Spend Tiers

Dynamic Spend Tiers with Shopify Segments

Novel tiers can be powered dynamically using Shopify customer segments, customer tags, and Shopify Flow.

This allows you to create flexible spend tiers based on:

• Lifetime spend

• Last 365 days spend

• Rolling 6-month spend

• VIP qualification windows

• Custom Shopify segment logic

Because Novel tiers are linear, this setup is primarily used for tiers above your base tier.

Example:

• Base Tier: $0–$300

• Silver Tier: $300–$600

• Gold Tier: $600–$1,200

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Step 1 — Create Shopify Segments

Create a Shopify customer segment for each spend tier.

Example:

Customers who have placed orders with a total spend between 600 USD and 1200 USD within the past year

You can create segments using:

• Lifetime spend

• 365-day spend

• Rolling windows

• VIP qualification logic

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Step 2 — Bulk Tag Customers

After creating the segment:

1. Open the segment

2. Select customers

3. Bulk add a customer tag

Example tags:

Novel Tier: SilverNovel Tier: GoldNovel Tier: VIP

Novel syncs Shopify customer tags automatically, usually within a few minutes.

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Step 3 — Configure Tags Inside Novel

Inside Novel, assign each tier to the matching Shopify customer tag.

Example:

Silver Tier → Novel Tier: SilverGold Tier → Novel Tier: Gold

When the customer tag changes, the wallet pass updates automatically.

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Step 4 — Automate Tier Changes with Shopify Flow

Use Shopify Flow to automatically add or remove tags as customers move between segments.

Recommended Triggers

• Customer joined segment

• Customer left segment

Example

When a customer joins:

365_600_to_1200

Add tag:

Novel Tier: Gold

When a customer leaves the segment, remove the same tag.

This keeps tiers automatically updated based on customer spend.

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Benefits of This Setup

• Dynamic spend windows

• Automatic tier upgrades/downgrades

• Flexible Shopify segmentation logic

• Real-time wallet pass updates

• Fully automated tier management