Tag Management

How to add tag for order?
Step 1: From the Start Interface, click Create A New Rule to add tag:

Step 2: Move to the Conditions bar to set conditions for your tag, in which you could choose 1 type of field to create a new tag condition. There are 7 different categories you can choose or other field, those are listed in the picture below:


After selecting the tag's category, you can choose the item's field as if it has a name, vendor, variant id, etc…

For example, if you choose Product line items as category for a tag, the system will automatically require some further information:


Type in the item’s value you want, then choose if item contains, starts with or equals, etc… to match with that value. For example, if you want to tag orders that have at least 1 item whose price is greater than 200$, here’s how you set it up:


When you are done setting a tag for order, move to the Do Actions bar.

Step 3: After the check box in front of Add tag to order text: Type tag name in the Enter Tag Add blank, you can choose to enter the variable value, or you can choose from the list of values as below:


The name tag will be automatically added to your order by a double click on the value from the list.


When you are done setting a tag for order, click Save button and the app will bring you back to Tag Management page.

on Tuesday June 23 by hientran

How do I edit/remove tag?
Tags can be edited or removed in the Action column on the right of the tag thread. Besides, you can also edit a tag by clicking the tag’s name. Don’t forget to click Save after editing.
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on Tuesday June 23 by hientran

How do I add tag for customer?
Step 1: From the Start Interface, click Create A New Rule to add tag:


Step 2: At the Conditions bar, choose a category to create new condition for your tag:


This step is quite similar to adding a condition for an order tag. After you’ve chosen the type of field, each type has different subcategories.

For example, if you choose to tag customer by order shipping, you’ll have to fill in more information in the subcategories:



Step 3: Type tag name in the Enter Tag Add blank, you can choose to enter the variable value, or you can choose from the list of values as below:


Click Save to save the tag.

Besides, you could also create a tag for both order and customer by creating the conditions as normal and choosing both.****


Note: Auto Schedule is a special feature for Customer Tag only, and is used to set the expire date for a tag or to update a tag after a period:



You can choose to remove/update tag after a number of days or on an exact date you pick.

If you choose Number of days button, the app will automatically let you set the time to remove/update tag as picture above.

In case you choose Date button, you can pick the date on a pop-up calendar:



After finishing editing, click Save to save your settings.

For example, if you want to give customers whose total spent in a year has reached 1000$ on your store a private special discount of 10% for the next year, so they will feel that you truly care about your customers, then just create a tag for customer with relevant condition and set the Auto Schedule for 1 year.****


Choosing Remove tag means the tag will be auto-deleted after 1 year. Otherwise, you can choose to Update the tag to another tag after a year.


on Tuesday June 23 by hientran

How do I check conditions for existing orders?
Want to check if the tag you are about to add will be exactly as you need? Use our Test with current order tool at the bottom to check your previous orders. Please note that the test just checks the conditions only.


As you can see, order no. #1007 - 2407342899262 meets the conditions:

The result will be shown right under check bar, either conditions match or do not match your existing orders.

Note Orders can only be tagged when orders come AFTER the tag was created.
on Tuesday June 23 by hientran

How do I append Tags to the Order Note field & Remove tag?
If you want to display order tags on the order note field. Check the box Append Tags to the Order Note field and uncheck it if you don’t want to. Remove tag works the same, when you don’t want a tag included in an order, you check the box Remove tag and enter tag name.

on Tuesday June 23 by hientran

How can I download order tag list?
From the Tag management, you can also download the tag list that you have created by click the Download button


How do I add multi-conditions for a tag?
If you add more than 1 condition for a tag, then an order will need to satisfy all the conditions you set for that tag to get tagged.

For example, you want to tag any orders and customers that meet 2 conditions: customers bought buy more than 1 order AND at least 1 of which must price more than 200$, with the name “**Discount 5%**”:



After you’ve set up this new tag, any orders and customers that fulfil both conditions:

will be tagged with “Discount 5%”:


on Tuesday June 23 by hientran

How do I add a tag with separate conditions?
When you want to create a tag with two or more conditions but still want the order to get tagged even when it only satisfied one of those conditions, just simply create tags with the same name but different conditions.

For example, if you want the tag “Discount 10% in 1 year” to have two conditions:

“Total Spent of customer is greater than 1000”
“Shipping Zip Contain 10000”
but you accept even when orders only satisfy one of these two conditions to get tagged, then you need to create two separate “Discount 10% in 1 year” tags:

Tag “Discount 10% in 1 year” contains condition “Total Spent of customer is greater than 100000”
Tag “Discount 10% in 1 year” contains condition “Shipping Zip Contain 100000”


on Tuesday June 23 by hientran

How can I see all the orders or customers for a tag?
If you want to see all orders or customers of a tag, simply click the icons in Orders or Customer column on the left of the tag thread.


For example, you want to see orders which are tagged with “Discount 5%”, click to see orders list, and click for customers tagged with “Discount 5%” to display. You’ll be redirected to Orders or Customers page, where you’ll see what has been tagged with your tag. The picture below shows the result when I click button in “Discount 5%” tag

on Tuesday June 23 by hientran********************
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