Tag Customers

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

When new orders come in, Order Automator compares your rules to the Shopify order data and tags the customer if it matches.

If a rule isn't working as you expect, see the 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 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

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.