Automated Shopify Loyalty Tier Upgrade Drafts
Every morning, WebRun opens Shopify, finds customers whose total lifetime spend crossed a loyalty tier threshold in the last 24 hours (whether shopping online or in-store), drafts a personalised congratulation email for each, and saves them as Gmail drafts for your team to review and send.
Shopify
find customers who crossed a loyalty tier threshold
How do I automatically draft loyalty tier upgrade emails for Shopify customers?
WebRun checks Shopify every morning for customers whose lifetime spend crossed a loyalty tier threshold in the last 24 hours, whether from online or in-store purchases. It drafts a personalised congratulation email for each in Gmail and holds every message for your team to review and send, so no email goes out unreviewed.
- Every tier upgrade noticed within 24 hours so customers feel recognised promptly
- No congratulation email sent without human review protecting brand quality
- Both online and in-store spend counted so omnichannel customers are never overlooked
Built for Shopify store owners · omnichannel retailers · loyalty program managers · customer experience teams
What does WebRun do on every run?
The exact actions WebRun takes, in order - in plain language, so you can adjust anything.
-
WebRun signs in and gets to work
Opens
admin.shopify.com/customersin a real browser with your saved login - no setup, no API keys. -
1
Shopify - find customers who crossed a loyalty tier threshold
WebRun opens Shopify to find customers who crossed a loyalty tier threshold. - Open Shopify Admin and go to Customers
- Filter for customers whose total spend crossed a tier boundary (for example: Silver at 250, Gold at 500, Platinum at 1000) in the last 24 hours based on order history
- Capture each customer's name, email, new tier, total spend, and the order that pushed them over
- Skip customers who already received a tier-upgrade email for this crossing
Done when All customers who crossed a loyalty tier in the last 24 hours are listed with their new tier details.
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2
Gmail - draft personalised tier-upgrade congratulation emails
gmail.com
WebRun opens Gmail to draft personalised tier-upgrade congratulation emails. - Draft a warm congratulation email for each customer naming their new tier and lifetime spend milestone
- Include any tier benefits they have unlocked (as supplied in your template)
- Save each as a Gmail draft for your team to review, personalise further if needed, and send
Done when A Gmail draft congratulation email exists for every qualifying tier-upgrade customer.
How is each run configured?
Secure by default
Connect once, stays signed in
WebRun signs in once and keeps each session in a persistent environment, so every run picks up right where it left off.
Shopify
Sign in once
Every action is checked against this policy before it runs.
Questions, answered
Will it send the congratulation email to customers automatically?
No. Every congratulation email is saved as a Gmail draft for your team to review and approve before sending. No message goes out without a human clicking Send.
How does it track tier thresholds?
You define your tier spend thresholds during setup (for example Silver at 250, Gold at 500). WebRun reads each customer's lifetime spend total from Shopify and checks it against those thresholds each morning.
Does it count both online and in-store purchases toward the tier?
Yes. WebRun reads the full Shopify customer order history, which includes both online and POS purchases, so the tier calculation reflects true omnichannel spend.
Related templates
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