Tag order based on Products in the order

The Products in the order criteria is a simple one. It allows you to identify orders that contain specific Products.

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

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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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Click the Add products to selection button and you will then be presented with a product picker:

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Select your products and then hit the Add button.

In this example we're checking to see if the customer has the Mystery Gift product in the order. Once you have picked your products, they will appear as below with the product-id automatically displayed. Products can be removed from your selection if needed by clicking the X.

product-picked.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 Mystery Gift included!:fixed-tag.jpg

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:

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Is this workflow compatible with Backdating?

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

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