Tag order based on the Product Variants in the order

You may wish to identify orders containing specific Product variants. The Product Variants in the order criteria can help you acheive this.

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:

2-workflow-criteria-section-button.jpg

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

variants-in-order.jpg

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

You will then be presented with the following screen:

criteria-options.jpg

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

product-picker.jpg

Select your product variants and then hit the Add button.

In this example we're checking to see if the customer has the £50 Gift Card variant in their order. Once you have picked your product variants, they will appear as below with their product-id automatically displayed. Product variants can be removed from your selection if needed by clicking the X.

selected_variants.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 50 - purchased:

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:

named-workflow.jpg

Is this workflow compatible with Backdating?

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

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.

Still need help? Contact Us Contact Us