Automatically tag orders and customers

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 Dashboard 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:

Learn more about our Registration Form here

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.

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