Tag orders based on the payment method used

Our Payment method used criteria analyses the payment gateways that were used in the transaction for the order.

The majority of transactions will contain a single payment method; however, if multiple payment methods have been used to pay for an order, this criteria will look through all of the payments made. If the payment method that you specify is identified, then the criteria will match, and your specified tag will be applied.

This criteria is particularly useful if you wish to tag orders where a gift card has been used in the transaction.

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 Payment method used criteria can be found within the Transaction category in the Select criteria pop-up window:

Click the Use in your workflow button on the right of that criteria to select it.

You will see that there are a number of criteria options available to you:

Criteria Options

The following criteria options will allow you to check all of the payment methods used in the transaction for various types of match:

is: Do any of the payment methods used exactly match the string you have specified?

begins with: Do any of the payment methods used begin with the string you have specified?

contains: Do any of the payment methods used contain the string you have specified anywhere in the value?

does NOT contain: Do the payment methods used NOT contain the string you have specified anywhere in the value?

Please Note:

You will need to know the exact phrasing that Shopify uses for the payment gateway you would like to search for. The workflow criteria are case sensitive, so please make sure that you type them in exactly as they are displayed.

Some examples of these gateway names are: shopify_payments, paypal, gift_card etc.

If you have an existing order where the payment gateway used is the one you would like to use in your workflow, you can find out the gateway name by searching the order JSON.

To do this, head to the orders section of your admin area and after selecting an order, add .json to the URL in the address bar of your web browser, then hit enter.

The browser will display all of the order details in JSON format. Look for the field payment_gateway_names and you will see an array of payment methods used, e.g. 

<strong>"payment_gateway_names" : </strong><strong>["gift_card" , "shopify_payments"]</strong>

Sometimes there will be a single value in the array, sometimes mutliple:


Adding a fixed tag

Select a criteria option based on the name of the payment method you are trying to identify. In the example below, the workflow is checking to see if the payment method of gift_card was used in any of the transactions on the order:

You can now either add a Fixed Tag to orders that match:

Adding a dynamic tag

You can also apply the name of the payment method used automatically to the order by choosing to add the payment method as a dynamic tag without needing to specify any criteria in the workflow:

Click on the Add dynamic tag button. and then in the dropdown list of available options, select Payment Method. Click on Add Dynamic Tag:

You will then see that the Payment Method field has been added to your workflow:

It is mandatory to name your workflow to save or edit it. Otherwise, you won't be able to save the changes or even test them. Then, check the summary of your workflow, and if happy, either Test your Workflow against an existing order or hit Save Workflow:

Will this workflow work with Backdating?

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

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