How To Automatically Tag and Organize Shopify Orders?

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Running a successful Shopify store is exciting, but it often comes with a hidden cost: time spent on repetitive, manual tasks. From tagging high-value customers to managing fulfillments, these activities eat into the hours you should be spending on marketing, sales, and product development.

What if you could automate it all?

In this step-by-step guide, we’ll show you how to use Order Automator, a powerful Shopify app, to transform your workflow, eliminate human error, and save countless hours every month.

Why Automate Your Shopify Store?

Before we dive into the “how,” let’s clarify the “why.” Automating your store isn’t just a luxury; it’s a necessity for scaling efficiently.

• Save Time: Reclaim hours spent on manual data entry and management.
• Reduce Errors: Automations run perfectly every time, eliminating human oversight.
• Improve Team Workflow: Instantly notify your customer success or fulfillment team, speeding up entire processes.
• Enhance Customer Experience: Quickly identify and prioritize VIP customers or specific regional orders.

Step 1: Introducing Your Automation Powerhouse – Order Automator

Order Automator is a dedicated Shopify app built specifically for automating tasks related to orders, customers, and fulfillments. It carries the “Built for Shopify” badge, ensuring high standards of performance, design, and integration.

Core Automation Features:

• Auto-Tagging: Automatically add tags to orders and customers based on virtually any condition.
• Auto-Fulfillment: Automatically mark orders as fulfilled based on your rules.
• Custom Notifications: Send automatic email alerts to your team or vendors.
• Fraud Protection: Automatically cancel high-risk orders identified by Shopify’s fraud analysis.

Step 2: Installing and Accessing Order Automator

1. Navigate to the Shopify App Store and search for “Order Automator.”
2. Click “Add app” and install it on your store.
3. Once installed, you can find it in your Shopify Admin under “Apps.” Open it to begin setting up your automations.

Step 3: Automatically Tagging Orders (The VIP Example)

Let’s solve a common problem: automatically identifying big spenders.

Use Case: You want to add a “VIP” tag to any customer who places an order over $1500, so your customer success team can provide them with white-glove service.

Here’s how to set it up:

1. In the Order Automator dashboard, go to Auto Tag & Notifications.
2. Click on the Tag Orders tab.
3. Scroll down and click Create New Tag Rule.
4. Set your condition:
   • Field: Select Product Price.
   • Operator: Choose Greater Than.
   • Value: Enter 1500.
5. Set your action:
   • In the “Then” field, enter the tag name, e.g., VIP.
6. Click Activate Tag Rule.

Now, anytime a customer buys a product (or a combination of products) totaling more than $1500, their order will automatically be tagged with “VIP.” You can create similar rules for discount codes, product vendors, or shipping countries.

Step 4: Automatically Tagging Customers

Beyond orders, you can also tag the customers themselves for long-term segmentation.

Use Case: Tag every customer who ships to the European Union with an “EU” tag for marketing or support purposes.

1. Stay in the Auto Tag & Notifications section.
2. Click on the Tag Customers tab.
3. Click Create New Tag Rule.
4. Set your condition:
   • Field: Select Shipping Country.
   • Operator: Choose Is Equal To.
   • Value: Select the appropriate EU country, or use Shipping Region for a broader rule.
5. Set your action:
   • Add the tag EU.
6. Click Activate Tag Rule.

Step 5: Setting Up Custom Email Notifications

Automations can also trigger communications to your team, removing the need for you to manually send emails.

Use Case: Whenever an order uses a specific wholesale discount code, you want to instantly notify your fulfillment vendor.

1. In your Tag Orders rule list, find the rule you want to add a notification to (e.g., the discount code rule).
2. Click the notification icon (or edit/pencil icon) on that rule.
3. Toggle on Send a custom email notification.
4. Enter the email address of your vendor or team.
5. Customize the subject and message as needed.
6. Save the rule.

Now, the tagging and the notification happen simultaneously, fully automating the workflow.

Step 6: Automating Order Fulfillment

One of the most powerful features is auto-fulfillment, which can ship orders without you lifting a finger.

Use Case: Automatically fulfill any order that has the tag “Send to Mailout.”

1. In the Order Automator dashboard, navigate to Auto Fulfill.
2. Click Create Fulfillment Rule.
3. Set your condition:
   • Field: Select Order Tag.
   • Operator: Choose Is Equal To.
   • Value: Enter Send to Mailout.
4. Set your action:
   • Choose Fulfill Item.
   • Select the relevant fulfillment location (e.g., your main warehouse).
5. Click to activate the rule.

The app will now automatically mark any order with the “Send to Mailout” tag as fulfilled.

Step 7: Exploring Advanced Features

Order Automator doesn’t stop there. To fully leverage its power, explore:

• Fraud Guard: Under this tab, you can set rules to automatically cancel orders marked as “High Risk” by Shopify, protecting your store from fraud.
• Batch Processing: Need to backdate your automations? Use this feature to process old orders and customers in bulk based on your new rules.
• Tracking & Amazon MCF: The app also offers advanced tracking features and integration with Amazon Multi-Channel Fulfillment (MCF).

Conclusion:

By following this step-by-step guide, you can systematically eliminate the repetitive tasks that are holding your Shopify store back. Order Automator acts as a dedicated automation manager, working 24/7 to make your operations smoother, faster, and more reliable.