Automatically Tag Orders & Customers

Streamline your B2B workflows by letting tags assign themselves. The Auto Tag module labels customers or orders automatically when a Shopify event happens and your conditions match, so your pricing, access and marketing segments stay up to date without manual work.

Plan

Auto Tags is available on the Essentials, Advanced and Platinum plans, not on the Free plan. If your plan no longer includes it, your rules stay saved but stop running.

How to Set Up Auto Tag Rules

The rule page has three cards: Rule, When (the event and the conditions) and Actions.

1. Enable & Begin Configuration

• Go to B2B customers > Auto Tags and switch the module on.
• Click Add rule.

2. Basics

• Give your rule a name (for example “Big Orders Tagger”).
• Set it to Enable or Disable (you can configure it now and turn it on later).
• Choose one Event that triggers the rule:

Event	Fires when
Customer Created	A new customer account is created
Order Created	An order is placed
Order Paid	An order is paid
Order Fulfilled	An order is fulfilled
Order Canceled	An order is canceled

With Customer Created, choose the form in Registration form so the fields of that form become available as conditions.

3. Conditions

Choose whether the record must match all conditions or any condition, then add condition rows (Field, operator, Value). Click Add another condition for more rows.

Customer Created rules can check:

• Default Field: Display Name, Email, First Name, Last Name. On a multi-step form only Email is offered.
• Custom Field: any field of the selected registration form (for example Company, Country, City or your own questions).
• Operators: Contains, Does not contain, Is equal to, Is not equal to. For Country you can type the name (United States) or, with Is equal to / Is not equal to, the 2-letter code (US).

Order event rules can check:

Group	Fields
Customer Account	Display Name, Email, Customer’s Tags, Order’s item, Total spent
Customer Shipping Address	City, Country, Province, Postcode
Customer Billing Address	City, Country, Province, Postcode
Product Info	Product Name, Sku
Order Info	Number of Products, Order Qty, Order Amount, Order Weight, Total Amount of Paid Orders, Total Number of Paid Orders

• Text fields use Contains, Does not contain, Is equal to, Is not equal to; Sku also offers Start with, which matches if any line item’s SKU starts with your value.
• Number fields use Is equal to, Greater than and Less than.
• Total Amount of Paid Orders and Total Number of Paid Orders (Order Created and Order Paid rules only) use >, <, >=, <= and a period: within 1, 7, 15, 30, 45 or 60 days.

Read these before you save

• Greater than includes the value itself. “Order Amount Greater than 500” also matches an order of exactly 500.
• Order’s item counts how many orders the customer has placed, not the items in this order. For items in this order, use Number of Products or Order Qty.
• A blank value is not “no condition”. With the value empty, Contains matches every record and Does not contain matches none, so the rule could tag your whole store. Always fill in the value.
• Order Canceled rules look at the order as it was when it was created.

Order Weight condition (order events only)

On Order Created, Order Paid, Order Fulfilled, and Order Cancelled rules, the Order info group includes Order Weight (the total weight of the order) next to Order Qty and Order Amount.

1. Select Order Weight as the field.
2. Select an operator: Is equal to, Greater than, or Less than.
3. Enter the value, then pick its unit in the Weight unit dropdown next to it: g, kg, lb, or oz (default g).

The app converts your value and the order’s total weight to the same unit before comparing, so a rule set in kg works for a store that records product weights in lb.

Note

Order Weight is a number field, so text operators (Contains, Does not contain, Starts with) are not available for it.

4. Actions

Add one or more action rows; click Add another action for more. The actions depend on the event:

Event	Available actions
Customer Created	Add customer’s tag, Add customer’s note, Mark customer as tax exempt
Order events	Add customer’s tag, Remove Customer’s Tag, Add customer’s note, Add Order’s Note, Add Order’s Tag, Remove Order’s Tag

For tag actions, enter one or more tags separated by commas, for example wholesale,vip.

Note

Mark customer as tax exempt sets the customer’s Collect tax setting in Shopify to exempt. It is only available on Customer Created rules and can be used once per rule. It works for customers created after the rule is on: running a backfill does not exempt existing customers. For those, change Collect tax in Shopify admin or use Tax Exempt.

Click Save. The rule runs the next time its event happens.

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Backfill Tags to Existing Data

Apply a rule to your past customers and orders:

1. On the Auto Tags page, click Apply to existing customers.
2. Pick the tab you need:
   • Apply to previous customers & orders: choose Previous customers or Previous orders, select the rule, then click Submit.
   • Remove customer/order tags: choose customer tags or order tags, select the tags to remove, then click Submit. This removes the tags only; your rules are not changed.
3. The job runs in the background with a progress banner, so you can keep using the app. When it finishes, the banner shows how many records were updated and lists any failures with the reason.

Caution

One bulk run per store at a time, apply and remove together. Starting another run shows “A bulk update is already running for this store”.

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Auto Tag History

Every tagging action is recorded, so you can check what was applied and when.

1. On the Auto Tags page, click History.
2. Switch between Customer with tag updates and Order with tag updates.
3. Each row shows the customer or order, the Rule, Added Tags, Removed Tags, Updated Time and Updated by. Page through the list or sort it to find a record.

Use it to confirm a rule fired, to see which rule tagged a customer or order, and to spot rules that match more records than expected.

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Export Rules

On the Auto Tags page, open More actions > Export to download your rules as a CSV. Because a rule can have several conditions and actions, the file uses one row per condition/action pair, so one rule can span several rows. Export history lets you download recent exports again.

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Use Cases & Examples

• Tag high-value customers: Event Order Paid, condition Order Amount Greater than 500, action Add customer’s tag high-value.
• Classify partners at sign-up: Event Customer Created, condition Email Contains @partner.com, action Add customer’s tag partner. Your Custom Pricing or BSS B2B Lock rules for the partner tag then apply right away.
• Tag by country from the registration form: Event Customer Created, form Wholesale Registration Form, condition Country Is equal to US, action Add customer’s tag us-wholesale.
• Clean up on cancellation: Event Order Canceled, action Remove Order’s Tag priority.

Note

If you need further assistance, please feel free to reach us at [email protected] or Live Chat.