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Tag customers by products purchased

You can use Auto Tags to tag customers based on the products purchased by them. Here's a step-by-step instruction to create a workflow for the same:

Step 1 - Click on "Create Workflow"

Step 2 - Select "Order" as the workflow type

Selecting entity

Step 3 - Select appropriate auto-trigger events

For instance, you can select "when an order is created" to automatically trigger the workflow on order creation. When a workflow is triggered, it will check for the conditions specified and if the conditions match, then tags will be updated.

Selecting entity

Step 4 - Specify conditions

If you want to check if particular SKUs are present in the line items of the order, you can use the "IN" operator. The below conditions will match if at least one of the line items in the order has SKU set to "AD-03-black-OS" or "AD-03-blue-OS".

Step 5 - Choose "Customer" as the entity you want to tag

Selecting entity to tag

Step 6 - Specify tags you want to add or remove

You have the option to specify either fixed tags or dynamic tags for addition. Additionally, you can add fixed tags for removal or set the system to automatically remove tags applied by the workflow after a designated duration.

Adding Fixed Tag

Removing Fixed tag

Step 7 - Save the workflow

Verify that all the configuration looks good and save the workflow.

Testing the workflow

Step 8 - Testing the workflow

Once you've created the workflow, it's essential to test it against some orders to ensure it is configured correctly. You can learn more about testing the workflow here.

Step 9 - Run workflow on existing orders

You can run the workflow on existing orders (historical orders) which in turn will tag corresponding customers if the conditions specified by you in the workflow match.

Click here to learn more about backdating.