Customer Conditions

Customer conditions let you create rules based on who the customer is — their account status, tags, order history, and spending.

Available Conditions

Identity & Contact

ConditionWhat It ChecksTriggers
Email addressCustomer’s checkout emailText triggers
Phone numberCustomer’s phone numberText triggers
Full name (First name + Last name)Combined nameText triggers
First nameFirst name onlyText triggers
Last nameLast name onlyText triggers

Account Status (Boolean)

ConditionTrue When…
Customer is logged inCustomer is signed in to their account
Customer is not logged inGuest checkout (not signed in)
New customerCustomer has never ordered before
Repeat customerCustomer has at least one previous order

Purchase History

ConditionWhat It ChecksTriggers
Customer total previous spentLifetime spend ($)Number triggers
Customer total number of previous ordersLifetime order countNumber triggers

Tags

ConditionWhat It ChecksTriggers
Customer tagTags assigned to the customer in ShopifyText triggers

Common Setups

VIP-only payment options:

Customer tag → Equals to → “VIP” (Show only specific payment methods for VIP customers)

Block guest checkout over a threshold:

Customer is not logged in AND Order total → Is greater than → 500 (Validation rule requiring login for high-value orders)

Special shipping for repeat customers:

Repeat customer (boolean) (Discount shipping rule with free shipping for returning customers)

Restrict by customer email domain:

Email address → Contains string → “@company.com” (Rules for corporate/B2B customers by email domain)

Different rules for high-spend customers:

Customer total previous spent → Is greater than → 1000 (Unlock premium shipping options for loyal customers)

Tips

  • Customer tags are managed in Shopify Admin under Customers. The app syncs customer tags automatically so they’re available during checkout.
  • Phone number also appears in the Address category of the condition picker for convenience.
  • “First name” and “Last name” are only available for validation and payment rules. For shipping and discount rules, use “Full name (First name + Last name)” instead.
  • Guest vs logged in — these boolean conditions are useful for enforcing account-based rules without needing specific customer data.
  • Purchase history conditions (total spent, order count) rely on Shopify’s customer data. New customers with no history will have $0 spent and 0 orders.

B2B Customers

For B2B (business-to-business) customers, two additional conditions are available:

ConditionWhat It Checks
Purchasing company nameThe B2B company name
Purchasing company location nameThe company’s location name

These are primarily available for validation rules and have limited availability for other rule types.