1. Create workflow

Go to main tab Workflow list -> Click Create a workflow button to start setting up your rules.

2. Set up trigger

Select the workflow trigger to define when an order/customer is added tag or when the condition starts. We have 3 triggers:

When orders are created: When your customers finished check out step (land on your thank you page)

When orders are updated: When you update any field in one order

When orders are fulfilled: When you click "Fulfil item" in one order

3. Set up condition

There are 7 categories to set the rules and each of them will have its own criteria. Dive in here: Definition of Conditionswith a definition of all options you can choose.

E.g. If you want to add a tag with their total spent on your store like 12M.

4. Add tag

To filter your customers, you can use the Add tags to customers feature. There are two options for you to add tags to customers:

Add tags to customers the same as orders

Define tags using fixed tags or variable tags



This is how it look like in Customer detail.

5. Auto Schedule

Auto Schedule allows you to remove or update the customer tags (that you just add) after a certain period of time or on a certain date.

It means that let's say today you set up a workflow to add tag **sale** to customer. But then after 7 days, end of sale seasons, you can use Auto Schedule to remove or update the tag.


You can also update the tag sale to another tag like summer sale '23.

Updated on: 04/12/2024