Auto Tags
Smart Automation for Smarter B2B
Section titled “Smart Automation for Smarter B2B”Imagine never having to tag customers or orders manually: that’s exactly what the Auto Tags module delivers. This feature automatically labels your customers or orders based on rules you define, helping you streamline segmentation, trigger workflows, and analyze behavior with zero extra effort.
With Auto Tags, you can:
- Automatically assign tags like “Big Order”, “VIP Buyer”, or “New Customer” when conditions are met
- Use those tags to filter, automate pricing rules, or trigger marketing campaigns
- Backfill tagging on past customers/orders so retroactive customer segments stay up to date
- Add or remove tags as orders are paid, fulfilled or canceled, so segments follow what customers actually do
Whether you’re organizing wholesale buyers, rewarding high-volume orders, or segmenting audiences for targeted campaigns, Auto Tags empowers you to scale with precision and ease.