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  5. How to create a tag for customers/products in Shopify manually and automatically?

How to create a tag for customers/products in Shopify manually and automatically?

Our B2B Solution Shopify app allows showing different prices on the product(s) for specific customers or groups of customers, for example:

  • All (logged-in and not-logged-in customers)
  • Logged-in customers
  • Not-logged-in customers
  • Specific customers
  • Customer tags

Of all the conditions, the customer tags are the most commonly used. The tags are helpful to categorize customers in groups - based on their characteristics and management purposes. Then, you can apply the pricing rules to those customers in bulk.

For example, you buy for both B2C and B2B customers. Then, it makes sense to offer them different prices for a specific product. Otherwise, you are running a promotion campaign for VIP customers by offering them discounted prices.

There are different ways to help you do so:

1. Add the tags to customers manually

Go to the Admin panel => Customers.

Search and choose customers you want to add a "tag." Expand the More Actions, select Add tag.

Next time, when there is a new customer you want to add a tag, you can simply search the email and add the tag.

2. Add the tags to products manually

Similarly, go the Admin => Products and gather the wholesale products under a tag.

Or, you can add the tag on product edit pages.

Then, you can use our B2B Solution - Custom Pricing app to set up wholesale pricing for those products.

3. Add the tags to customers automatically

Besides setting up different prices for specific products based on the customers, our B2B Solution app also allows adding the tags to customers automatically to save you time and effort to add the tags manually as above.

Under AUTO TAG, go to Rules and choose Create new tag rule.

In General information, enter the Name of the rule for easy management. Also Enable to activate the rule.

In Events, choose one of the 5 events available. Then, the tag will be assigned to the selected customers when the event happens.

  • Customer Created
  • Order Created
  • Order Paid
  • Order Fulfilled
  • Order Canceled

3.1. Events and conditions to add the tags automatically

3.1.1. Customer Created

With each event, you have already built many useful conditions to sort out your customers based on their triggering actions.

Take the Customer Created, for example.

You can detect a customer based on their:

  • Display name
  • Email
  • First Name
  • Last Name

Example: You can add tags to company accounts whose emails do not contain

3.1.2. Order Created

Or, the app will add the tag based on the Order Created event, for customers who have the information as the conditions.

3.1.3. Order Paid

Similarly, these conditions are applied to the Order Paid event ...

3.1.4. Order Fullfilled

And for Order Fullfilled event ...

3.1.5. Order Canceled

And Order Cancelled event.

3.2. Multiple conditions

Multiple conditions are allowed and you can choose to detect customers based on all or any conditions.

3.3. Tag Actions

For all selected customers, you can take various actions to them, including:

  • Add Customer's Tag
  • Remove Customer's Tag
  • Add Customer's Note
  • Add Order's Note
  • Add Order's Tag
  • Remove Order's Tag

Finally, Save to activate the tag rule.

4. Apply the tags for previous customers and orders

All created rules will be applied for selected customers when the event happens.

In case you want to add tags for previous customers or orders, please go to AUTO TAG => Tag previous customers & orders.

Select one among created tag rules to apply for old customers or old orders.

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