Order Management
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order-management
Order Tagging Automation Rules
Create automated rules that tag orders based on value, product type, location, and customer segment.
đź“‹ Prompt
I want to set up automated order tagging rules in my Shopify store to organize orders efficiently. Here are the details: Store name: [YOUR STORE NAME] High-value order threshold: [DOLLAR AMOUNT, e.g., $150] Product categories: [LIST YOUR MAIN CATEGORIES, e.g., Clothing, Accessories, Gift Cards] Shipping zones: [LIST KEY ZONES, e.g., Domestic, International, Local Pickup] VIP customer criteria: [e.g., more than 5 orders, or lifetime spend over $500] Please create automation rules for the following tagging scenarios: Tag orders over [DOLLAR AMOUNT] as “High-Value” automatically when placed. Tag orders containing products from specific collections, for example “Contains-Gift-Card” or “Contains-Fragile.” Tag international orders as “International-Shipping” and domestic orders as “Domestic-Shipping.” Tag orders from repeat customers (3 or more previous orders) as “Returning-Customer.” Tag orders that include a discount code as “Discount-Used” and include the code name. Tag orders placed during specific promotional periods as “Holiday-Sale” or “[CAMPAIGN NAME].” Tag orders with expedited shipping as “Rush-Order.” Tag orders from VIP customers based on my criteria above. Tag orders that contain only digital products as “Digital-Only” for different fulfillment handling. Tag first-time customer orders as “New-Customer” for follow-up marketing. Set up these automations using Shopify Flow with clear trigger, condition, and action steps. Provide a naming convention document for order tags so the whole team uses consistent labels.
How to Use
- Copy the prompt above
- Open Shopify Sidekick in your Shopify admin
- Paste the prompt and replace the bracketed placeholders with your details
- Review Sidekick's response and apply the suggestions