Tag orders based on the customer's total number of orders

If you'd like to tag orders based on the number of orders that a customer has placed with your store, then our Customers total number of orders criteria can do just that.

Please note:

The total number of customer orders includes the order currently being analysed/processed

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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Click the Add criteria to my workflow button:

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The Customers total number of orders  criteria can be found within the Customer 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 conditions to select from:

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When configuring this criteria, you can choose if you want the criteria to match when the customer's total number orders are:

  • Greater than
  • Greater than or equal to
  • Less than
  • Less than or equal to
  • Equal to

...the number that you specify:

Popular use case:

For illustration purposes, let's say that we'd like to tag any order where the customer has placed  5 or more orders.

Select Greater than or equal to from the available options:

Enter 5 as the value.

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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 FIXED TAGS TO BE APPLIED section. In this example we have used the tag VIP Customer:

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Remember to click on the Add fixed tag button.

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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Any new order will now be checked to see if the Customers total number of orders is Greater than or equal to 5. If the workflow matches, the order will be tagged with VIP Customer.

Backdating

This criteria option will work when Backdating your orders, however, the amount of orders the customer has placed will be the current total and not the total on the date that the order was created.

Dynamic Tagging

The Customers total number of orders can be applied automatically to your orders using our Dynamic Tagging feature.

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