Tag orders containing multiple variants of the same product
On occasion, a customer may inadvertently order multiple variants of the same product by mistake. For example, selecting a clothing item in medium size before changing their mind to instead purchase the large, but forgetting to remove the medium variant from their order. Having a way to highlight orders where this may have happened can help with your process for checking with the customer prior to fulfillment and dispatch of their order.
The Order contains multiple variants of the same product criteria will help you identify those orders.
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 Order contains multiple variants of the same product criteria can be found within the Order 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 no further conditions to select from:
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 Multiple Variants:
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.