Tag orders based on the Customer Notes field contents

The Customer Notes field in your Shopify admin area, allows you to store information about a customer that can be used for internal communication, such as a customer's preferences or perhaps a caution about prior transactions with the customer.

Setting up a workflow with our Customer Note criteria will allow you to search the Customer Notes field and apply tags based on its contents.

How to use the criteria

To create a workflow using Customer Note 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 Customer Note criteria can be found within the Customer category in the Select criteria pop-up window:

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

You will then be presented with the following screen:

There are several options for searching the Customer Note:

Criteria Options

The following Criteria options allow you to check the Customer Note for various matches:

contains: Does the Customer Note field contain the string you have specified anywhere in its contents?

does NOT contain: Does the Customer Note field NOT contain the string you have specified anywhere in its contents?

is not empty: The contents of this Customer Note field are not empty.

is empty: The contents of this Customer Not e field are empty.

Select a criteria option based on what you are trying to identify from the Customer Note.

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 Scammer - Take Photos!:

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:

Is this workflow compatible with Backdating?

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