Getting started with Order Tagger

Order Tagger helps Merchants to manage their orders, streamline their fulfillment processes and automate their tagging structure so that they can spend more time running their business.

Here's a brief overview of how Order Tagger can help to remove the repetitive from your day:

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What is Order Tagger?

Order Tagger analyses order data to automatically apply or remove tags on those orders based on a set of workflows that you create. Tagging orders allows you to do the following:

  • Filter orders within the Shopify Admin Orders view to prioritise fulfillment 
  • Filter orders within the Shopify Admin Orders view to distribute orders to teams or locations
  • Pull orders with certain tags or order notes into 3rd party systems, i.e. ShipStation

Order tags can be seen in the Shopify Admin Orders list view to the right of the Delivery Method column:

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How is Order Tagger being used by merchants?

To find out how Shopify Merchants are relying on Order Tagger to streamline their back-office operations, please take a look at some of our Merchant Success Stories.

Tag orders using multi-condition workflows

Automatically applying tags to orders allows Merchants to highlight orders that meet a specific set of criteria. They can then be organised or managed in a different way to normal orders.

Here are just some ways in which Order Tagger can help Merchants to automate or streamline their workflows by applying tags:

  • Identify orders with certain tags to prioritise fulfillment ahead of other orders
  • Identify customers that need to be contacted where orders contain certain tags
  • Highlight orders for special treatment
  • Push through additional information to a 3rd party shipping software using tags like ShipStation
  • Group orders for local delivery zones
  • Schedule times for click and collect services
  • Schedule Customer selected delivery dates
  • Highlight orders containing products from certain vendors
  • Highlight first-time customers
  • Highlight orders that contain out-of-stock items
  • Highlight fulfillment locations allocated by Shopify
  • Highlight orders that contain heavy items and might require additional fulfillment steps
  • Highlight orders based on the payment method used by the customer
  • Highlight orders generated from marketing campaigns using UTM tags
  • Highlight the member of staff responsible for an order
  • Highlight orders which contain pre-order products
  • Highlight orders from customers with specific email domains or suspected fraudulent customers

If you'd like to skip this getting started guide to see a list of all available tagging criteria in the app, then take a look at our workflow criteria article.

Creating tagging workflows

Creating a new tagging workflow with Order Tagger is very straightforward.

This quick overview explains how to create a workflow to tag orders placed by first-time customers:

Selecting a trigger for your workflow

Each workflow is initiated via a trigger. When creating your workflow, define the trigger that determines when that workflow should be applied. In most cases, it will be when a new order is created:

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Once you've selected the trigger, you then need to select a criteria for your workflow.

For more information about each of the available workflow triggers, read our article on workflow triggers.

Selecting the Criteria

We have a wide range of criteria that can be combined to create complex tagging workflows. These are broken down by category:

To find out more about the available criteria and how to configure them, please take a look at our workflow  criteria listing and the linked articles where available.

Applying dynamic and fixed tags to orders

Some criteria will allow you to check the values of certain attributes within an order and then apply those values as a tag if they meet the conditions of the criteria.

Some criteria just look for a true or false condition and the workflow builder will then let you specify the fixed tag that you wish to apply to orders matching that criteria.

The workflow builder can also be used to apply dynamic tags to orders by just applying the value of certain order attributes as a tag to ANY order that meets the trigger that you specified.

Delaying your workflows

There are many Shopify apps that may need to edit an order in some way. Quite often, two or more apps will be trying to perform an update at the same time. This can often result in order data applied by one app being overwritten by another app.

Delaying your workflows can also be a benefit where you want another app to apply data to the order that you want your workflow to be able to read.

As Order Tagger performs tagging in a matter of seconds, adding a delay to when we apply your workflows to the order can prevent clashes with other apps.

Our delay feature is global, therefore ALL of your activated workflows will be delayed.

Read more about delayed tagging if you think your store can benefit from this feature.

Backdating to organise historic orders

Order Tagger has a backdating facility that allows you to apply some or all of your workflows to your older orders.  Tagging older orders enables Merchants to analyse behaviour to find patterns that can influence inventory levels, fulfillment processes and buyer behaviour

Order backdating is not included in the Order Tagger monthly subscription fee, but is an additional per usage paid service that we offer.

We charge $10 for the first 1000 orders we process, followed by $2 for every 1000 orders that we process thereafter.

You can pay for and kick-off a backdating job from within the app once you have set-up and tested your workflows.

For more information, read our article on backdating.

Scheduling tag removals

As well as applying tags to your orders, Order Tagger workflows can be configured to remove those tags at a time interval that you can configure.

After the set period of time, Order Tagger will automatically go back to that order and remove ALL of the tags that were applied by the workflow. 

For more information, please take a look at our article on removing order tags.

What if I need a workflow which isn't in the list?

If there is a workflow that you need that is not covered by the conditions in the workflow builder, please contact us to discuss your requirements. If what you are asking for is possible, we will work with you to schedule adding the workflow or feature into the app.

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