Tag orders based on the billing address phone number
If you'd like to tag orders based on whether the phone number provided as part of the billing details either exists or, contains a particular string of numbers, then our Billing address phone number criteria can do just that.
We also have a similar criteria for the Shipping address phone number.
The billing address phone number and shipping address phone number are also available as Dynamic Tagging options within the workflow builder, allowing you to add the billing and shipping address phone numbers as tags to the order automatically.
How to use the criteria
To create a workflow using this criteria, click on the Create New Workflow button from the main Workflows view:
Define the trigger to determine at which point you would like the workflow to run, we recommend selecting the trigger when orders are created.
Click the Add criteria to my workflow button:
The Billing address phone number criteria can be found within the Billing category in the Select criteria pop-up window:
Click the Use in your workflow button to select this criteria.
You will then be presented with the following screen:
Select the condition that the criteria must match:
Here is what each option within the conditions dropdown will do:
contains: Checks the phone number provided to see if the specified value appears anywhere in the number.
does NOT contain: Checks the phone number provided to see if the specified numerical string DOES NOT appear anywhere in the number.
begins with: Checks to see if the value specified appears at the beginning of the phone number.does not begin with: Checks to see if the value specified does not appear at the beginning of the phone number.
is empty: No phone number was provided.
is NOT empty: A phone number was provided.
Select the option that most suits your needs.
Enter the string that you are looking to find or match in the billing phone number:
Defining the Tag name
Define the tag name/names that you would like to be applied when this workflow matches your criteria (don't forget to click the Add fixed tag button):
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:
The billing phone number can automatically be applied as a tag to the order using our Dynamic Tags option:
We would recommend using a Prefix (e.g. Billing No:) to identify what the tag relates to.
Find out more about dynamically tagging orders with data from the order.
Will this work with Backdating?
Yes, the Billing address phone number criteria is available to use in our backdating service.