🚀 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 taggedFew 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 andFew readers
💡 Main features
Connect 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).Few 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 TagsFew 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 "Tag to order" to the note field (as in above image) just by one click.Few 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 oFew 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 caFew 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 There are 2 categories to set the rules and each of them will have its own criteria. Dive in here with a definition of all options you can choose E.gFew readersCustomer Tag - Common Use Cases
If you want to manage your customers who have spent large amounts of money on your store. You want to take care of potential customers or have a specific marketing campaign. Use Omega - Auto Tag & Flow to automatically add tag to this customer group. How to set up this workflow: Step 1: Go to your store admin -choose " Omega - Tag & Flow" app. Step 2: Go to " Templates" menu -Choose "Total spent" card (https://storage.crisp.chat/users/helpdesk/website/8383e5404Few 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. 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 ouFew 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/uFew readersAdd 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 added tag or when the condition starts. We have 3 triggers: When orders are created: When your customerFew 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 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 "FulfiFew 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.Few readers
📚 Definition of Conditions
Criteria Options
Here is the definition of Criteria Options used in the app: For text Contain: Check the criteria if it contains the string you have specified anywhere in the value Not contain: 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 criteriaFew readersDefinition 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 TitlFew readersDefinition of Conditions: Shipping address
Only 1 shipping address per order =no more options one/all/none Shipping Address 1 Delivery address (customers enter how to get it) Shipping Address 2 The street address of the shipping address (optional) Shipping City The street address of the shipping address (optional) Shipping Company Recipient'Few 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/wFew readersDefinition of Conditions: Billing address
Each order has only 1 billing address =No more options one/all/none. 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 of billing address Billing Company Company of the person rFew readersDefinition of Conditions: Customer
Only 1 customer per order =No more option one/all/none. All information related to customerFew 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/8383e5404a31c000Few readers
🧐 FAQ
FAQs: How can I sort order by tags?
Go to Workflow List and click on the tag you want to sort all orders.Few readersFAQs: 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.Few readersFAQs: 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 wiFew readersFAQs: 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 buttonFew readersFAQs: Why is the tag not added to order?
If a tag is not added to an order, it's because the order's information doesn't match with the condition you set. First of all, copy the order's ID whose you think the tag should be added to Secondly, select the tag that you think it should be added to the order Finally, put the order's ID to the test field and see does it matches or not Please refer to this video for a tutorial:Few readersFAQs: 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: (https://storage.crisp.chat/users/helpdesk/websiteFew readers
💰 Pricing plan
Auto 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 signFew readersAuto 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: WeFew 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 newFew readers