The Order Tagger app has been created to help Merchants to manage their orders, streamline their fulfillment processes and win back more time to run their business.
By automatically applying tags to orders based on a set of pre-defined rules, Merchants can do the following:
- Filter orders within the Shopify Admin > Orders view to prioritise fulfillment
- Filter orders within the Shopify Admin > Orders view to distribute orders to teams or locations
- Pull orders with certain tags or order notes into 3rd party systems, i.e. ShipStation
Order tags can be seen in the Shopify Admin > Orders list view to the right of the Delivery Method column:
Tag orders using multi-condition rules
Automatically applying tags to orders allows you to highlight orders that meet a specific set of criteria. They can then be organised or managed in a different way to normal orders.
Here are just some ways in which Order Tagger can help Merchants to automate or streamline their workflows by applying tags:
- Identify orders with certain tags to prioritise fulfillment ahead of other orders
- Identify customers that need to be contacted where orders contain certain tags
- Highlight orders for special treatment
- Push through additional information to a 3rd party shipping software using tags like ShipStation
- Group orders for local delivery zones
- Schedule times for click and collect services
- Schedule Customer selected delivery dates
- Highlight orders containing products from certain vendors
- Highlight first-time customers
- Highlight orders that contain out-of-stock items
- Highlight fulfillment locations allocated by Shopify
- Highlight orders that contain heavy items and might require additional fulfillment steps
- Highlight orders based on the payment method used by the customer
- Highlight orders generated from marketing campaigns using UTM tags
- Highlight the member of staff responsible for an order
- Highlight orders which contain pre-order products
- Highlight orders from customers with specific email domains or suspected fraudulent customers
If you'd like to skip this getting started guide to see a list of all available tagging criteria in the app, then take a look at our rule criteria article.
Creating Tagging Rules
Creating a new tagging rule with Order Tagger is very straight forward.
Select the trigger
First, you need to define a trigger for your rule. In most cases, it will be when a new order is created:
Once you've selected the trigger, you then need to select the criteria that your rule will be based on.
Rule Builder Criteria
We have a wide range of rule builder criteria that can be combined to create complex tagging rules. These are broken down by category to help find the criteria you need when building a rule:
Take a look at the rule builder categories and their available criteria to see the full list of criteria.
Applying Dynamic and Fixed Tags to orders
Some criteria will allow you to check the values of certain attributes within an order and then apply those values as a tag if they meet the conditions of the criteria.
Other criteria just look for a true or false condition and the rule builder will then let you specify the fixed tag that you wish to apply to orders matching that criteria.
The rule builder can also be used to apply dynamic tags to orders by just applying the value of certain attributes as a tag to ANY order that meets the trigger that you specified.
Delaying your rules
There are many Shopify apps that may need to edit an order in some way. Quite often, two or more apps will be trying to perform an update at the same time. This will result in the order data being overwritten.
As Order Tagger performs tagging in a matter of seconds, adding a delay to when we apply your rules to the order can prevent clashes with other apps.
Read more about our delayed tagging feature if you think this may be an issue for your store.
Backdating to organise historic orders
Order Tagger also has a backdating feature that allows you to apply some or all of your rules to your previous orders. Tagging older orders enables Merchants to analyse behaviour to find patterns that can influence inventory levels, fulfillment processes and buyer behaviour
Order backdating is not included in the Order Tagger monthly subscription fee, but is an additional per usage paid service that we offer.
We charge $10 for the first 1000 orders we process, followed by $2 for every 1000 orders that we process thereafter.
You can pay for and kick-off a backdating job from within the app once you have set-up and tested your rules.
What if I need a rule which isn't in the list?If there is a rule that you need that is not covered by the conditions in the rule builder, please get in touch to discuss your requirements. If what you are asking for is possible, we will work with you to schedule adding it into the app.