How to Automatically Tag Orders Using a Discount Code

Manually sifting through orders to identify those that used a discount code is a tedious, error-prone task that eats into valuable staff time. Without accurate segmentation, you risk sending untargeted follow-up emails, making it harder to analyze promo effectiveness, or wasting budget on broad campaigns instead of focusing on high-value segments. This lack of clarity hinders profitability analysis and strategic decision-making.

This Flow eliminates manual effort by automatically tagging orders in real-time. When an 'Order created', the Flow immediately 'checks if a discount code was applied'. If true, it instantly 'adds a custom tag' like 'Discounted' to that order, ensuring your data is always clean and ready for analysis.

• Analyzing the true ROI of your discount campaigns.
• Segmenting customers who frequently buy on sale for re-engagement or loyalty programs.
• Streamlining financial reporting to differentiate between full-price and discounted sales.

1. 1

   1. Select the 'Order created' trigger.

2. 2

   2. Add a 'Condition' block and choose 'Check discount code'.

3. 3

   3. Configure the condition to check if 'Discount codes were used'.

4. 4

   4. Add an 'Action' block and select 'Add order tags'.

5. 5

   5. Enter your desired tag, for example, 'Discounted' or 'Promo_Used'.

Can I tag orders based on a specific discount code, not just any discount?

Yes, modify the 'Check discount code' condition to specify a particular code's name or a list of codes to apply more granular tags instead of a generic 'Discounted' tag.

How can I use these tags for email marketing?

Once orders are tagged, you can easily create customer segments in your email platform (like Klaviyo) based on whether they've placed a 'Discounted' order, enabling highly targeted campaigns for upsells or win-backs.

What if a customer uses multiple discount codes?

This Flow will trigger and apply the tag as long as at least one discount code was applied to the order, regardless of how many were used by the customer.

Does this Flow affect inventory or order processing?

No, adding a tag is purely for organizational and segmentation purposes; it has no direct impact on inventory levels, fulfillment steps, or payment processing.

• Shopify Flow

  Native Shopify automation builder.

• Klaviyo

  Email and SMS lifecycle automation.

• Tag & Prioritize High-Value Orders Automatically with Flow

  Automatically identify and tag orders above a custom threshold, enabling your team to prioritize high-revenue customers for expedited processing and support.

• Automate Repeat Customer Tagging for Smarter Segmentation

  Automatically identify and tag loyal shoppers after their second purchase, streamlining segmentation for personalized marketing and service.

• Automate Order Tagging by Specific Product or SKU

  Instantly tag orders containing a specific product or product type, empowering faster fulfillment, targeted support, and precise marketing segmentation.