Set-up

Upon installing the app you will be presented with a list of pre-set order tagging rules. These rules are based on a variety of actions a customer makes or based on properties about the individual order. 

To create a rule, simply select the pre-set rule you would like to use and define the tag you would like to be applied to the order. Then complete the remaining steps of that rule and hit submit. 

Once you have hit submit that rule has been created and will be found under 'Existing Rules' tab. Therefore any orders that come into your store and meet the requirements of that tagging rule will be automatically applied. 

A tag is only applied when the order is marked as paid. A tag is also only applied when an order is open and not archived. 

Back dating rules

If you would like to back date your rules to past orders, you can visit the 'Existing Rules' tab and enable back dating by pressing 'Enable'. We will then process every single open order on your store to make sure our system can read them all. Once this process is complete you will be able to back date your orders to either a specific date or apply to the beginning of time. 

Please note that processing orders can take up to 24 hours depending on the number of orders you have open in your store. If you have more than 100,000 please get in touch with us and we will help you get these processed.

Tagging rules explained


  1. Tag order based Product or Variant purchased
  2. Tag order based on the collection the product purchased is from
  3. Tag order based on the discount code used
  4. Tag order based on the POSTCODE/ZIPCODE of the shipping address
  5. ​ Tag order based on the country of delivery
  6. Tag order based on the weight of the basket
  7. Tag order based on the shipping method selected
  8. Tag order based on the value of the total order
  9. Tag all orders
  10. Tag by customer tags
  11. Tag by State/County
  12. Tag order based on the payment method used
  13. Tag order if it's the customers first order
  14. Tag order if that order did not qualify for any tagging rules
  15. Tag by Line Item Properties
  16. Tab by Order Attributes

Tag order based Product or Variant purchased

If you would like to tag an order based on either product the customer purchases or a specific variant the customer purchases then this is the rule you will need. Once you click on the rule you will be presented with a list of all your products. You can search for the product by either product name or SKU. 

Once you have found the product you can click 'manage order 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 products, you will need to select all the products 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 order based on the collection the product purchased is from

If you would like to tag an order based on the collection a product is purchased from then this is the rule you will need. 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 order based on the discount code used

This rule is an exact match rule, which allows you to apply a tag to a order 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 order based on the POSTCODE/ZIPCODE of the shipping address

This rule is an 'exact match' or 'contains' rule, which allows you to apply a tag to a order if a an exact area code is used or if the area contains a specific combination of letters or numbers. To create the rule, firstly define the tag you would like to apply. Then you need to type the postcode/zipcode area into the next box and hit 'add rule'.

For example if you would like to tag all orders which are being delivered to EC2A 4NE you will place the full code in the box. If you would like to tag all orders going to EC2A (All of East central London) you would just need to place EC2A in the box and select 'contains' from the drop down list.

​ Tag order based on the country of delivery

This rule allows you to tag an order if the country is or is not what is specified. For example if you wanted to tag all orders which are not domestic delivery you would create a rule which tags all orders which DOES NOT HAVE [your home country] as the country of delivery. This will therefore tag all orders which need to be shipped overseas.  

Tag order based on the weight of the basket

If you would like to flag orders which are equal to/over or less than a specific weight you can use this rule. This rule allows you to define the unit system (kg or lbs) and it's all measured in grams and ounces. Therefore if you wanted to tag an order which is over 20kg you would set the drop down to 'over' and select the weight as 2000 grams.

Tag order based on the shipping method selected

This rule will look at all the shipping methods available in your store and present them as a list of drop down items. You will need to ensure each shipping method is named differently so you can distinguish between each one. The app will only be able to pick up shipping methods listed in Shopify Shipping settings and will not display those created by Carrier calculated shipping.

Tag order based on the value of the total order

This rule ignores currency and just looks at the number of the basket value. Therefore you can set it to suit your stores currency rate. This rule allows you to tag an order if it's less than, equal to or greater than the number you specify. 

Tag all orders

This rule is very simple and allows you to define a tag which will be applied to every single order that comes into to the store.

Tag by customer tags

This rule will look at the existing tags of the customer record who has placed the order and if there's a match it will apply the tagging rule. For this rule you will need to define the tag you would like to tag the order. Then you need to type in the exact match tag you want us to search for. For example if you would like to tag orders which are placed by high risk customers. Then you need to tag the customer record with 'high risk'. Then in the rule creation, you can type the customer tag 'high risk' into the box and submit the rule.

Tag by State/County

This rule allows you to tag an order if the state/county is or is not what is specified. For example if you wanted to tag all orders which are to be shipped to a specific State, you would create a rule which tags all orders which HAS [STATE NAME] as the State of delivery. This will therefore tag all orders which need to be shipped to that specific state. 

Tag order based on the payment method used

This rule will tag the order with the name of the gateway used. Therefore all you need to do is enable the rule. For example if someone places an order through PayPal the order will be tagged 'PayPal'

Tag order if it's the customers first order

This rule will look at the number of orders a customer has placed in the past and if that equals ZERO it will apply a tag to the order. This will highlight the order being from a brand new customer.

Tag order if that order did not qualify for any tagging rules

This rule is used to highlight any orders which need to be flagged. As you cannot reverse tag search in Shopify, you can use this rule which effectively is searching for 'orders which do not contain tags', and therefore need to be organised. All you need to do here is define the tag to be applied

Tag by Line Item Properties

Line item properties are additional pieces of information that get added to a specific product ordered. For example you might sell T-shirts and allow the customer to personalise the label with their first name. This string of text is usually added to an order using a line item and would be found on the order screen. 

For this rule we look for the value for example, if you wanted to highlight all the orders where a customer has specified they would like gift wrapping, you would set the tag you would like to be applied, then set the the value to 'gift wrapping' or to match what it comes out like on the orders page. 

Tab by Order Attributes

Order Attributes are additional pieces of information that get added to an entire order. They are usually found in the bottom right hand side of an order screen. Commonly used for delivery dates and other information that apply to the order.

This rule works in the same way line item properties does where you need to define the tag first, followed by a 'contains' or exact match' of the value of the order attribute. For example if you would like to tag all orders which have a delivery date in March would need to specify the value to contain 'March' or '/03/'