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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