Hub/Order Management/Order Tagging Automation Rules
Task IntentOrder Management

Order Tagging Automation Rules

Create automated rules that tag orders based on value, product type, location, and customer segment.

What This Sidekick Query Does

Create automated rules that tag orders based on value, product type, location, and customer segment.

Prompts

Copy, adapt, and run this directly in Shopify Sidekick.

I want to set up automated order tagging rules in my Shopify store to organize orders efficiently. Here are the details:

Store name: [YOUR STORE NAME]
High-value order threshold: [DOLLAR AMOUNT, e.g., $150]
Product categories: [LIST YOUR MAIN CATEGORIES, e.g., Clothing, Accessories, Gift Cards]
Shipping zones: [LIST KEY ZONES, e.g., Domestic, International, Local Pickup]
VIP customer criteria: [e.g., more than 5 orders, or lifetime spend over $500]

Please create automation rules for the following tagging scenarios:


  Tag orders over [DOLLAR AMOUNT] as “High-Value” automatically when placed.
  Tag orders containing products from specific collections, for example “Contains-Gift-Card” or “Contains-Fragile.”
  Tag international orders as “International-Shipping” and domestic orders as “Domestic-Shipping.”
  Tag orders from repeat customers (3 or more previous orders) as “Returning-Customer.”
  Tag orders that include a discount code as “Discount-Used” and include the code name.
  Tag orders placed during specific promotional periods as “Holiday-Sale” or “[CAMPAIGN NAME].”
  Tag orders with expedited shipping as “Rush-Order.”
  Tag orders from VIP customers based on my criteria above.
  Tag orders that contain only digital products as “Digital-Only” for different fulfillment handling.
  Tag first-time customer orders as “New-Customer” for follow-up marketing.
  Set up these automations using Shopify Flow with clear trigger, condition, and action steps.
  Provide a naming convention document for order tags so the whole team uses consistent labels.

Expected Output

Create automated rules that tag orders based on value, product type, location, and customer segment.

Tips to Improve Results

Copy the prompt above
Open Shopify Sidekick in your Shopify admin
Paste the prompt and replace the bracketed placeholders with your details
Review Sidekick's response and apply the suggestions