Each Customer Tagger workflow needs to be configured to either add or remove tags or a mixture of both.
This article provides a quick guide with further links to explain the various ways that tags and notes can be added to a customer.
Article Quick Links
- Applying fixed tags
- Applying dynamic tags
- Appending tags to the customer notes field
- Applying fixed tags when the workflow criteria is not met
Applying fixed tags
You can define one or more fixed tags to be applied if all of the criteria in a workflow are met. They are called fixed tags because the tag names will not change. They are pre-defined tag names and are therefore fixed.
Applying dynamic tags
Dynamic tags are tags that are created from data associated with the order, e.g. Shipping Country, Order Date, Discount Code used, etc. Dynamic tags can be applied if all of the criteria within a workflow are met.
For further information, read our article on dynamic tags.
Appending tags to the customer notes 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.
When enabled, if all of the criteria within a workflow are met, the Append tags to the customer note field feature will append any fixed and dynamic tags specified within the workflow to the bottom of the Customer Notes field.
For further information, read our article on Appending tags to the customer note field.
Applying fixed tags when the workflow criteria is not met
The Tags to be applied if this workflow DOES NOT match option allows you to specify one or more fixed tags to be applied when the criteria within the workflow are NOT met.
It's a good way to tag customers that would otherwise require you to create many customer tagger workflows to achieve the same outcome.
For further information, read our article on applying fixed tags when the workflow does not match.
If you'd like to find out more about removing customer tags, please take a look at our article on removing tags.
Need any help?
If you have any questions about adding tags then please do just get in touch.