Easily set up workflows for auto-tagging of your orders, customers, and products

Auto Tags allows you to organize and streamline your management of orders, segment your customers & categorize your products directly within the admin area of your store.

You just need to set up your workflows specifying filtering conditions and the app will take care of tagging entries that match your conditions in real-time. You can also run the workflows to process historical entries.

Tagging Orders

Applying tags can help you filter orders based on a particular set of criteria. For example, you might want to filter orders that are placed by first-time customers so you could include a welcome gift for them. Or, you might want to tag orders which are marked as high risk and are above a certain value in order to verify the customer's identity before fulfilling the order.

Tagging your orders plays an important role to build automation workflows for the processing and fulfillment of orders.

Tagging Customers

Apply tags to customer records based on buyer behavior, to create customer segments for your marketing campaigns. You can also run workflows to categorize existing customers into various segments.

Tagging Products

Auto Tags will also help you keep product tags in sync based on various conditions including vendor, variant options, title, compare price vs price, inventory level for a given variant, whether a product is out of stock or has low inventory, etc.

Here are some popular workflows that you can use from our Workflow Library (or create your own workflow):

• Tag new products and remove the "new" tag after a period of time
• Tag customers based on product id / SKU they have purchased
• Tag orders based on customer tags
• Tag customers based on lifetime value tiers
• Tag orders with out of stock items
• Tag customers where last order is more than 30 days old
• Tag orders from existing customers
• Tag customers based on email domain
• Tag orders placed on give sales channel e.g, Amazon, Online Store
• Tag orders based on the shipping method
• Tag products based on product type, title, variant options, etc.
• Remove the variant tag from the product if a specific variant is out of stock

Real-time tagging

Your orders, customers, products will be tagged automatically and immediately after being created or updated in Shopify. Tag Automation app relies on webhook to listen for events and trigger relevant workflows in real-time.

Process historical entries

Set up your workflows and then run them to process your historical orders, products, and customers.

Need further assistance?

If you don't find a workflow for your use case, then please just get in touch. We constantly add new workflows and would love to discuss your use case.