How it works

Follow these 5 simple steps to start automatically removing customer tags when subscriptions get cancelled

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Subscription Cancelled
This trigger detects when customers cancel their Recharge subscriptions, starting the workflow to clean up their Shopify customer tags immediately.
This step automatically monitors your Recharge account for subscription cancellations and captures the customer ID associated with the cancelled subscription. No configuration is required - MESA listens for the "subscription/cancelled" event from Recharge and passes the customer information to the next step. The trigger ensures your workflow runs in real-time whenever cancellations occur, maintaining accurate customer segmentation in your Shopify store.
Time to complete: Auto-configured (0 minutes)

Retrieve Customer
This step fetches the complete Recharge customer record to get their external Shopify customer ID, which is needed to update tags in your Shopify store.
The step automatically queries Recharge's customer database using the customer ID from the cancelled subscription and retrieves their full customer profile, including the external_customer_id that links to their Shopify account. This connection between Recharge and Shopify customer records is essential for the workflow to know which Shopify customer needs their tags updated. The retrieved customer data gets passed to the next step for Shopify lookups.
Time to complete: Auto-configured (0 minutes)

Retrieve Customer
This step fetches the Shopify customer record to verify the customer exists and check their current tags before attempting to remove any.
Using the external customer ID from Recharge, this step queries your Shopify store to get the customer's complete profile, including their current tag list. This verification step prevents errors from trying to modify non-existent customers and ensures the workflow has the most current tag information. The Shopify customer data flows to both the filter step (to check if the target tag exists) and the final removal step.
Time to complete: Auto-configured (0 minutes)

Check if the tag matches
This conditional check prevents unnecessary API calls by only proceeding to tag removal if the target tag actually exists on the customer.
You'll configure the tag name you want to filter for in the "What is the Shopify customer tag that you want to filter for?" field - enter the exact tag text like "VIP Subscriber" or "Active Member". The filter compares this tag against the customer's current tags from Shopify, and only allows the workflow to continue if the tag is found. This prevents errors and keeps your automation efficient by avoiding removal attempts on tags that don't exist.
Time to complete: 1 minute
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Customer Remove Tag
This final action removes the specified tag from the Shopify customer, completing the cleanup process after subscription cancellation.
You'll specify which tag to remove in the "What is the Shopify customer tag that you want to remove?" field - this should typically match the tag you filtered for in the previous step. The step uses Shopify's API to remove the tag from the customer's profile, ensuring your customer segments stay accurate after subscription changes. Once completed, the customer will no longer have subscription-related tags that could trigger irrelevant marketing campaigns or customer service workflows.
Time to complete: 1 minute

Make it your own

Customize this workflow even further:

Add multiple tag removals
Remove several tags at once by adding multiple "Customer Remove Tag" steps, such as removing both "VIP Subscriber" and "Monthly Member" tags when subscriptions end.
Set conditional logic for different subscription types
Use Filter steps to check subscription product types or billing frequencies, then remove different tags based on whether it was a monthly, yearly, or specific product subscription.
Store cancellation data in tables
Save cancelled subscription details like cancellation date, subscription length, and customer information in MESA Tables for churn analysis and re-engagement campaigns.
Chain notification actions
Add Slack, email, or SMS steps to alert your team when high-value subscribers cancel, giving you immediate opportunities for retention outreach.

Frequently asked questions

What happens if a customer has multiple active subscriptions but only cancels one?
The workflow removes the tag regardless of other active subscriptions. Consider adding a filter to check if the customer has other active Recharge subscriptions before removing tags to avoid premature removal for customers with multiple products.
Can I remove different tags based on which specific product subscription was cancelled?
Yes, you can add filters that check the cancelled subscription's product details and then remove different tags accordingly. For example, remove "Coffee Subscriber" tags for coffee subscriptions but "Supplement Member" tags for supplement subscriptions.
What if the Shopify customer doesn't exist when trying to remove the tag?
The "Retrieve Customer" step will fail gracefully if the Shopify customer is not found, preventing the workflow from proceeding to tag removal. This protects against errors when Recharge customers don't have corresponding Shopify accounts.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

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