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
| Condition | What It Checks | Triggers |
|---|---|---|
| Email address | Customer’s checkout email | Text triggers |
| Phone number | Customer’s phone number | Text triggers |
| Full name (First name + Last name) | Combined name | Text triggers |
| First name | First name only | Text triggers |
| Last name | Last name only | Text triggers |
Account Status (Boolean)
| Condition | True When… |
|---|---|
| Customer is logged in | Customer is signed in to their account |
| Customer is not logged in | Guest checkout (not signed in) |
| New customer | Customer has never ordered before |
| Repeat customer | Customer has at least one previous order |
Purchase History
| Condition | What It Checks | Triggers |
|---|---|---|
| Customer total previous spent | Lifetime spend ($) | Number triggers |
| Customer total number of previous orders | Lifetime order count | Number triggers |
Tags
| Condition | What It Checks | Triggers |
|---|---|---|
| Customer tag | Tags assigned to the customer in Shopify | Text 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:
| Condition | What It Checks |
|---|---|
| Purchasing company name | The B2B company name |
| Purchasing company location name | The company’s location name |
These are primarily available for validation rules and have limited availability for other rule types.