Recipients Selector
The recipients selector lets you choose who should receive gift cards, discount codes, or store credit. There are five input methods, each suited to a different scenario.
Used by: Gift Card Bulk Send, Discount Codes Bulk Send, Store Credit Bulk Add, and several campaigns.
Method 1: Manual List of Emails (Default)
How it works: Type or paste a list of email addresses or customer IDs directly into the text field.
Format:
Separate entries with commas OR new lines
Mix of emails and customer IDs is allowed
Extra spaces are automatically removed
Examples:
Comma-separated:
New line separated:
Mixed format:
Using customer IDs:
When to use:
You have a specific list of customers
You're copying emails from a spreadsheet
You have 50 or fewer customers
You need precise control over recipients
Tips:
Copy from Excel/Google Sheets directly - the app handles formatting
If you have customer IDs from Shopify exports, you can use those
The app will create new customer records if emails don't exist yet
Always double-check for typos in email addresses
Method 2: Select Customers
How it works: Click a button to open a customer selector where you can browse and choose specific customers from your store.
Steps:
Click "Select customers" button
Browse or search for customers in the modal
Check the boxes next to customers you want to include
Click "Confirm" to apply your selection
Features:
Search by name, email, or customer details
See customer information before selecting
Multi-select - choose as many as needed
Change selection anytime before creating the operation
Clear all selections with one click
When to use:
You want to browse your customer list
You need to verify customer details before selection
You're not sure of exact email addresses
You want a visual selection process
You have 10-200 customers to select
Display: After selection, you'll see a green banner showing:
"X customers selected"
Buttons to change or clear your selection
Method 3: Select Customer Segment
How it works: Choose an entire customer segment that you've already created in Shopify, and all members of that segment will receive gift card, discount code or store credit.
Steps:
Click "Select segment" button
Browse available segments from your Shopify store
Select the segment you want
Click "Confirm" to apply
Features:
Uses your existing Shopify customer segments
Automatically includes all segment members
Shows member count before confirmation
Perfect for large groups
Updates dynamically if segment membership changes before execution
What are Shopify Segments? Customer segments are groups of customers in Shopify based on criteria like:
Purchase history (e.g., "Customers who spent $500+")
Location (e.g., "Customers in California")
Engagement (e.g., "Subscribed to marketing")
Custom tags or attributes
Creating Segments: If you haven't created segments yet:
Go to Shopify Admin → Customers
Click "Segments" or "Create segment"
Set your criteria
Save the segment
Return to Gift Card Factory and select it
When to use:
You have existing segments in Shopify
You're targeting large groups (100+ customers)
You want dynamic membership (segment updates automatically)
You run regular campaigns to the same groups
You need consistent targeting across operations
Display: After selection, you'll see a green banner showing:
"Segment: [Segment Name] (X members)"
Buttons to change or clear your selection
Important: The segment members are evaluated at the time the operation runs, not when you create it. If you schedule the operation for the future, the segment membership may change between now and then.
Method 4: Customers Query
How it works: Enter a Shopify customer search query (e.g. tag:vip, orders_count:>5, or a Liquid expression like tag:birthday-{{ "now" | date: "%m-%d" }}). The recipient list is resolved at execution time — every customer matching the query when the operation runs becomes a recipient.
Steps:
Switch to the Customers query tab.
Enter your query in the input field.
Use the Test Query button to preview the matching customers.
The query is saved with the operation; the actual list is computed when the operation executes.
Features:
Dynamic recipients — the same query produces different recipients on different days (e.g.
tag:birthday-{{ "now" | date: "%m-%d" }}matches today's birthdays each time it runs).Uses Shopify's customer search syntax, supporting
AND/OR/NOT, wildcards, and many fields (tags, location, orders count, marketing consent, etc.).Supports Liquid templating for date-based queries.
No upfront list — recipients can be added/removed by tagging or untagging customers in Shopify.
When to use:
Recurring or scheduled campaigns where the audience changes over time (birthday campaigns, anniversary campaigns, "customers tagged X this month").
Tag-driven workflows where you (or another system) maintain audience membership via Shopify tags.
Targeting by attribute (location, marketing consent, order count) without manually building a list.
Pairing with the Customers Query Selector docs for in-depth syntax reference and examples.
Limitations:
Operations resolving more than 3000 matching customers are paused. If your query matches more, narrow it (more specific tags, additional
ANDconditions).You won't see the actual recipient list until the operation runs (use Test Query to preview, but remember the test runs against today's date — scheduled runs will use the date at execution time).
See also: Customers Query Selector for the full query syntax, Liquid filters, and worked examples.
Method 5: Customer Segment Query
How it works: Enter a query in Shopify's segment language — the same one used in Customers → Segments — such as customer_tags CONTAINS 'vip' AND amount_spent >= 500 or anniversary(date: 'metafields.facts.birth_date') = today. Unlike Method 3 you don't need to save a segment first, and unlike Method 4 you get the full power of segment filters (spend, order dates, metafields, store credit balances, products purchased). The recipient list is resolved at execution time.
Steps:
Switch to the Customer segment query tab.
Type your query, or click an Example button to start from a template.
The app validates the query as you type and shows how many customers match right now (syntax errors show Shopify's own message).
Save — the query is stored with the operation and re-evaluated whenever it runs.
Examples:
When to use:
You already think in Shopify segments, or want to reuse a query from the Shopify segment editor without saving it.
You need filters the search syntax can't express (lifetime spend, last order date, metafields, store credit balance, products purchased).
Recurring / scheduled campaigns with a dynamic audience.
Limitations:
Operations resolving more than 3000 customers are paused — the live count warns you before you save.
Metafield filters need a customer metafield definition; functions take named parameters (
anniversary(date: '…')).
See also: Segment Query Selector for the syntax, field reference and worked examples.
Comparing Recipient Methods
Best for
Small, specific lists
Medium-sized selections
Large groups
Recurring / dynamic campaigns
Recurring / dynamic campaigns with rich filters
Size limit
Any
50–200 practical
Unlimited
Up to 3000 per execution
Up to 3000 per execution
Requires preparation
List of emails
No
Segment must exist
Tags / attributes set on customers
Knowing Shopify's segment language
Visual selection
No
Yes
Yes
No (live count preview)
No (live count preview)
Dynamic at run time?
No (static list)
No (snapshot)
Yes (segment members re-evaluated)
Yes (query re-runs)
Yes (query re-runs)
Supports Liquid dates?
No
No
No
Yes
Yes (built-in relative dates preferred)
Speed to set up
Fast for small lists
Moderate
Very fast
Moderate (query authoring)
Moderate (query authoring)
Accuracy
Requires careful typing
High
High
High (assuming correct query)
High (validated as you type)
Recommendation:
One-off, small list (1–50) → Manual list, if you have the emails.
One-off, medium browse-and-pick → Select customers.
One-off, large pre-defined group → Select segment.
Recurring / scheduled with changing audience → Customers query.
Date-driven (birthdays, anniversaries) → Customers query with Liquid, or a segment query with
anniversary(date: …)on a birthday metafield.Spend / order-history / store-credit targeting → Customer segment query.
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