Tag orders based on the Sales Channel used
You can use Shopify to sell your products via different online sales channels. Sales channels represent the different platforms where you sell your products, i.e. Pinterest, POS, Facebook, ReCharge Payments etc. By connecting each sales channel to Shopify, you can keep track of your products, orders, and customers in one place.
Using Order Tagger, you can create a workflow which tags orders based on the sales channel that was or was not used to create the order. We have put together a simple step-by-step guide on how this works:
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 Sales Channel criteria can be found within the Transaction 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:
Click on the Choose option dropdown and select one of the preset Sales Channels, most of which are self-explanatory:
Sales Channel Options
There are a number of Sales Channel options to choose from and most are self-explanatory.
Here is an explanation of some of the inbuilt Shopify Sales Channels that you can select from:
Online Store: Orders placed via your online store, usually via computer/mobile/tablet
Phone Orders: Orders created by a member of your admin staff via the Shopify Admin area
POS: Orders that have been created via your POS system
Buy Button: Orders that have been created via a Buy Button checkout
The following criteria conditions allow you to select whether you want to ensure that a particular sales channel is or is not used in the creation of an order:
Here are the options:
is: The order must have been created by the sales channel selected
is not: The order must not have been created by the sales channel selected
Select the appropriate option based on what you are trying to identify with this workflow.
The Other option - Tagging orders created by a 3rd Party Sales Channel
Orders can be created in Shopify via any third-party app that has built an integration with Shopify and the that you have enabled. These are also known as Sales Channels. Each Sales Channel is allocated with a unique app_id which will appear within the order data.
We have an article that explains how to locate the app_id associated with a 3rd Party Sales Channel. Once you have this app_id, you can use the Other option to target orders created via that sales channel, just select the Other option in the dropdown:
...and then add in the app_id of the sales channel you wish to target, e.g. 2969441:
Defining the Tag name
Define the tag name/names that you would like to be applied when the Sales Channel either matches or doesn't match your selected option (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:
If you want to create a different tag for each different potential Sales Channel used, then just create a new workflow for each Channel.
Sales channel tagging is not currently available as a dynamic tag that can be auto-applied to your orders.
Is this workflow compatible with Backdating?
Yes, this workflow is available to backdate.