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:
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
](https://help.upsellplus.com/en/article/how-to-setup-a-metafield-for-order-notes-1ojmger/). 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
Thank you!