Tag order based on the Customer Email Address

You may wish to identify orders where the customer has not yet provided an email address. Or if they have already provided one, check if that email contains any specific term, such as ' .com' or '.co.uk'. 

This article describes how to set up a workflow to do just that, using our Customer's email address criteria.

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 Customers email address 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:

Criteria conditions

The following conditions allow you to check the Customer's email address for various types of matches:

contains: Checks if the customer email address assigned to the customer contains the string of text that you specify

does NOT contain: This will check to see if the customer email address assigned to the customer DOES NOT contain the string of text that you specify

is empty: Checks if the customer email address field assigned to the customer is empty

contains any of: Checks if the customer email address assigned to the customer contains any of the comma separated strings of text that you specify

Select a criteria condition based on what you are trying to identify in your Customer email address criteria.

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 are checking the customer details for an email address. If it is empty, we are applying the tag No-Email!:

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.

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