Tag orders based on the order discount percentage

If you would like to tag orders based on whether an applied Discount Percentage is:

  • Greater than
  • Greater than or equal to
  • Less than
  • Less than or equal to
  • Equal to

...a certain figure, then our Discount Percentage criteria can do just that.

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.

2-triggers-OT.jpg

Click the Add criteria to my workflow button:

3-add-criteria-button.jpg

The Discount Percentage criteria can be found within the Transaction category in the Select criteria pop-up window:

discount-percent-criteria.jpg

 

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

Popular use case:

For illustration purposes, let's say that we'd like to tag any order where the discount percentage is greater than or equal to 30%.  Select Greater than or equal to from the available options:

g-t-o-e-t.jpg

 

Enter 30 as the value:

30%2B.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 BIG SAVER:

big-saver.jpg

Click on the Add fixed tag button.

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 order or hit Save Workflow:

named-workflow.jpg

Any new order will now be checked to see if a Discount Percentage greater than or equal to 30% has been applied. If it has, then it will be tagged with the name of the fixed tag that you have selected.

Backdating

This criteria option will work when Backdating your orders.

Dynamic Tagging

The Order Percentage can not currently be applied to the order as a Dynamic Tag, however, you can apply the discount code used in the order as a tag if one was used:

dynamic-tag.jpg

Need any help?

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

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