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Get customers Flow action

The Get customers action turns a Shopify segment, customer tag, or customer search query into a customer list that downstream steps can use. Pair it with Send Checkout Link to bulk-send a link to everyone who matches.

For an overview of how Checkout Links works with Shopify Flow, see Shopify Flow.

When to use it

Use Get customers whenever you want a Flow to send a link to a group of customers rather than just the one customer from the trigger. For example:

  • Every Monday, email your VIP segment a curated link

  • Send a win-back link to everyone with the lapsed tag

  • Send an exclusive launch link to customers matching a search like tag:vip AND orders_count:>0

How to add the action to a Flow

  1. In Shopify, open Flow and click Create workflow

  2. Pick a trigger — for example a Scheduled time trigger or any event-based trigger

  3. Click Add action and choose Checkout Links > Get customers

  4. Click Configure to open the settings page

  5. Pick a mode and fill in the value (see below)

  6. Add a Send Checkout Link step after it and pass the result through

Modes

Get customers has three modes. Pick one:

  • Segment — Click Browse segments to pick from your store's Shopify segments. The picker shows the segment name and its query. One segment per step

  • Tag — Type a single customer tag, like vip. Only one tag is allowed in this mode — use Query if you need to combine more than one

  • Query — Write a Shopify customer search query, like tag:vip AND orders_count:>0. This is the most flexible option

What it outputs

The action produces a customer list snapshot you can reference from later steps. The main thing you'll use is the segment handle — drag it into the Recipients field of a Send Checkout Link step to fan out the email.

It also returns a count (how many customers were snapshotted) and a truncated flag (true if the list was capped — see limits below).

Limits

  • 5,000 customer cap — Each snapshot holds up to 5,000 customers. If your segment or query has more, the list is cut off and the truncated output is set to true. Narrow the segment if that happens

  • 24-hour expiry — Snapshots expire 24 hours after they're created. The Send Checkout Link step that uses them needs to run inside that window. For most flows this is automatic, but watch out for long delay steps

  • Point in time — The list is captured when the Flow runs. New customers matching the segment afterwards aren't included until the Flow runs again

Example: send a Monday link to VIPs

  1. Trigger: Scheduled time — every Monday at 9am

  2. Get customers — mode Segment, segment VIP customers

  3. Send Checkout Link — set Recipients to the segment handle from step 2, pick the link in Email settings

Tips

  • Test with a small segment or a narrow query before scaling up — bulk sends are queued and dispatched async, so you won't see all the emails go out immediately

  • For multi-tag matching, use Query mode with AND / ORTag mode only accepts one tag

  • Shopify's customer search syntax is documented in Shopify's help center

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