Order Tags and Automation

Access the power of automation and tag your orders based on simple or complex rules of your choosing.

Why tag orders?

Applying tags can help you filter orders based on a particular set of criteria. For example, you might want to filter orders in your Shopify Admin area that have been placed with a specific delivery method so that you can fulfil them quickly, or, you might like to identify orders placed by first-time customers so that a welcome gift can be placed in their order.

Tagging orders is a vital step in building automation workflows for the processing and fulfilment of orders.

Popular use cases include

• Tagging orders from customers with multiple open orders
• Tagging orders with the selected delivery date, pick-up date from all of the popular Delivery Date Picker apps
• Tagging orders based on the zip code/postcode selected
• Tagging orders which contain out of stock products
• Tagging orders based on which location they will be fulfilled from
• Tagging orders which have been cancelled to ensure they're not fulfilled.

Using Order Taggers multi-condition rule builder to apply Shopify order tags

Order Tagger can automatically tag orders based on a wide variety of conditions.

Order Tagger rules can be triggered at different stages of the fulfilment process, such as when an order is:

• Created
• Fulfilled
• Partially fulfilled
• Cancelled
• Abandoned

Most order data can be used as the criteria for creating rules. The rule builder criteria are grouped into the following categories:

• Billing
• Shipping
• Customer
• Transaction
• Fulfilment
• Other
• Integration
• Products
• Order

The rule builder allows you to select multiple criteria and conditions to create highly segmented rules to target and tag specific orders.

Fixed Tags

Order Tagger provides you with the ability to apply fixed tags when the order matches your rule. These are tag names that you define in the rule.

Dynamic Tags

Dynamic tags are based on the value of certain attributes within an order, such as SKU codes, payment methods used, line item values, order note values or UTM tags values and much more!

Shopify Flow Connector

Plus Merchants can utilise our Shopify Flow Connector to trigger creative workflows. Order Tagger will send a trigger into Shopify Flow once it has processed a new order. The Flow can check for a condition e.g. a certain tag exists on the order - and if the condition is met, take an action like sending an email to your admin team or forwarding the order to a logistics partner via http.

Need a rule that doesn't exist?

If you would like us to create a rule that will help you to run your business, then please do just get in touch via our support address and we will do our very best to help.