Tag Customers as Influencers and Collect Instagram Handles

3 min setup

No coding required

Runs automatically

Expand your brand’s ambassador program by capturing Instagram handles and tagging interested customers as “Influencer” during checkout. This MESA workflow template automatically adds the “influencer” tag to customers who complete the ambassador interest form, helping you build and track a community of brand advocates. Streamline your influencer program and nurture valuable relationships effortlessly.

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Form

Customer Retrieve

Customer Update

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How it works

3 steps to collect Instagram handles from customers and tag potential brand ambassadors

App connector: Form • Time to complete: 0 minutes (Auto-configured)

Why this matters: This creates the branded form that customers see and submit, capturing their Instagram handle and contact information to identify potential influencers.

This step automatically generates a customizable form with fields for Instagram handle and email address. The form includes a header "Apply to be a Brand Ambassador" and explanatory text about becoming an Instagram influencer. The form pulls the customer ID from your store to link submissions to existing customer records. You can modify the form text, add additional fields, or change the styling to match your brand before activating the workflow.

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)

Why this matters: This pulls the customer's existing data from your store so their current tags and notes can be preserved when adding the new influencer information.

This step automatically looks up the customer record based on the ID captured from the form submission. It retrieves all current customer data including existing tags, order history, and notes. This ensures that when the workflow adds the "Influencer" tag and brand ambassador details, it doesn't overwrite any existing customer information. The retrieved data gets passed to the final update step.

App connector: Shopify • Time to complete: 0 minutes (Auto-configured)

Why this matters: This permanently saves the brand ambassador application to the customer record and adds the "Influencer" tag for easy filtering and outreach.

This step adds "Influencer" to the customer's existing tags and appends their brand ambassador submission details to their customer notes. The note includes their email address and Instagram handle in a formatted section for easy reference. The tag allows you to create customer segments and filtered lists to identify all potential brand ambassadors. Once tagged, you can easily find these customers in your admin or export lists for outreach campaigns.

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Frequently asked questions

Can I customize the form questions to collect additional information?

Yes, you can edit the form to add fields like follower count, content niche, or previous brand partnerships. Simply modify the form builder in Step 1 to include any additional questions relevant to your brand ambassador program.

What happens if a customer submits the form multiple times?

The workflow will update their customer record each time, appending new submissions to their existing notes. The "Influencer" tag will only appear once since Shopify doesn't duplicate identical tags.

How do I access the list of customers who've applied to be brand ambassadors?

Go to your Shopify admin, navigate to Customers, and filter by the "Influencer" tag. You can also export this filtered list or create a customer segment for ongoing outreach and program management.

Make this template your own!

Customize this workflow even further:

Add follower count verification

Connect to Instagram's API to automatically check follower counts and only tag customers who meet your minimum threshold requirements.

Send confirmation emails

Add an email step to automatically send a branded confirmation message thanking customers for their brand ambassador interest.

Create detailed application tracking

Store submissions in a dedicated spreadsheet or database with timestamps, follower counts, and application status for better program management.

Set up approval workflows

Add conditional logic to route applications to team members for review before adding the influencer tag to customer records.

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