Wholesale Customers

Customers that include the tag “wholesale”.

Who’s in This Segment

A customer is in this segment when they have the customer tag wholesale.

Customer tags are the tags on the customer in Shopify. Capitalization and spaces at either end don’t matter, but the whole tag has to match, so Wholesale matches wholesale and wholesale 2024 doesn’t.

Membership is worked out again each time your customer data refreshes, so customers move in and out of the segment on their own.

What to Do With It

Keep them out of consumer marketing and discount campaigns, and reach them separately with trade updates such as new lines and reorder reminders.

To use the segment outside By the Numbers, open it from the Customer Segments page and choose Sync under Sync Destinations. You can send it to Klaviyo, Mailchimp or Attentive for email and SMS, or to Meta, Google Ads, TikTok or Reddit Ads as an audience.

Auto-sync is on by default and resends the segment every 2–4 days, depending on the platform, so the audience keeps matching it. Sync now sends it straight away.

Inside By the Numbers, you can also apply the segment as a filter on reports to see how these customers buy.

Where to Find It

  • Customer Segments: this segment is on the Preset Segments tab. Open it to see who’s in it, how it’s trending and where it syncs.
  • Customer Loyalty: how your customers spread across loyalty groups by how recently and how often they buy.
  • How to Create a Custom Segment: build your own version of this segment with different rules.

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