Articles on: Checkout customizations

How to tag orders with custom messages using Shopify Flow or Leap Auto Tags

Articles on: Customization add ons

You can add tags to orders that have custom messages via our Custom input field:

Gift note

In this article, we'll explain how to do this using Shopify Flow and Leap Auto Tags.

Shopify Flow

Start by creating a new Workflow

This workflow will be triggered when a New Order is Created

Click on ''Then" to add the "Check if" conditions

Search for "Metafields" in the search bar

Out of all the options, select the one that says "metafield" with a gray placeholder that says "Requires Arguments" (See below):

A small window will pop-up that says "Choose Metafield". Open the "Select Metafield" dropdown menu and Choose the metafield you added with these instructions: How to setup a Metafield for order notes
. For example:

In value, select "*Not Empty and Exists**"

Then, let's go to the "Do This" action from Flow and add the tag. (Type in the tag you want your orders to have).

Save, turn on the workflow and test it.

You should have something like this:

Create a new workflow

In the Auto trigger your workflow step, select "When an order is created"

Set up the Workflow Conditions as follows:

AND (All conditions must match)

Any of Order → Metafields → Namespace → is

Type in: upsellplus-pp.__upsell_id

Any of Order → Metafields → Value → is not empty

Select the entity to tag: Order

Add fixed tag to the order: Choose your tag and save the workflow.

Updated on: 30/05/2024

Updated on: 11/06/2024

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