Tag orders based on the Zip Code/Postcode used in the billing address

A workflow can be set up within Order Tagger to tag orders based on the Zip Code/Postcode used in the billing address. This criteria will allow you to analyse the order's Billing Zip Code/Postcode to search for a particular string.

How to use the criteria

To create a workflow using this criteria, click on the Create New Workflow button from the main Workflows view:

1-create-new-workflow-button.jpg

Define the trigger to determine at which point you would like the workflow to run, we recommend selecting the trigger when orders are created.

4-order-created-trigger.jpg

Click the Add criteria to my workflow button:

2-workflow-criteria-section-button.jpg

The Zip Code/Postcode used in the billing address criteria can be found within the Billing category in the Select criteria pop-up window:

billing-zip-criteria.jpg

Click the Use in your workflow button on the right to select this criteria.

You will then be presented with the following screen:

criteria-options.jpg

You will see that there are a number of options in the criteria to select from:

select-options.jpg

Criteria Options

The following Criteria options allow you to check the Zip Code/Postcode for various matches:

is: Does the Zip Code/Postcode exactly match the string you have specified?

is not: Does the Zip Code/Postcode NOT exactly match the string you have specified?

contains: Does the Zip Code/Postcode contain the string you have specified anywhere in the value?

does NOT contain: Does the Zip Code/Postcode NOT contain the string you have specified anywhere in the value?

begins with: Does the Zip Code/Postcode begin with the string you have specified?

doe not begin with: Does the Zip Code/Postcode NOT begin with the string you have specified?

in: Does the Zip Code/Postcode match exactly any of the comma separated list of values you have specified?

Select a criteria option based on what you are trying to identify from the Zip Code/Postcode.

Let's create a workflow that looks for a Zip Code/Postcode beginning with NW.

Select begins with from the dropdown menu:

begins-with-option.jpg

Enter NW into the value field:

enter-value.jpg

Choose the name of the tag you'd like to see on all orders that match this workflow and enter it into the Add tags when the workflow matches section.

In this example we have used the tag NW London:

fixed-tag.jpg

Searching multiple potential values

Rather than setting up a workflow for each ZipCode/Postcode you want to match, you may wish to use the IN criteria option and enter multiple potential values and separate these by comma.

in-criteria-option.jpg

When entering multiple comma-separated values, it is recommended to NOT include a space between the commas.

Please also note that when entering Postcodes that they are NOT required to be case-sensitive or have the space between Inward & Outward sections of the code, i.e nW96aQ is acceptable.

In this example we have used the three zip codes for East Orange, NJ:

in-three.jpg

Choose the name of the tag you'd like to see on all orders that match this workflow and enter it into the Add tags when the workflow matches section.

In this example we have used the tag EAST ORANGE (NJ):

fixed-tag-east-orange.jpg

Saving and naming your workflow

It's worth giving your workflow a name to help you identify it at a later date, so add a workflow name in the New Workflow section, check the summary of your workflow and if happy, either Test your Workflow against an existing order or hit Save Workflow:named-workflow.jpg

Related Criteria

  • Outward Code of the billing postcode (UK postcodes only)
What is the Outward Code?

The outward code is the part of the postcode before the single space in the middle. It is between two and four characters long. Examples of outward codes are "L1", "W1A", "RH1", "RH10" or "SE1P".

Is this workflow compatible with Backdating?

Yes, this workflow is available to backdate using our backdating service.

Need any help?

If you have any questions about the content of this article or any other Order Tagger related questions, then please do just get in touch.

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us