Tag based on Order note

Please Note:

Order notes are slightly different to Order attributes (Additional details), which are custom form fields that let you collect additional information from your customers on the cart page. Order notes is a unique field within the order data, whereas Order attributes (Additional details) are flexible and can contain multiple name:value pairs of data.

Order notes, which are available in most Shopify themes, allow Merchants to capture special instructions on how to prepare and deliver an order. Order notes are usually captured via a text input area at the bottom of the cart page prior to checkout.

Here is how that field usually appears on the cart page:

Order notes label

We have put together a simple step-by-step guide on how to tag orders that meet one of the following conditions:

  • The order has an order note
  • The order does not have an order note
  • The order has an order note that contains a particular string of text
  • The order has an order note that does not contain a particular string of text

How to use the criteria

To create a workflow using this criteria, click on the Create New Workflow button from the main Workflows view:

1-create-new-workflow-button.jpg

Define the trigger to determine at which point you would like the workflow to run, we recommend selecting the trigger when orders are created.

4-order-created-trigger.jpg

Click the Add criteria to my workflow button:

2-workflow-criteria-section-button.jpg

The Order note criteria can be found within the Order category in the Select criteria pop-up window:

order-note-criteria.jpg

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

You will then be presented with the following screen:

criteria-options.jpg

Select the condition that the criteria must match:

choose-criteria-option.jpg

Here is what each option within the conditions dropdown will do:

contains: If the order has an order note and it contains a particular string of text.

does not contain: If the order has an order note but it does not contain a particular string of text.

 is not empty: If the order has an order note.

is empty: If the order does not have an order note.

Select the option that most suits your needs.

If selecting the contains or does not contain condition, enter the string that you are looking to find in the order note:

contains-term.jpg

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):

fixed-tag.jpg

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:

named-workflow.jpg

If you want to create a different tag for each different string of text that may appear in the Order Note, just create a new workflow for each string.

Dynamic Tags

Order Note tagging is not currently available as a dynamic tag.

Is this workflow compatible with Backdating?

Yes, this workflow is available to backdate.

What is backdating?

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