Auto Tag

Automatically add or remove tags from customers and orders based on specific events and conditions. This feature helps automate your workflows and customer segmentation efficiently.

Auto Tag Overview

Step 1: Create New Auto Tag Rule

To begin, navigate to the Auto Tag section from your app sidebar and click on the Add New Rule button.

  • Give your rule a unique name, set its status to active or inactive, and select the event that should trigger this rule.
Create Auto Tag Rule

Step 2: Define Conditions

Specify the conditions under which this rule should apply. You can base your conditions on customer details or order attributes.

  • Choose whether to match all conditions (AND logic) or any condition (OR logic).
Auto Tag Conditions

Step 3: Set Tag Actions

After defining conditions, select the action you want the rule to perform.

  • You can choose to add or remove tags from either customers or orders.
Auto Tag Actions

Step 4: View Tag History

To review tag changes applied by auto tag rules, go to the Tag History tab from the sidebar.

  • You will find two tabs: Customers and Orders, showing detailed logs of tags applied or removed.
  • Each entry includes the tag name, action performed, who applied it, when it was applied, and the related customer or order ID.
Auto Tag History