Add order tags
The Add order tags action adds a tag to the order that triggers the workflow.
On this page
Fields
The Add order tags action contains the following fields.
| Field | Description |
|---|---|
| Tags | The tags to add to an order. Tags are case sensitive. To add multiple tags, do one of the following:
|
Triggers
The Add order tags action has a hidden field added to it by the trigger. This field, Order ID (or order.id), identifies the order to add tags to. The order ID is set by default and can't be changed.
The Add order tags action can be used in workflows that begin with triggers that contain order data, including:
- Order canceled
- Order created
- Order fulfilled
- Order paid
- Order risk analyzed
- Order transaction created
- Fulfillment created
- Fulfillment event created
- Refund created
- Tender transaction created
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.
Templates
Add an order tag when placed by a member in a certain Segment
When an order is created, check if member is in a segment and then add an order tag. Uses "Look up customer in segment" action. View template
Add data (handle) from each product in an order as an order tag
Loops over lineItems in an order to add a tag for each product. View template
Add free (discounted 100%) item to new orders
This template adds a free, discounted item to new orders if the item is in stock. It checks inventory, applies a 100% discount, and updates the order without notifying the customer. This automation would be useful to (1) enhance customer satisfaction by including a surprise free item in their order, (2) promote new or less-known products by adding them as free samples in orders, or (3) to streamline promotions by automating the inclusion and discounting of free items. View template
Add order tag with the assigned fulfillment location name
When order has been assigned to fulfillment location(s), if the order was assigned to a given location, also add an order tag with the location name. View template
Alert fulfillment when a known return abuse customer places an order
Tag and notify fulfillment to review orders that are placed by customers who commit return abuse. View template
Cancel and tag orders from deny-listed email addresses
Cancels orders and tags them if they originate from email addresses previously associated with fraudulent activities. It checks against a list of known bad emails and domains that you supply, and applies cancellation and tagging actions to identified orders. View template
Cancel high-risk orders
Cancels orders flagged as high-risk, refunds and restocks the items, tags the order and customer, and sends a notification email. We recommend manually checking orders after cancellation. View template
Capture payment if order is not high fraud risk
After an order is created and the risk analysis is complete, this workflow checks that the risk level is not high, and if the payment can be captured. If so, it captures payment. In order to use this workflow, you must also change your Admin settings to use manual payment capture. View template
Email logistics team when orders need to be expedited
Send an email notification for orders that have paid for expedited shipping and add a tag for easy organization. View template
Get notified about high risk orders before capturing payment
Receive an email prompting a review of high risk orders before capturing payment (you must have payments set to manual capture). View template
Get notified about irregularly large order quantities
Receive an email notification when an order is placed over a set item quantity threshold. View template
Get notified about large discounts on new orders
Receive an email when an irregularly large discount is applied to an order. View template
Hold order and add order tag when a customer has a certain tag
When a new order comes in, check for a customer tag like high risk or suspicious. If it's there, hold the order and add a "high risk" tag. View template
Notify fulfillment if a customer with the tag "Serial Returner" places an order
Send an email to the fulfillment team and add a review order tag, if a customer with the tag "Serial Returner" places an order. View template
Prompt customer reachout for high value returns
Gain customer experience insights by tagging high value returns and prompting staff to contact customer. View template
Reward loyalty points and notify customers when deliveries are delayed
Reward loyalty points in Yotpo and notify customers via SMSBump when deliveries are delayed. View template
Tag B2B Orders
Add a tag on B2B orders when they’re created. The tag can be customized. View template
Tag POS orders with the staffMember logged into device
When an order transaction is created from a POS device, it includes the staff member who created the order (and did the transaction). This workflow tags the order with "staff:
Tag a customer's first order
Add a tag to a customer's first order. View template
Tag and send a daily summary of late fulfillments
Every day, tag and send a daily email summary that counts the total number and dollar value of all orders that miss a 2 day shipping guarantee. View template
Tag and track conversion of customers who order samples
Segment customers that ordered a sample and track if they converted into a full-priced purchaser at a later date. View template
Tag customer and order when created from draft order
When a new order is created, if the order came from the app named Draft Orders, adds a draft tag to the order and the customer. View template
Tag orders by currency
Tag new orders with the payment currency code used by the customer. View template
Tag orders by payment gateway
Tags new Orders if they come from the specified Payment Gateway. This workflow runs when an order is created. It uses a condition to check the specified payment gateway. If it matches, the workflow will then add the tag(s) to the order. View template
Tag orders by sales channel
Tag new orders with the sales channel name it came from. View template
Tag orders by their shipping method
Tag every order based on the shipping method that was selected. View template
Tag orders created in Admin or through online store
When an order is created, checks if the Order originated from the "Online Store" or "Draft Orders" app. If so, tags the orders. Note - orders duplicated from another source will appear to originate from the original order's app. View template
Tag orders created on Point of Sale (POS)
Learn how to check if an order was created via a Point of Sale app. View template
Tag orders paid with gift card
Add a tag to orders that are fully or partially paid with a gift card. This automation runs when an order is paid. It checks if any payment gateway is a gift card. If so, it adds the specific order tags. View template
Tag orders that include products with specific product tags
Want to know when an order contains certain types of products? With this automation, you can tag orders based on the tags present on each line item's product. View template
Tag orders that include specific products
Add a custom tag to orders that include a specific product in any of the order line items. View template
Tag orders that received free shipping
Tag new orders that were eligible for free shipping during checkout. View template
Tag orders that used a specific shipping method
Add a custom tag to orders that used a specific shipping method name. View template
Tag orders where the first visit landing page includes a certain URL path
Adds order tags when an order is created and the customer's landing page URL includes a certain string ("fr"). The automation makes use of the Wait step to give time for the firstVisit data to be available. View template
Tag orders with associated UTM campaign
Adds tags to orders that contain the names of any associated UTM campaigns. View template
Tag unfulfilled orders older than 2 days
Every day, the workflow gets all unfulfilled orders older than 2 days and it adds a tag to the order. View template
Track special orders based on powerful conditions
Track, tag and send an email when special orders are placed. View template
Using customAttributes (aka line item properties) in conditions and actions
Check properties / custom attributes in your conditions and use them in tags and order notes. View template