[Free] How to Automatically Add Customer or Order Tags When a Specific Product Is Purchased with Shopify Flow

This article explains in detail how to use Shopify Flow to automatically add customer or order tags when a specific product is purchased. No app installation is required, so this simple setup can help streamline your store operations.

What Is Shopify Flow

Source: Shopify Flow｜Shopify App Store

Shopify Flow is Shopify's own app that automates a wide range of tasks and processes that arise in store operations. Previously, it was only available on premium plans, but since July 2023 it has also become available starting from the Basic plan. Shopify Flow can be installed for free from the Shopify App Store.

The blog article below covers Shopify Flow in more detail. Please refer to it as well.

What Is Shopify Flow? Its Benefits, Drawbacks, and Setup Method
Are you using Shopify's own app, "Shopify Flow"? Making good use of Shopify Flow can help reduce the workload of your e-commerce operations. This article introduces the benefits, drawbacks, and setup method of Shopify Flow. Please use it as a reference.

How to Add a Customer Tag When a Specific Product Is Purchased

In this section, we'll show you how to set up a workflow that automatically adds a customer tag of your choice whenever a specific product is purchased.

Step 1: Create a Workflow

(1) Open the Shopify Flow app

(2) Click "Create Workflow" on the workflow list page

(3) Select "Order created" as the trigger

Using "Order created" allows the workflow to run whenever a new order is placed.

(4) For the condition, select "Order > LineItems_item > name"

(5) For Name, choose "contains" and enter the product name

With this setting, the following action will run whenever the order's line items include the product name specified in (5).

(6) For the action, select "Add customer tags"

(7) In Tags, enter the customer tag you want to add automatically

With this setting, the customer tag specified in (7) will be added to the buyer.

(8) Give the workflow any name you like

(9) Click "Turn on workflow"

Step 2: Check That It Works

Place an actual order for the target product and check whether the customer tag has been added to the buyer.

How to Add an Order Tag When a Specific Product Is Purchased

In this section, we'll show you how to set up a workflow that automatically adds an order tag of your choice whenever a specific product is purchased.

The workflow and setup are almost the same as the [How to Add a Customer Tag When a Specific Product Is Purchased] section above.

The only difference is that in [Step 1, (6) and (7)], you select "Add order tags" for the action and enter the order tag you want to add automatically in Tags.

How to Add a Tag When a Product in a Specific Collection Is Purchased

You may also want to automatically add a tag when a product belonging to a specific collection, rather than a single specific product, is purchased.

Using a collection is helpful when there are many products for which you want to automatically add customer or order tags.

This setup is also almost the same as the workflow and settings described in [How to Add a Customer Tag When a Specific Product Is Purchased] above.

The only difference is that in [Step 1, (4) and (5)], you select "order > lineitems > product > collections > handle" for the condition and enter the collection's handle ID in Handle.

Where to Find a Collection's Handle ID

You can find a collection's handle ID by opening the collection page and looking at the end of the URL in the "Search results section > URL handle" field.

Conclusion

Above, we explained how to set up automatic tag addition using Shopify Flow. Taking advantage of this feature offers the following benefits:

1. It eliminates the need for manual tagging, improving operational efficiency
2. It prevents human error and enables consistent customer management
3. It allows flexible condition settings at the product or collection level

Especially for stores handling multiple products or collections, taking advantage of this automation feature can help achieve more efficient customer and order management.