Tag order based on Product Types in the order

This criteria allows you to highlight orders that contain a specific Product Type .

In the example below, we will use the Type of the Products in the order criteria to identify those orders where a Gift Card has been purchased.

How to use the criteria

To create a workflow using this criteria, click on the Create New Workflow button from the main Workflows view:

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Define the trigger to determine at which point you would like the workflow to run, we recommend selecting the trigger when orders are created.

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Click the Add criteria to my workflow button:

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The Type of the Products in the order criteria can be found within the Product category in the Select criteria pop-up window:

order-product-type.jpg

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

You will then be presented with the following screen:

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Choose between the two options, includes or does NOT include:

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And then enter the exact term for your product-type.

Please Note:

The search term for Product type is case sensitive. In our example below we search for a Product type listed in our store as Gift Card. A search for gift card would return false.

Gift-Card-product-type.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 Gift Card purchased:

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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:

named-workflow.jpg

Is this workflow compatible with Backdating?

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

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