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How to Target Specific Customer Segments Using Customer Tag Rules

Target first-time buyers, returning customers, or tagged customers with Customer Tag Rules, and how cookie consent affects them.

Written by Diana Ibarra

What Are Customer Tag Rules?

Customer Tag Rules let you customize which products appear in your widgets based on customer behavior or tags. This helps ensure that each customer sees the most relevant offers—boosting engagement and conversions.


Target First-Time Buyers

To show offers only to new customers (and hide them from returning ones), set up two rules in your widget's data source:

First-time buyer targeting reads the shopper's Shopify order history, which Rebuy can only see for a logged-in shopper who has allowed tracking in your store's cookie consent banner. A returning customer who has not allowed tracking reads as having 0 orders and sees the first-time buyer offer.

1. Exclude Returning Customers

  • Create a rule that hides all products for customers who have previously made a purchase.

  • Important: Toggle on "Exit if Matched". This prevents returning customers from moving on to the next rule and seeing offers meant for first-timers.

2. Show Offers to First-Time Buyers

  • Add a second rule that displays products (e.g., from AI Recommendations) to all other customers.

  • Because the first rule exits returning customers, only first-time buyers will reach this one.

💡 Tip: You can customize this second rule to show any product collection, not just AI Recommendations.



Target Customers with Specific Tags

You can also use Customer Tags to tailor offers more precisely:

A Customer Tag rule can only see the tags of a logged-in shopper who has allowed tracking in your store's cookie consent banner. Rebuy sees no tags for a tagged customer who has not allowed tracking, so an offer shown to a tag such as VIP does not appear for that customer.

Show Offers to Tagged Customers

  • Create a rule that checks for a specific customer tag (e.g., “VIP” or “Subscribed”).

  • Show a relevant product group or offer to customers with that tag.

Hide Offers from Tagged Customers

  • Reverse the logic to exclude customers with a specific tag from seeing certain offers.

Hiding an offer from a Customer Tag works only for tagged customers who have allowed tracking in your store's cookie consent banner. Rebuy sees no tags for a tagged customer who has not allowed tracking, so that customer sees the offer you meant to hide from them.


How cookie consent affects customer data source rules

Customer data source rules, including Customer Tag, Customer Order Count, Customer Total Spent and Customer, can only read a logged-in shopper's Shopify customer record when that shopper has allowed tracking on your store. Rebuy checks Shopify's customer privacy settings for each shopper and sends the shopper's Shopify customer ID with a widget's data source request only when analytics tracking and marketing tracking are allowed. Without that customer ID, the data source has no customer record to check.

Tracking is not allowed for a shopper in cases such as the following:

  • The shopper declined tracking in your store's cookie consent banner.

  • The shopper is in a region where your store requires consent and has not answered the cookie consent banner yet.

When tracking is not allowed, Rebuy evaluates customer data source rules for that shopper as if no customer record exists, even when the shopper is logged in:

  • A Customer Tag rule sees no tags. An offer shown to a tag such as VIP does not appear for that shopper, and an offer hidden from a tag does appear.

  • A Customer Order Count rule reads the order count as 0, so a returning customer is treated as a first-time buyer.

  • A Customer Total Spent rule reads total spent as 0.

  • The Customer rule, which checks for a logged-in shopper, does not match.

Rebuy widgets on your online store, including Smart Cart cross-sell widgets, all follow the shopper's cookie consent choice in this way, and Rebuy has no setting that reads customer data for a shopper who has not allowed tracking.

To check whether cookie consent explains a missing customer offer, open your store in a private browser window, log in as the customer, accept your store's cookie consent banner, and reload the page. If the offer appears after you accept, the customer's tracking choice was the cause.

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