Tag customers based on customers first order for specific product SKU
This criteria will help you identify when a customer orders a certain product for the first time, regardless if the customer has already made a purchase in your store or not.
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 first order for specific product SKU criteria can be found within the Customer category in the Select criteria pop-up window:
You will then be presented with the SKU field to configure:
The SKU code option has a variety of conditions to select from:
Here is a brief overview of what each of those conditions does:
is: Does the SKU code exactly match the string you have specified?contains: Does the SKU code contain the string you have specified anywhere in the value?in: Does the SKU code match exactly any of the provided comma separated list of values?
Select the condition most suited to what you are trying to identify in your SKU code value.
Defining the tag
Input the tag you would like the order to get when the criteria is met:
Don't forget to click the Add fixed tag button!
Naming and saving 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:
This criteria option will not work when Backdating your orders.