How it works

Follow these 4 simple steps to start automatically adding free gifts to orders from your tagged customers

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Order Created
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step monitors your Shopify store for new orders and kicks off the workflow whenever a customer places an order, providing all the order data needed for the subsequent steps.

This trigger automatically captures every new order in your Shopify store, including customer information, line items, and order totals.

Retrieve Customer
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step fetches the customer's complete profile data, including their tags, which is essential for determining whether they qualify for the free gift based on your tagging criteria.

This step queries Shopify's customer database to retrieve the full customer record. It uses the customer ID from the order to fetch details like customer tags for use in the filter step. The step runs automatically and passes the customer's tag data forward to determine gift eligibility.

Filter
App connector: Filter • Time to complete: 1 minute
Why this matters: This step checks if the customer has the specific tag you've designated for free gift eligibility, ensuring only qualified customers receive the gift and preventing the workflow from adding gifts to every order.

You'll configure this step to compare the customer's tags against your chosen qualification tag. Enter the exact tag name like "VIP", "Loyalty Member", or "Gold Tier". The filter uses an "equals" comparison, so the tag name must match exactly. If the customer has this tag, the workflow continues to add the free gift; if not, it stops here.

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Add Line Item to Order
App connector: Shopify • Time to complete: 2 minutes
Why this matters: This step adds the specified free product to the qualifying customer's order with a 100% discount, completing the gift fulfillment process while maintaining accurate inventory tracking.

You'll need to configure two key fields in this step: the "What product should be added as the free gift?" field requires either selecting a product from the dropdown or entering a specific Product ID, and the "Which product variant should be added?" field needs the exact variant (size, color, etc.) selected or the Variant ID entered. The step automatically applies a 100% discount to make it free, adds a quantity of 1, allows duplicate gifts if the workflow runs multiple times, and adds the item to the existing order without sending additional notifications to the customer.

Make it your own

Customize this workflow even further:

Add quantity limits based on order value
Set up conditions to give multiple free gifts for larger orders, such as 1 free item for orders over $100, and 2 free items for orders over $200.
Create tiered gifts by customer tags
Extend the filter step to check for multiple tags like "Bronze", "Silver", and "Gold" members, with each tier receiving different free products or gift bundles.
Send personalized gift notifications
Add an email step after the line item addition to send customers a custom message explaining their free gift and why they received it based on their membership level.
Track gift performance with data tables
Store details about each free gift distribution in MESA tables, including customer info, gift products, and order values for reporting on your loyalty program's effectiveness.

Frequently asked questions

What happens if I change the customer tag after the order is placed?
The workflow only checks customer tags at the moment the order is created. If you add or remove tags after an order is placed, it won't affect that specific order since the workflow has already completed or stopped based on the tags that existed at order creation time.
Can I add multiple different free gifts for customers with multiple qualifying tags?
This workflow template adds one free gift per order. To give different gifts based on multiple tags (like "VIP" gets Product A and "Gold Member" gets Product B), you'd need to set up separate workflows for each tag-product combination or modify the filter to include multiple conditions.
Will the free gift show up in my inventory reports and affect stock levels?
Yes, the free gift is added as an actual line item to the order with a 100% discount, so it will reduce your product inventory count and appear in all standard Shopify reports. This ensures accurate inventory tracking and fulfillment processes for your free gifts.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

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