BSS B2B Solution
  • 🚀Getting Started
    • App Overview
  • Wholesale Pricing
    • Quantity/Amount Break
      • Set different price for different quantity range
      • Settings for Quantity/Amount Break
      • Display discounted prices
      • Import/Export Quantity/Amount Break rules
    • Custom Pricing
      • Set different prices for Wholesale customers
      • Display Custom Pricing prices
      • Import/Export Custom Pricing rules
    • Price List per Customer
      • Set customized pricing per product per customer
      • Display Custom Pricing prices
      • Import/Export Price List rules
    • More
      • Shipping Rate
        • Set up your Wholesale shipping rate
      • Extra Fees
        • Add fee to your customer's orders
        • Settings for Extra Fee
  • Customer Management
    • Registration Forms
      • Set up Wholesale Registration Form
      • Set up Multi-step form
      • Publish form to the storefront
      • Manage, approve and notify your customers
      • Email sender settings
      • Import Customers
      • Translate form for cross-border wholesalers
    • Auto Tags Orders/Customers
      • Automatically tag orders and customers
  • Tax
    • Tax Incl/Excl Display
      • Display prices with and without taxes
    • Tax Exempt
      • Tax exempt for eligible customers and orders
  • Order management
    • Manual Orders
      • Create an order in Backend with discounts
      • Edit an order from Backend
    • Order Limits
      • Set minimum or maximum quantity/amount your customer can buy
    • Quantity Increments
      • Make your product buy-able in only increments
    • Orders Custom Fields
      • Allow customers to add custom notes to the orders
    • Net terms
      • Set up Net terms
      • Email notifications
  • Other modules
    • Discount Code
      • Set Discount Codes on your orders
    • Buy One Get One
      • Set discounted price for a product when buying another product
    • Multi Currency
      • Show prices in different currencies
  • API Integration
    • Public APIs
      • Public APIs for Uploading
      • Public APIs for Quantity Breaks (QB)
      • Public APIs for Custom Pricing (CP)
      • Public APIs for Price List (PL)
      • Public APIs for Registration form (RF)
  • Integration
    • Shopify POS
    • Klaviyo
    • EasyCSV
    • Sufio
    • Order Printer Pro
    • Zapiet Pickup + Delivery
    • Shopify theme
  • Use case & FAQ
    • General
      • Can I get a discount on special cases?
      • Can I get a trial for the app?
      • Can I subscribe to an annual plan?
      • Can I cancel the app at any time?
      • How to uninstall the app and remove the code?
      • Can I request a refund?
      • Can I change my plan?
      • Do you offer free installation and support?
      • What are your supporting hours?
      • Does it cost an extra fee for support?
      • Does our app support all Shopify themes?
      • How to submit a request for additional customization?
      • How can I grant access to our app for BSS Commerce?
      • How to fix display problem in Dashboard?
      • How to see the store's collaborator code
    • Usecases
      • How do Quantity Increment Calculation and Quantity Limit work in your Shopify store?
      • How to calculate the total price when customers are qualified for Custom Pricing and Quantity Break?
      • How can I restrict customers to access the page? After approving, how can I show the custom pricing?
      • How to exempt tax for non-registered VAT customers?
      • Can my customers still use discount codes at checkout?
      • How to limit order quantity/amount and offer tiered pricing with Order Limit and Quantity Break?
      • How to add notes/additional information to Orders created by the B2B/Wholesale Solution app?
      • How to avoid duplicated discount if I create b2c discount rule with another app?
      • How to limit order quantity/amount and set product increment with Order Limit and Quantity Increment
  • Policy
    • Discount policy
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On this page
  • Set up the rule
  • Step 1: Enable the feature and go to Configuration
  • Step 2: General Information
  • Step 3: Condition
  • Step 4: Action
  • Apply to Previous Customers & Orders

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  1. Customer Management
  2. Auto Tags Orders/Customers

Automatically tag orders and customers

Last updated 5 months ago

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Auto Tag can help you tag your customers or orders, when a certain condition is met.

Below is the tutorial on how to use the feature.

Set up the rule

Step 1: Enable the feature and go to Configuration

  • Go to Customer management and enable Auto Tags

  • After enabling, go to Configuration

  • Press Create new tag rule to customize your rule

Step 2: General Information

  • Enter the Name of the rule

  • Choose to Enable or Disable the rule

  • In Events, you can choose 1 out of 5 events

  • Customer Created: you can tag an account if that account has certain text (i.e. a company domain in the email)

For order-related events:

  • Order Created

  • Order Paid

  • Order Fulfilled

  • Order Cancelled

You can tag that certain customer or that certain order if a certain condition is met. Details on how to set it up is below.

Also, if the event is Customer Created, you can choose which Registration Form to apply to:

Step 3: Condition

In this section, you can define what will be tagged, based on your customer's behavior.

If the event is set to Customer Created, you can select:

You can choose which information will be checked if that customer can be tagged or not. In Contain, there are 4 options:

  • Contain

  • Does not contain

  • Is equal to

  • Is not equal to

In the last field, you can type in the information to check.

For example:

  • The first field is Email

  • Second field is Contain

  • Third field is bsscommerce.com

That means every signs up that contain the phrase "bsscommerce.com" will be tagged.

If the event is set to other events, you can select:

The set up is the same. But for the 2nd field, you can choose Greater than or Less than, if the first field is set to items like Order Amount.

For example:

  • The first field is Order Amount

  • Second field is Greater than

  • Third field is 20000

That means every orders that is more than $20.000 will be tagged.

Step 4: Action

In Step 2, you've defined what action will be tagged.

In this step, you can define what the tag will be or what will lead to a tag being deleted.

For example

  • I'll use the $20.000 orders will be tagged previously.

  • In Action, I'll use Add Order's Tag and the tag is "Big Order"

That means every orders that is more than $20.000 will be tagged as "Big Order" in your Shopify Admin console.

Apply to Previous Customers & Orders

After a rule is created, you can apply that rule to all your previous orders/customers

Click on Apply to Previous Customers & Orders, this screen should pop up:

In Apply to Previous Customers & Orders, you can select a rule that you created, and hit Submit. This will apply to all customers and orders on your store that meet the condition in the rule.

Likewise, you can also remove certain tags from all your customers/orders with Remove Customer/Order Tags.

Learn more about our Registration Form .

If you have problems using the feature, feel free to reach us at or .

here
support-sbc@bsscommerce.com
Live Chat