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

](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

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