With Simple Affiliate, all affiliates are created as customers with the tag "Affiliate". This feature allows you to easily create customer groups and segments, which will help when emailing affiliates using your preferred email marketing platform. Below you learn how to use Shopify's email feature to contact affiliates.

  1. Using Shopify's Marketing Campaign Feature

  2. Create a Segment in Klaviyo

  3. Importing Contacts to Mailchimp

    1. Shopify App Tags and Groups rules

    2. Importing Contacts to Mailchimp with CSV

Using Shopify's Marketing Campaigns feature

1. Filter customers with an "affiliate" tag

  • Navigate to the "Customers" section in your Shopify Admin

  • Click "filter" and select "Customer tags"

  • Next, select CONTAINS 'Affiliate'

  • Click "Save segment" and enter a name for your segment

2. Create a "Campaign"

  • Navigate to the "Campaigns" section under "Marketing"

  • Click the "Create campaign" button

  • Select "Shopify Email" from the list

3. Configure the "Campaign"

  • Choose the desired campaign template from the list provided by Shopify

  • Click the "To:" field and select the customer group we created for affiliates

  • It is important to remember that only subscribed customers will be available for email campaigns


Create a Segment in Klaviyo

  • In Klaviyo, navigate to the "Lists & Segments" tab in your account

  • Click Create "List / Segment" in the upper right corner

  • Click the "Segment" option

  • Use the "Affiliate" tag

  • Click "Create Segment"

    A cursor clicks the Create List/Segment button in Klaviyo, then selects Segment on the following page


Shopify App Tags and Groups rules

  1. Click Apps.

    shopify sidebar
  2. Select Mailchimp: Email Marketing.

    Shopify mailchimp listing
  3. Click on the Tags & Groups tab.

    Shopify sync overview tags tab
  4. Click the Add a rule button.

    add a rule button
  5. Create a Rule name and choose the criteria you want to apply to your customers.

    Shopify tag rule builder
  6. You can add multiple and/or criteria to the rule, then click Save and continue.

    save and continue button
  7. Click the first drop-down menu to Choose an action. You add or remove the customer from a tag in Shopify and Mailchimp, add/remove an order from Shopify, or add/remove a customer from an interest group in Mailchimp.

    Shopify Tags groups rules
  8. Click Activate rule.

    shopify activate rule button


Importing Contacts to Mailchimp with CSV

  • Navigate to the "Customers" section in your Shopify Admin

  • Click "filter" and select "Customer tags"

  • Next, select CONTAINS 'Affiliate'

  • Click the "Export" button to download the segment

  • Use Mailchimp's import wizard to upload the segment file


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