Recipients Selector

Our recipients selector allows you to easily select all customers that should recieve gift card, discount code or store credit.

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:

123456789
987654321

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:

  1. Click "Select customers" button

  2. Browse or search for customers in the modal

  3. Check the boxes next to customers you want to include

  4. 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:

  1. Click "Select segment" button

  2. Browse available segments from your Shopify store

  3. Select the segment you want

  4. 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:

  1. Go to Shopify Admin → Customers

  2. Click "Segments" or "Create segment"

  3. Set your criteria

  4. Save the segment

  5. 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.


Comparing Recipient Methods

Feature
Manual List
Select Customers
Select Segment

Best for

Small, specific lists

Medium-sized selections

Large groups

Size limit

Any

50-200 practical

Unlimited

Requires preparation

List of emails

No

Segment must exist

Visual selection

No

Yes

Yes

Dynamic updates

No

No

Yes

Speed

Fast for small lists

Moderate

Very fast

Accuracy

Requires careful typing

High

High

Recommendation:

  • 1-50 customers: Use manual list if you have the emails

  • 10-200 customers: Use customer selector for visual browsing

  • 100+ customers: Use segment selector for efficiency

  • Pre-defined groups: Always use segments for consistency

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