Use this section to create rules to add tags to orders, customers, and also the order note field.
From the first page of the app interface, click Create a workflow button to set up your rules



Step 1: Select the workflow trigger



Step 2: Set up condition

To set conditions, you can use both IF - AND and IF - OR for the same rule, which saves your time on setting separate rules.
There are 7 categories to set the rules and each of them will have its own criteria, you can refer to this article for the list of criteria
You will see a list of options in the dropdown of criteria option

This is an example to create a rule in order to add the tag if one of the items has a Product Tag containing PDP then add the tag named PDP to that order



Step 3: Add tags
It's possible to add fixed tag(s) or a dynamic tag(s)



Related articles
How to add the tag(s) to the customer
How to remove the tag(s) from order
How to add the tag(s) to order's note
Auto Tags Customer & Order - Rule Criteria and options
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