Auto-tag engaged loyalty members

Automatically tag customers who interact with your loyalty program on the storefront, then use those tags to segment and target them in Klaviyo or other tools

This feature is available for All plans

Overview

Not every customer who has an account is a loyalty member at heart. This setting identifies customers who have actively engaged with your loyalty program by tagging them in Shopify the moment they interact with any loyalty touchpoint — Join program, Sign up, or Sign in — across your storefront.

Use these tags to sync with Klaviyo, build targeted segments, or trigger campaigns specifically for customers who have shown genuine loyalty intent.

How to set up

1

Go to Additional features settings

In Joy Admin, go to Settings → Additional features.

2

Enable Auto-tag engaged loyalty members

Find the Auto-tag engaged loyalty members card and click Turn on.

3

Configure your tags

Once enabled, you'll see a Customer tags field. By default, Joy uses the tag Joy loyalty member.

You can add multiple tags by typing a tag name and clicking Add (or pressing Enter). Remove any tag by clicking the × next to it.

Every tag you add here will be applied to a customer's Shopify profile when they interact with the loyalty program on storefront.

4

Save your changes

Click Save to activate the setting. Joy begins tagging customers from this point forward.

Which touchpoints trigger tagging?

Joy adds the tag when a customer clicks a loyalty button (Join program, Sign up, Sign in) in any of the following storefront locations:

Touchpoint	Examples
Loyalty widget	Floating widget on any page
Loyalty page	Standalone loyalty/rewards page
Product page	Loyalty block embedded on product pages
Cart drawer	Loyalty block in the cart drawer
Checkout	Loyalty block at checkout
Thank you page	Post-purchase loyalty block

How to use tags in Klaviyo

Once a customer is tagged in Shopify, the tag syncs to Klaviyo via your standard Shopify–Klaviyo integration. You can then:

• Create a Klaviyo Segment filtered by Shopify Tag = Joy loyalty member

• Target them with loyalty-focused email campaigns or flows

• Exclude them from non-loyalty campaigns to reduce noise

FAQ

Does tagging work retroactively for existing customers? No. Tagging only applies from the moment you turn on the setting. Customers who engaged before the setting was enabled will not be tagged automatically.

Can I use more than one tag? Yes. You can add as many tags as you need. All configured tags are applied to the customer when they interact with the loyalty program.

What if I change the tag name later? Changing the tag only affects future interactions. Customers already tagged with the old tag name keep their existing tags — Shopify does not remove old tags automatically.

Does this work with Shopify Flow? Yes. Once a customer is tagged in Shopify, you can use Shopify Flow to trigger automations based on the presence of that tag.