Auto Tags FAQ
What is the functionality of the Auto tags app?
Auto Tags is an app that allows you to automate the process of tagging based on workflows of your choosing. It can apply tags in real-time as changes happen in your store and it can also help tag existing entries in your store. It currently offers the functionality to tag orders, customers, products, and draft orders.
Why do I need to tag orders, products, and customers, etc.?
Tags are at the heart of managing your store on Shopify. Here are some ways it can help you manage your store:
- Tags are the best and easiest way to segment your customers. You may want to tag customers who bought a specific item in order to send them targeted emails through your email marketing software e.g, Klaviyo, Mailchimp, Omnisend, etc.
- Product tagging is useful to provide filtering functionality in your storefront. You can add/remove tags based on variant options (e.g, size, color) as well as whether they are in stock (overall or at specific inventory locations). You can also tag products whether they are on sale or not.
- Tagging orders plays an important role to build automation workflows for the processing and fulfillment of orders. It can also help automatically flag high-risk orders that need to be manually checked before fulfillment
You can refer to https://leapsoft.co/auto-tags to get a sense of what you can automate using the app. The list is just indicative and not exhaustive and you can mix and match various conditions to build workflows for your specific requirements.
How to use the tags applied using this app?
The tags added can be used to search, filter, and subsequently perform specific tasks on these entities based on tags. Tags provide much-needed flexibility to store operators who can run a variety of processes that are not supported natively by the Shopify admin panel.
For example, You can filter customers for a marketing campaign using the customer tags, you can filter orders based on the order tag in your store or you can keep track of new products by tagging them with tags like "new arrivals" etc.
How to tag existing entries in my store using Auto Tags?
You can process your existing or historical entries using the "backdating" tab within the app. It is a very simple step-by-step process that you can learn from our help section article: Tag existing entries (Backdating)
What if my requirements are not listed in the workflow library?
If your requirements are not listed in the workflow library, you can build your own custom workflow using the conditions present in the app. If you face any doubts or difficulties, you can contact our support team (firstname.lastname@example.org) to get assistance regarding the same.
What if the condition I am looking for is not supported by the app?
If there is a condition that you need and is not present in the app, please feel free to contact our support team (email@example.com) with your requirements. We will try to add support for the missing condition if it is technically feasible for us to do.
How long does it take the app to apply a tag?
Tags are usually applied instantly when a workflow is triggered and an entry matches the set of specified rules. In case you are using the delayed tagging feature, it will be applied based on the delay you have configured in the workflow. However, we get a sudden spike of traffic from your shop, it may take a while for the tags to be applied because of the Shopify API rate limit.
Is it possible for me to set the tags to expire after a certain period of time?
While setting up a workflow, you can specify the number of days after which you want the tags to be removed automatically. The countdown of tag expiry will start on the day the tag gets applied to an entry.