How to tag orders based on the variants purchased

If you'd like to tag orders based on a variant purchased in an order, then this Product Variants in the order criteria will help to identify them.

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:

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The Product Variants in the order criteria can be found within the Product category in the Select criteria pop-up window:

product-variants-order.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

Click the Add product variants to selection button:

add-variant-button.jpg

Select your variant in the Add products pop-up window:

select_variant.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 Varsity Top - Medium:

fixed-tag.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

Is this workflow compatible with Backdating?

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

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