If you want to automatically tag all orders that have an upsell item, we can do that with Leap Auto Tags.

For Checkout and Cart Upsells:

Creating the workflow is simple! All you need to attach a tag to all orders that have the upsellid as a line item property. Here's how we do that:

Install and open the Leap Auto Tags app. On Workflow type, choose order
Then, where it says "Auto trigger your workflow", you may want to select "when an order is created"
Now, it's time to add the conditions. This is where you need to look for Custom Attributes Key (Line Item Properties Key), which will help the app read the upsell id from your offer. Then, choose ''contains" and paste this __upsell_id as this screenshot shows:

The next step is "Select the entity to tag". Since we want to tag the Order, choose that option and add the fixed tag you want to put there

Save your workflow and all your orders that had an upsold item with UpsellPlus will be tagged.

For Post-Purchase Upsells:

Because the post-purchase upsells will make the app edit the order once it is created, the report will slightly change to focus on the Order Events:

The workflow type will remain for '**Order**'

Instead of looking for the order creation, we will be focusing on "**when an order is updated**"



The workflow conditions will be the following:
Any of Order -> Events -> App Title Contains " UpsellPlus Checkout Offers"

Any of Order -> Events -> Attribute To App Is "True"




The next step is "Select the entity to tag". Since we want to tag the Order, choose that option and add the fixed tag you want to put there, in our case, it will be "**UpsellPlusPostPurchase**"





Please note that the Leap Auto Tag app was not developed by us, UpsellPlus. If you need support, we invite you to visit their help center or contact them at support@leapsoft.co

Updated on: 28/02/2024