🏷️ Automatically Tag Orders & Customers

Streamline your B2B workflows by letting tags assign themselves. The Auto Tag module automatically labels customers or orders when certain conditions are met—saving you time and giving you deeper insights into buyer behavior.

🔧 How to Set Up Auto Tag Rules

1. Enable & Begin Configuration

• In Customer Management, enable the Auto Tag feature.

• Then go to Configuration and click Create New Tag Rule to start building a tagging rule.

2. Define General Info

• Give your rule a name (e.g. “Big Orders Tagger”).

• Choose whether the rule is enabled or disabled (you can configure it now and turn it live later).

• Under Events, select one trigger event from options like:

  • Customer Created (when a new customer account is created)

  • Order Created

  • Order Paid

  • Order Fulfilled

  • Order Cancelled

  If you pick Customer Created, you can optionally tie the rule to a specific registration form.

3. Set Conditions

Decide what exactly triggers the tag.

• Field: Choose which field to inspect (e.g. Email, Order Amount, etc.).

• Operator: Options include “Contains”, “Does not contain”, “Equals”, “Greater than”, “Less than”.

• Value: Enter the specific text or number for comparison.

Examples:

• Tag all new customers whose email contains “company.com”.

• Tag orders with amount greater than 20,000.

4. Define Tagging Action

What happens when the rule matches?

• Add Tag: Attach a tag (e.g. “Big Order”) to the order or customer.

• Remove Tag: Optionally remove an existing tag if it no longer applies.

You decide which entity is tagged (the order, the customer, or both).

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🔄 Backfill Tags to Existing Data

Once your rule is published, you can immediately apply it to your past orders and customer records:

• Use Apply to Previous Customers & Orders

• Choose a rule and hit Submit, and the system will tag all existing records that meet the rule’s conditions

• You can also remove tags in bulk using the same interface

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📋 Use Cases & Examples

• Tag orders over $20,000 with “Big Order” so you can filter or trigger special workflows

• Tag customers whose emails contain your business domains to auto-classify “Partner” accounts

• Automatically remove tags if a condition no longer holds

If you have problems using the feature, feel free to reach us at [email protected] or Live Chat.