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 Conditions with a definition of all options you can choose.

E.g. To create a rule to Add tag "If one of the items in order has a Product Tag containing PDP, add the tag PDP to that order"



Auto Tag help: You can add more than one condition in one workflow, using AND - OR.

E.g. If you want to sort all products with the name Jeans, you can try this workflow.

4. Add tag

Tick "Add tag to order" and name your tag. You can add fixed tag or dynamic tag.

You can add as many tags as you want and seperate them by a comma and a space. For example: PDF, excel, cvs

For example, you add PDF as a fixed tag.



And this is your result on Order list. All tags are automatically added. Save tons of your time.

Updated on: 04/12/2024