Set-up

Upon installing the app presents a dashboard giving you a very top level overview of the number of customers you have amongst other basic pieces of information. 

We have created a wide variety of pre-set rules for you to work with, they are all very simple to setup which is explained a bit further down this setup process. To create a rule simply, select one of our pre-set rules and fill in the boxes and submit the rule.

The rule will appear under 'Existing Rules'. When new orders come in our app will check the properties of that order and if there's a match it will apply the tag to the customer. The rule will only run if the order is marked as paid and not archived.  

  1. Tag by product or product variant
  2. Tag by collection
  3. Tag by spend
  4. Tag by volume
  5. Tag by abandoned cart
  6. Tag customer accounts
  7. Tag by discount code
  8. Tag by email
  9. Tag by product tag
  10. Back Dating
  11. Setting expiry dates on tagging rules

Tag by product or product variant

You will be presented with a list of all your products where you can find the product or product variant you need and apply a tagging rule. When you find the product you want you can either click 'add tags' which will add a customer tag if someone buys that product. If you want to select a variant to tag against use 'tag specified variant' 

You can also complete this action in bulk by using the checkboxes in the first column and selecting an option from the 'bulk' dropdown. 

Tag by collection

Before you're able to create this rule we will need to process all of your collections, and all of the products in every collection. Once that's done you will be presented with a similar screen to tag based on product or product variant. 

Once you click on the rule you will be presented with a list of all your collections. You can search for the product by either collection name or search through the list. 

Once you have found the collection you can click 'add tags' and that will open a box, allowing you to type your rule in. If you would like to create the same rule for multiple collections, you will need to select all the collections you would like it to apply to by using the checkboxes in the first column of the table. Once you have selected everything you can click on 'bulk action' > 'Tag all' > then assign the tag you would like to apply.

Tag by spend

This rule can either be applied based on the value of the basket or the total lifetime spend of that customer. Firstly you need to set the tag you would like to be applied, then define if the rule should be applied to the basket spend or total lifetime value. Next you're able to specify if the value should be either; less than, equal to or more than the value you specify. The value isn't specified in a currency so you can simply just place the number in here. For example £20 would be 20.00 

Tag by volume

This rule is used to track how many times a customer purchases on your store. For example you might like to give someone a free gift on their 5th order, therefore you could tag the customer with 'free gift' when they place their 5th order. To apply this rule you need to define the tag you would like to be applied. Then specify if the volume should be less than, equal to or more than the value. 

Tag by abandoned cart

Shopify registers an abandoned cart when a customer hits the second page of the checkout 'shipping methods'. This allows Shopify to gain enough information to identify that customer. When a customer hits that point but doesn't checkout, you can use this rule to tag the customer record. 

The rule creation is very simple and all you need to do is define the tag you would like to apply to the account

Tag customer accounts

This is a quick and easy way to identify the customers who create accounts and those who checkout as guest. Another very simple rule to setup where you only need to define the tag you want to apply to their record

Tag by discount code

This rule is an exact match rule, which allows you to apply a tag to a customer record if a specific discount code is used. To create the rule, firstly define the tag you would like to apply. Then you need to type the exact discount code (case sensitive) into the next box and hit 'add rule'.

Tag by email

This rule is used by merchants who might have orders from the same company. Some customers from a specific company might get a discount code, therefore you can highlight all customers who checkout with an email address that contains a specific domain.

To set this rule you you firstly define the tag you would like to be applied. Then you will need to specify the domain that you want to tag for example: '@shopify.com'

Tag by product tag

This rule checks the tags of the products purchased and if there is a rule match it will apply the tag to customer. For example if you tag your products with sizing guides for filters, you can tag and group your customers by clothing size. Then if you have a particular line with limited stock you can promote that range to the customers who will fit the sizes that remain.

Back Dating

Finally, with Customer Tagger one of the best features is being able to setup all your rules and then apply them to all the past customers who have placed orders on the site. To do this you need to click 'Existing Rules', select the rule you would like to back date and then assign the date you would like to go back to.

Please note that orders which are archived will not be tagged. The app will only check through open orders, so you can unarchive your orders until all tags have been applied.

We process your stores orders before you can back date rules. Therefore it could take up to 24 hours before your orders are ready to be back dated.

Setting expiry dates on tagging rules

After you have setup your tagging rules you will have the option to set an expiry on the tag that was applied to a customer. The way this works is if you setup a rule to tag customers when they purchase a 12 month membership, you can set that tag to expire after 12 months.

For example: you sell a subscription service and control access to your site using customer tags. When a customer purchases a 12 month membership to your website the app can automatically tag them 'MEMBER'. However, if that customer does not renew after 12 months, that tag needs to be removed. This is where the timed tagged work well as you can set that MEMBER tag rule to expire after 1 year. Therefore each time a customer is tagged MEMBER the countdown begins until it's removed 365 days later.

If a customer purchases another membership within the 12 months, the time stamp is removed on the original tag and a new timer starts from the moment they purchase.