Automatically tag orders and customers
Last updated
Last updated
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.
Go to Customer management and enable Auto Tags
After enabling, go to Configuration
Press Create new tag rule to customize your rule
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:
Learn more about our Registration Form here
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.
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.
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.
If you have problems using the feature, feel free to reach us at support-sbc@bsscommerce.com or Live Chat.
