Your sales team has no reliable signal for which shoppers are closest to buying. Cart adds are short-term. Browsing data is noisy. Most CRM segments are built on past purchases, not current intent.

Wishlists are different. A shopper who has saved a product has expressed a specific, deliberate intent to buy it. When that shopper has also made multiple prior purchases, the combination of repeat loyalty and active product interest is your strongest indicator of near-term revenue.

This playbook gives your sales team a live, automated feed of high-value prospects based on wishlist signals, without manual list-building or data exports.

Who This Playbook Is For

Sales and CRM teams at DTC brands who run outreach to high-value customers. Also relevant for brands with a concierge or personal shopping service, or any merchant who wants to route specific customers to priority treatment based on intent.

What You Will Build

When a repeat customer (3 or more prior orders) adds a product to their wishlist, Shopify Flow automatically tags them as a VIP prospect. Your sales or CRM team sees the tag immediately and can trigger outreach, route to a priority segment, or enrol them in a dedicated high-value campaign.

Go to Apps in your Shopify Admin. Open Shopify Flow. Click Create Workflow.

Select the Swym trigger: Added to Wishlist. This fires when any shopper saves a product to their Wishlist Plus list.

Click Select Condition. Add a rule based on the customer's order history. Common conditions:

• Customer order count is greater than or equal to 3
• Customer total spend is greater than a defined threshold (e.g. $500 lifetime)
• Customer has a specific tag already applied (e.g. returning-customer or loyalty-member)

You can stack multiple conditions. For example: order count above 3 AND product price above $100.

Select Add Tag from the Customer actions list. Enter your VIP tag label. Use a consistent naming convention your team will recognise in CRM reports. Examples: vip-intent, high-intent-q2, wishlist-vip.

Once tagged, the customer record is updated in Shopify immediately. Any CRM or marketing tool synced to Shopify customer tags will pick up the change.

Stack a second action to send an internal notification. Use Send Internal Email or connect to Slack via HTTP Request to alert your sales team when a VIP tag is applied. Include the customer name, product saved, and product price.

This turns the workflow into a live sales alert: your team knows within minutes when a high-value customer is actively considering a purchase.

Review and publish. The workflow runs automatically from this point.

How Sales Teams Use the Tag

Once a customer is tagged, your team has several follow-up options:

• Send a personalised outreach message referencing the product they saved
• Enrol them in a VIP-only campaign with exclusive pricing or early access
• Route them to a concierge or personal shopping flow
• Flag for proactive support outreach before they contact you

Outreach timing: within 48 hours of the wishlist add performs best.

Message angle: acknowledge that they are a valued customer. Reference the specific product.

Avoid: generic 'we noticed you visited our store' messaging. Be specific or do not reach out.

What Success Looks Like

• VIP tags applied per week: indicates volume of high-intent prospects surfaced
• Outreach conversion rate: orders placed within 14 days of receiving VIP outreach
• Revenue per VIP tag: average order value from customers who were tagged and converted