Appending tags to the customer note field

The Customer Notes field in your Shopify admin area, allows you to store information about a customer that can be used for internal communication, such as a customer's preferences.

customer-note-field.jpg

How do I enable the Customer Notes feature?

If all of the criteria within a workflow are met, the Append tags to the Customer Note field feature will append any fixed or/and dynamic tags specified within the workflow to the bottom of your Customer Notes field.

The feature is available within the Add tags when the workflow matches section of the workflow builder, underneath the Dynamic tags to be applied section:

append-tags-checkbox.jpg

What will be appended to the customer notes section?

The tags will be appended to the Customer Notes field in the following format:

Tags: my customer tag

If multiple tags are applied to the customer, it will be in the following format:

Tags: my first customer tag, my second customer tag

If we have previously applied tags to the customer Notes field, it will be in the following format:

Tags: my first customer tag, my second customer tag
Tags: my third customer tag

Here is how the Customer Notes field will appear in the Shopify Admin area:

customer-note-field-with-tags.jpg

Prefix

By default, we will prefix the tags to be applied to your Customer Notes field with the word Tags:

If you would like to remove or change this prefix, then you can do so in the main Settings area of the Customer Tagger app:

customer-field-settings.jpg

Clear the field if you'd prefer to apply your tags to Customer Notes without a prefix.

Will this overwrite existing Customer Note data?

In short, no. We will only ever append the tag information at the end of any existing data in the Customer Notes field.

Need any help?

If you have any questions about adding tags to the customer note field, then please do just get in touch.

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