Tag Orders

Auto tag orders by creating rules based on conditions of the order, products, shipping, or customer.

How it works

Go to the Auto Tag page in the app to create a rule.

You can create rules based on almost any data point you see in the Shopify order, product, or customer page (shipping country, product tags, etc).

When Order Automator processes an order (by default on new orders), it compares your rules to the Shopify order data at that point in time, then tags the order if the rule matches the data.

About OR and AND conditions:

• The rule will trigger if all AND blocks match the order
• An AND block can contain multiple OR conditions. That block will be true if any OR condition is met in that block

You can add dynamic tags to the order by using Tag Variables.

Shopify tag requirements:

• Order tags can have up to 40 characters
• Shopify recommends to only use letters, numbers, and hyphens in tags
  • Some other characters are accepted but tags with special characters may get rejected
• See Shopify tag documentation for more details

If a rule isn't working as you expect, see Troubleshooting Tag Rules.

Send an email notification when a tag rule matches

After you create a tag rule click the mail icon to set up an order notification.

You can have an email sent when that tag rule triggers.

See How to Send Custom Order Notifications in Shopify for a detailed guide.

Custom actions

You can attach additional actions, for example:

• Add a free item to the order
• Mark order as paid
• Add a note
• Cancel order

To use any custom actions like this, contact us and we will attach them to the rule for you.

Why tag orders?

The main reason people tag orders is to organize orders for quick searches.

Some examples:

• Identify special orders, for example orders over $999
• Use order tags to communicate with other apps (tell an app not to fulfill orders with tag X)
• Create shortcuts of a list of orders that meet certain conditions
• Tag international orders or orders by country
  • "It helps us to easily and quickly see our orders by country." (5 star reviewer)

See more use cases here: Ideas to Improve Your Shopify Workflow with Order Automator

Testing tag rules

After you create a tag rule, it's a good idea to process the rule on a single order to confirm that the tag is applied as expected. See Testing Orders here.