Tag orders with the billing phone number if the shipping phone number is empty
Why would we need to apply for a phone number as a tag?
It can sometimes be necessary to contact customers to discuss certain elements of an order, whether it's to discuss custom options, lead times, or stock availability.
To attain the customer's phone number, Merchants need to click through from the order listing page to view the details of a specific order and then locate the customer's phone number from the customer details section.
If your business model requires you to regularly contact customers about their orders, then having the customer phone number as a readable tag on the orders listing view in the Shopify admin area is extremely useful.
If the Shipping Phone number is NOT empty
If the customer has provided a shipping phone number, then we have a criteria in the Shipping category that you can use in your workflow to identify when the Shipping address phone number "is NOT empty":
The options for this criteria:
Is Not empty selected:
You can then use a dynamic tagging field in the workflow builder to apply the value of the Shipping address phone number as a tag:
So, if the shipping address phone number exists, then this workflow will apply for that phone number as a tag on your order.
What if the customer has not provided a shipping address phone number?
I there is no shipping address phone number, it's worth checking to see if the Customer has provided a billing address phone number that can be applied as a tag instead.
To do this, you'll need to create another workflow.
If the Shipping Phone number is empty
To create this workflow, you will again need to select the Shipping address phone number criteria from the Shipping category, but this time, select the "is empty" condition:
You'll then need to add another criteria to the workflow, this time, you'll need to select the Billing address phone number criteria from the Billing category and choose the "is NOT empty" condition:
You can then use a dynamic tagging field in the workflow builder to apply the value of the Billing address phone number as a tag:
In summary, this workflow will apply the billing address phone number as a tag if it exists and if there is no customer shipping address phone number available.