How to tag your Shopify orders based on the customers selected delivery date
Offering a delivery date option to your customers provides flexibility to suit both the Customer and you the Merchant.
This can, however, create challenges for Shopify merchants when trying to view and fulfil orders to meet the delivery needs of their customers.
We've put together a guide on how to use Order Tagger to create an organised fulfilment flow which ensures you're always on top of future deliveries and prioritising the orders based on their delivery dates.
Identifying a delivery date in an order
Typically, a delivery date will be applied to an order in the form of Order attributes (Additional Details), which can be found on the right-hand side of the order screen underneath the Notes section:
This is where the majority of delivery date Shopify apps will place this information.
In the example above the Additional Details can be explained in the following way:
'collection-delivery-date' - this part of the Additional Details is the Name
'28-05-2020' - this part of the Additional Details is the Value
If you don't currently have a delivery date picker on your website, then we recommend that you should try Zapiet's Store Pickup and Delivery Shopify app. It is a fully-featured and customisable store pickup and local delivery solution for Shopify.
Tagging orders based on the delivery date selected
Once you have a delivery date picker facility installed and working in your store, you will need to create a new tagging workflow.
To create a workflow, click on the Create New Workflow button from the main Workflows view:
Define the Workflow 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 Order attributes (Additional details) criteria can be found within the Order category in the Select criteria pop-up window:
We must now customise that criteria to look at the order and check if it contains an Order attribute (Additional detail) name of collection-delivery-date.
If it does, then we need to tag the order with the value of that Order attribute (Additional detail).
So the workflow below is set up as follows:
When a new order is created, if the order has an Order attribute (Additional detail) with a name of collection-delivery-date, then use the attribute value as a tag.
Give this workflow a name and then click Save.
The next order that qualifies for this workflow will automatically be tagged with its delivery date.