Tag orders based on the Product SKUs

If you'd like to tag orders based on whether a certain Product SKU is contained in an order or if a Product SKU is not specified in ANY of the line items, then this criteria will help to tag those orders.

This criteria will analyze each line item in the order and will look at the SKU attribute.

This field can also be referred to as the SKU, Product SKU or Product Variant SKU, but all of those refer to the same attribute in the order data. 

How to use the criteria

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

Define the 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 Product SKU criteria can be found within the Product category in the Select criteria pop-up window:

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

You will see that there are a number of condition options available to you:

Criteria Condition Options

The following options allow you to check the Product SKU for various matches:

is: Does the Product SKU exactly match the string you have specified?

is NOT: Does the Product SK U NOT match the exact string you have specified?

contains: Does the Product  SKU contain the string you have specified anywhere in the value?

does NOT contain: Does the Product SKU NOT contain the string you have specified anywhere in the value?

in: Does the Product SKU match exactly any of the comma separated list of values you have specified?

is empty: Is the Product SKU field empty?

Select a criteria option based on what you are trying to identify in the Product SKU value.

Adding Tags

Fixed Tags

You may want to apply a Fixed tag to all orders that match this workflow. Choose the name of the tag you'd like to see and enter it into the FIXED TAGS TO BE APPLIED option:

Dynamic Tags

If you'd like to apply all of the Product SKUs contained within an order as order tags, then we have a Dynamic Tag that you can configure to do this.

Go to the DYNAMIC TAGS TO BE APPLIED option within the workflow builder and click on the Add dynamic tag button:

Click on the Select the order attribute to use for this tag dropdown:

and select the Product SKU option:

mceclip6.png

Select a tag prefix or suffix if required, and then click on the Add Dynamic Tag button:

That's it. All  Product SKUs contained within the order will now be applied as order tags if the workflow matches:

Saving and naming your workflow

It is mandatory to name your workflow to save or edit it. Otherwise, you won't be able to save the changes or even test them. Then, check the summary of your workflow, and if happy, either Test your Workflow against an existing order or hit Save Workflow::

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