Add customer tags

The Add customer tags action adds a tag to the customer that triggers the workflow.

Fields

The Add customer tags action contains the following fields.

Fields used in the Add customer tags action.
FieldDescription
TagsThe tags to add to an customer. Tags are not case sensitive. To add multiple tags, do one of the following:
  • Enter each tag separately by typing the tag, and then pressing the enter key.
  • Enter multiple tags by separating them with commas. Whitespace between commas is removed.

    For example, entering tag1,tag2,tag3 and then pressing enter key results in tag1,tag2,tag3 initially displaying in the action. When the action is taken, three separate tags are added: tag1, tag2, and tag3.

Triggers

The Add customer tags action has a hidden field added to it by the trigger. This field, Customer ID, is set by default. The action can be used in workflows that start with triggers tha contain customers, including:

The action can also be used with triggers that contain an order because customers are associated with orders:

Example

Example of a workflow that adds a tags when a customer is created

In this example workflow, the new tag is added to all newly created customers.

API details

To learn more, review the tagsAdd mutation.

Common issues

Flow says that it added a tag but the tag isn't available in the Admin.

Reason: an app (typically) or Admin user overwrote the tag. This happens because many apps use the same events, such as Order created, as Flow. Flow often finishes first, and then other apps make edits that don't take into account the new tags.

Solution: the best solution would be for the app to have an action in Flow that you could call after Flow runs. If such an action isn't available, then you should contact the app to ask them how to avoid overwriting your tags. If you can't solve the issue with the app, then you can try inserting a "Wait" step in Flow to delay when Flow adds tags.

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