Getting Started
About Auto Tag & Flow
Auto Tags Customers and Order is one of 25+ services provided by Omega - a Shopify expert with 18-year experience. Manage and organize your orders and customers just by simple workflows. Tagging is a crucial step to automate your workflow in the Shopify store so you can manage, process, and fulfill your orders/customers easily. Our app can create automatic workflows to tag or remove tags. With taggedSome readersApp configuration
Let's take a tour around our app to see what you've got. After installing app, you will be directed to the app admin right in your Shopify admin. ⌛ You can save your time more by Pinning it in your Shopify admin. Here’s what our app offers in the App Admin section and the benefits you’ll receive from each feature: 1. Overview: Our homepage, where you can take a look how you can do with our aSome readersWORKFLOW TEMPLATES
Confused when creating workflow? We're to help. We provide popular workflows picked and loved by our customers, which help you with: Customer management Order management Risk and fraud management Loyalty and retention Promotions In template page, you can search and filter by group to find your best fit. We put it in a playbook with all common cases andSome readers
Definition of conditions
Criteria Options
Here is the definition of Criteria Options used in the app: For text Containing: Check the criteria if it contains the string you have specified anywhere in the value Not containing: Check the criteria if it DOES NOT contain the string you have specified anywhere in the value Start with: Check to see if the value specified appears at the beginning of the chosen criteria End with: Check to see if the value specified appears at the end of the chosen criteriaPopularDefinition of Conditions: Product
An order can have many items. In it, each item has condition fields. These conditions will have more options: one of the items (one of the items), all of the items (all items), none of the items (none of the items) Collection ID Is the id of the collection containing the product Collection TitlSome readersDefinition of Conditions: Shipping line
One order will have many shipping lines, each of them will have enough condition fields next to it. These conditions will have more options: one of items (one of the shipping lines) all of items (all shipping lines) none of items (no items in any of the shipping lines) Shipping Code A code that references the shipping method (https://storage.crisp.chat/users/helpdesk/website/8383e5404a31c000Some readersDefinition of Conditions: Transaction
This article will help you to definite the fields that are included in a transaction in Shopify's order Landing Site The URL of the page when the buyer has come to the store, usually takes a key that changes a little like the domain Source Name Source of checkout (https://storage.crisp.chat/users/helpdesk/wSome readersDefinition of Conditions: Customer
Only 1 customer per order =No more option one/all/none. All information related to customerSome readersDefinition of Conditions: Order
There are some fields of an order that you may need to create the condition, please take a look here App ID ID of the application that created the order Buyer Accepts Marketing (true or false) Does the customer agree to receive email updates from the shop (true: yes, false: no) Order AttributesFew readersDefinition of Conditions: Shipping address
Only one shipping address is allowed per order, therefore there is no more "one/all/none of" options Shipping Address 1 Delivery address Shipping Address 2 The street address of the shipping address (optional) Shipping City The city of the shipping address (optional) Shipping Company Recipient's company Shipping Country Country of delivery address (country) Shipping CoSome readersDefinition of Conditions: Billing address
Only one billing address is allowed per order, therefore there is no more "one/all/none of" options. The billing address can be the same of different from the shipping address, but the definitions of conditions are similar Billing Address 1 The street address of the billing address Billing Address 2 The street address of the billing address (optional) Billing City City, town, or village oSome readers
Main features
Add tag to an order
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 tagged or when the condition starts. We have 5 triggers: When orders are created When orders are updaSome readersAdd tag to order's note
Order note will be displayed in your order detail like this. Notes to your order You can copy all the "Tags to order" to the note field (as in above image) just by one click.Some readersRemove tag from order
Auto Tags by Omega app can remove any old tags which might have previously been applied by the app itself or by other third party apps. You can remove tags from order and customer as well. You still need to create a workflow and set up condition, and click Remove tags. Then insert tags you want to remove. Whenever there's a new order with same tag, it'll be removed. If you want to remove tags to old orders, check out ourSome readersAdd tag to a customer
