Tag Customers

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

How it works

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 customer if the rule matches the data.

You can add dynamic tags to the customer 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.

Why tag customers?

Tagging customers helps to segment and organize customers.

Here are some examples:

• Tag customers that use a specific discount code to analyze promotions
• Tag 1st time (or repeat) customers to do something special for them
• Tag customer with the type of product and the date purchased
• Tag customers to trigger another action. For example, if you have a function to offer free shipping to customers that have made a repeat order, use Order Automator to tag the customer then show that offer to that tagged customer
• Create remarketing lists. Example: Tag customers that bought product A, then recommend product B to all those tagged customers

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.