Set-up

Please note: Installing this app does not require you to make any changes to your Shopify Theme or Settings.

Upon installing the app you will be presented with a list of pre-set order tagging rules. These rules are based on the properties contained within the order. 

To create a rule, simply select one of the pre-set rules available, define any values that can be tweaked and then set the name of the tag to be applied to the order. 

Once you hit submit, the rule will be created and can be found under the 'Existing Rules' tab. Therefore, any orders placed in your store that meet the conditions of that rule will automatically be tagged.

Please note: A tag is only applied when the order is marked as paid.

  1. Product based rules
  2. Transaction based rules
  3. Shipping Based Rules
  4. Billing based rules
  5. Customer based rules
  6. Other
  7. Back dating rules

Product based rules

  • Tag an order based on Products or Variants purchased - this rule allows you to highlight orders which contain a specific product or variant. 
  • Tag an order based on the collection a purchased product belongs to - this rule allows you to highlight orders where any of the products purchased belong to a specific collection.
  • Tag by Product Tags - this rule allows you to highlight orders where any of the products purchased contain a specific tag.

Transaction based rules

  • Tag order based on the discount code used - This rule allows you to highlight any orders where a specific discount code has been used. 
  • Tag order based on the weight of the basket - This rule allows you to highlight orders which might require a different fulfilment process or packaging requirement due to the weight of the total order.
  • Tag order based on the value of the total order - This will allow you to pick out those customers who place high value orders. Useful if you wish to offer additional services to V.I.P customers.
  • Tag order based on the payment method used - This rule will allow you to highlight an order that was paid for using a specific payment method, e.g. cash on delivery or delayed payment

Shipping Based Rules

  • Tag by State (United States) - This rule will allow you to highlight orders based on the State selected in the shipping address.
  • Tag by State (New Zealand) - This rule will allow you to highlight orders based on the State selected in the shipping address.
  • Tag by County (United Kingdom) - This rule will allow you to highlight orders based on the County selected in the shipping address.
  • Tag order based on the shipping method selected - This rule will allow you to highlight high priority shipping orders, so they can be fulfilled first.
  • Tag order based on Carrier Service - This rule allows you to create tagging rules against individual carrier services across different carriers.
  • Tag order based on the Country of delivery - This rule rule allows you to split out your domestic and international orders or any orders to be shipped to a specific country.
  • Tag order based on the postcode/zipcode of the shipping address - This rule allows you to highlight any orders which are set to be shipped to a particular postcode/zipcode area. Often used when the fulfilment process may vary.

Billing based rules

  • Tag order by Country - This rule allows you to tag orders based on the billing address Country field.

Customer based rules

  • Tag order if it's the customers first order - This rule allows you to highlight an order when it's placed by a new customer, allowing you to include a welcome pack or gift in their first delivery.
  • Tag by customer tags - this rule allows you to highlight orders where the customer placing the order has a specific customer tag.
  • Tag by customer total spend - Tag orders based on the total spend of the customer.
  • Tag by customer order volume - Tag orders based on the customer order volume.

Other

  • Tag by order attributes - If you use any apps that place important order information into order attributes, this rule allows you to highlight orders with attributes that match a specific value.
  • Tag by line item properties - If you use line item properties to let customers customize the products that they purchase, then this rule will allow you to  highlight orders with product that have line item properties that match a specific value.
  • Tag order if that order did not qualify for any tagging rules - This rule is used to highlight any orders that contain no tags.
  • Tag all orders - a blanket tag to be applied to every single order that is placed e.g. 'To be fulfilled'.

Back dating rules

If you would like to back date your rules, please contact us and we can schedule a task to run through your store and apply your tagging rules to past orders.

Please note that processing orders can take up to 24 hours depending on the number of orders in your store.