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 tagged or when the condition starts. We have 5 triggers: When orders are created When orders are updated When orders are fulfilled When orders are paid When orders are cancelled 3. Set up condition There are 7 categories to set the rules and each of them will have its ownSome readersRemove tag from customer
Auto Tags by Omega app can remove any old tags which might have previously been applied by the app itself or by other third party apps. You can remove tags from order and customer as well. Whenever there's a new order from customer with same tag, that tag'll be removed.Some readersAdd tag to a product
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 a product is added tag or when the condition starts. We have 2 triggers: When products are created When products are updated 3. Set up condition (optional) There are 2 categories to set the rulesSome readersRemove tag from product
Auto Tags by Omega app can remove any old tags which might have previously been applied by the app itself or by other third party apps You can remove tags from product as well You still need to create a workflow and set up condition, and choose action "Remove tags from product". Then insert tags you want to remove.Some readersReprocess Tags (Add/remove tag to old orders)
Reprocess Tag means that you can add or remove tags to old orders in your Order list. A. Reprocess orders with all workflows If you want to tag or remove tags from old orders with all workflows that you just set up, please go to Settings -Reprocess TagsSome readersDynamic Tags 🔥
Dynamic Tags is designed for the dynamic value. For example: date, payment gateway, discount code, etc. For example: All customers have order with shipping fee more than 1000, you need to re-confirm with them. Then, you want to add the shipping free tag on the order and customer as well. You can use our dynamic tags. First, you still need to create workflow and set up conditions as in here. (https://storage.crisp.chat/uSome readersSHOPIFY FLOW Integration
Now you can use Auto Tags in your Shopify Flow automation. 👉🏻 Find out more about Shopify Flow here. 👉🏻 Get Shopify Flow. 👉🏻 Connect your email to start workflow. So how can you benefit from Omega Auto Tags and Shopify Flow? You caSome readersConnect email for SHOPIFY FLOW Integration
By connecting your email, you can get & send emails to your customers. Go to Integration menu -Click Set up button 1. Gmail SMTP If you use the Gmail SMTP, please check app password from your Google Account. Fill all information into those fields (Note: Password is app password in Google account - not your email password).Popular
FAQs
FAQs: How to get order ID?
Go to your Order list in Shopify admin & click on order you want to get ID. The number at the end of the order link is the order ID.Some readersFAQs: Why is the tag not added to order?
If a tag is not added to an order, it's very likely because the order's information doesn't match with the condition you set. Please follow the steps below to test the workflow: Copy the order's ID which you believe should be tagged Open the workflow that you think should be applied to the order Input the order's ID to the test field and click Check condition If it does not match, it will show which condition(s) did not match with your order, so you can create a more suitable conditioSome readers
Pricing Plan
Auto Tag & Flow Automation: Pricing plan
Pricing plan When you install our app for the first time, you can use it free of charge for 07 days of trial. The trial period only available once for each store. You can re-install the app as many times as you want within those 07 days and you will not be charged, but after trial period, if you uninstall the app and install it again, you will be charged immediately. About Trial Extension: WeSome readersAuto Tag & Flow Automation: Charge policy
App prorating, upgrades, and downgrades If you upgrade or downgrade your subscription with an app, then the app will prompt you to agree to a new recurring app charge. This is because Shopify allows each app only one recurring app charge to be enabled at a time. The existing recurring application charge will be canceled and replaced by the new charge. Depending on the app, the new recurring app charge is either applied immediately, or after the app's current billing cycle ends. If the newSome readersAuto Tag & Flow Automation: Privacy Policy
This Privacy Policy describes how AutoTag ("we," "us," or "our") collects, uses, and shares information about you when you use our AutoTag app (the "App"). By using the App, you agree to the terms of this Privacy Policy. Information We Collect We may collect the following types of information when you use the App: Information you provide to us: We may collect information you provide to us, such as your name, email address, and any other information you choose to provide when you signSome readers