Tag orders based on the shipping address phone number
If you'd like to tag orders based on whether the phone number provided as part of the shipping details either exists or, contains a particular string of numbers, then our Shipping address phone number criteria can do just that.
We also have a similar criteria for the Billing address phone number.
The shipping address phone number and billing address phone number are also available as Dynamic Tagging options within the workflow builder, allowing you to add the shipping and billing address phone numbers as tags to the order automatically.
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 Shipping address phone number criteria can be found within the Shipping category in the Select criteria pop-up window:
Click the Use in your workflow button to select this criteria.
You will then be presented with the following screen:
Select the condition that the criteria must match:
Here is what each option within the conditions dropdown will do:
contains: Checks the phone number provided to see if the specified value appears anywhere in the number.
does NOT contain: Checks the phone number provided to see if the specified numerical string DOES NOT appear anywhere in the number.
begins with: Checks to see if the value specified appears at the beginning of the phone number.
does not begin with: Checks to see if the value specified does not appear at the beginning of the phone number.
is empty: No phone number was provided.
is NOT empty: A phone number was provided.
Select the option that most suits your needs.
Enter the string that you are looking to find or match in the shipping address phone number:
Defining the Tag name
Define the tag name/names that you would like to be applied when this workflow matches your criteria (don't forget to click the Add fixed tag button):
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:
The shipping phone number can automatically be applied as a tag to the order using our Dynamic Tags option:
We would recommend using a Prefix (e.g. Shipping No:) to identify what the tag relates to.
Find out more about dynamically tagging orders with data from the order.
Will this work with Backdating?
Yes, the Shipping address phone number criteria is available to use in our backdating service.