Articles on: Auto Tags Customer & Order

Tag Management

Tag Management

How to add a tag for an order?
Step 1: From the Start Interface, click Create A workflow to add the 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 another 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 a category for a tag, the system will automatically require some further information:

Type in the item’s value you want, then chooses if the item contains, starts with, 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 2000$, 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 the 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:

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

How do I edit/remove the 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.

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

Step 2: At the Conditions bar, choose a category to create a 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 a customer by order shipping, you’ll have to fill in more information in the subcategories:

Step 3: Type the 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 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 expiry 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 the 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.

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 workflowtool on the right side of the screen to check your previous orders. Please note that the test just checks the conditions only.

As you can see, order no. #1019 with order's ID 4418597191878 meets the conditions:

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

Note Orders can only be tagged when orders come AFTER the tag was created.

How do I append Tags to the Order Note field?
If you want to display order tags on the order note field. Check the box Copy Tags to the Order Note field and uncheck it if you don’t want to.

How can I download the order tag list/export the workflow list?
From the Workflow list, you can also download the tag list that you have created by clicking the Export button

How do I add multi-conditions for a tag?
If you add more than 1 condition for a tag, then the 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 more than 1 order AND the total that customer spent is more than 200$, with the name Giveaway discount voucher

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

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 to add the tag to order if it matches with one of two conditions:

one of the Products contains the product tag Jean
one of the Products is from the Collection ID 276699873478

Updated on: 08/07/2022

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