How to add tags/notes for customers using passcodes?
To add tags and notes for customers who use any passcode, you can enable this feature by following these steps:
Step 1: Enable
The "Actions" section will appear every time you create/edit a rule
Enable the feature by selecting "Add new action" in the "Actions" section.
Step 2: Setup
Choose the passcode for which you want to add a tag/note and select the type of action (tag or note) you want to apply to the customer.
Any passcode: Customers can enter any passcode you have added in the "Rule setup" section to access the locked page.
Then select "Add Customer tag/note" and enter the tag/note that you want to assign to the customer.
Note:
If you want to know which passcode the customer used, you can add the text "{passcode}" to the syntax to automatically add the customer's entered passcode to the note/tag.
For example, if the customer uses a passcode named "free". In the tag setup field, you enter the syntax "2023{passcode}", the customer will be tagged with "2023free" on the Shopify admin page.
You can add multiple tag/note actions by clicking "Add new action”
Step 3: Save
Once you're done, click "Save" to apply the changes.
Step 4: Display on the Shopify Admin page
Tags and notes will be automatically added when customers use the passcode.
Now, any time a customer uses a passcode, the note and tag will be automatically added to their profile, allowing you to better manage your customer interactions and provide personalized service.
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