, and sends each customer a reminder email via SendGrid.

Daily schedulesendgrid
Customerseasy

Tag customer after N orders

Automatically adds a tag to a customer when they reach a specified number of orders.

Order created