Smart Tagger - Tag Automation
This feature allows you to automatically tag Orders, Customers, and Products based on specific conditions.
Trigger Types
Event-based (Real-time)
Rules are triggered instantly when events occur:
- Order Created / Updated
- Customer Created / Updated
- Product Created / Updated
Scheduled (Time-based)
Rules run on a schedule to process existing data:
- Hourly – Every hour
- Daily – Once per day
- Weekly – Once per week
💡 Use Scheduled rules for: Re-engagement campaigns, dormant customer tagging, inventory monitoring.
How to create a new rule:
- Go to the Smart Tags menu > Click Create Rule.
- Trigger Type: Choose Event (real-time) or Schedule (time-based).
- AI Magic Generator: Type a description in English (e.g., "Tag orders over $500 as VIP"), and the AI will auto-fill the configuration.
- Manual Setup:
- Rule Name: Enter a memorable name.
- Resource: Choose Orders, Customers, or Products.
- Conditions: Select a data field and a comparison operator.
- Logic: Select "All rules pass" (AND) or "Any rule passes" (OR).
- Tags: Enter the tags to be applied (e.g.,
VIP,High-Value).
- Advanced Settings:
- Reset on Mismatch: If enabled, the system will REMOVE the tag if the resource no longer meets the conditions.
- Click Save.
Available Conditions by Resource
Orders
| Field | Description |
|---|---|
| Total Price | Order total amount |
| Subtotal Price | Order subtotal (before shipping/tax) |
| Gateway / Payment Method | Payment gateway used (PayPal, Shopify Payments, etc.) |
| Financial Status | Payment status (paid, pending, refunded) |
| Currency | Order currency code (USD, EUR, etc.) |
| Total Weight | Combined weight of all items |
| Shipping Method | Selected shipping service name |
| Shipping City | Customer's shipping city |
| Shipping Country | Country code (US, CA, VN, etc.) |
| Shipping Province/State | State/province code |
| Shipping Zip | Postal/ZIP code |
| Source Name | Order source (web, pos, mobile, etc.) |
| Discount Code | Applied discount code |
| Landing Site | First page visited before checkout |
| Referring Site | External referrer URL |
| Line Item SKU | SKU of any line item |
| Line Item Vendor | Vendor of any line item |
| Line Item Name | Product name of any line item |
| Line Item Quantity | Quantity of any line item |
| Customer Order Count | Customer's total order count |
| Customer's email address | |
| Tags | Existing tags on the order |
| Created At ⏰ | Order creation date (scheduled only) |
| Updated At ⏰ | Order last update date (scheduled only) |
Customers
| Field | Description |
|---|---|
| Total Spent | Lifetime spending amount |
| Orders Count | Number of orders placed |
| Account State | Customer state (enabled, disabled, invited) |
| Verified Email | Whether email is verified (true/false) |
| Accepts Marketing | Marketing consent (true/false) |
| Country | Customer's country code |
| State/Province | Customer's state/province |
| Customer's email address | |
| Tags | Existing tags on the customer |
| Created At ⏰ | Account creation date (scheduled only) |
| Updated At ⏰ | Account last update date (scheduled only) |
| Last Order Date ⏰ | Date of most recent order (scheduled only) |
| Days Since Last Order ⏰ | Days elapsed since last order (scheduled only) |
Products
| Field | Description |
|---|---|
| Title | Product title |
| Product Type | Product type category |
| Vendor | Product vendor/brand |
| Tags | Existing product tags |
| Price | First variant's price |
| Inventory Quantity | First variant's stock level |
| Status | Product status (active, draft, archived) |
| Created At ⏰ | Product creation date (scheduled only) |
| Updated At ⏰ | Product last update date (scheduled only) |
⏰ Fields marked with clock icon are only available for Scheduled rules.
Time-based Operators (Scheduled Rules Only)
| Operator | Example | Description |
|---|---|---|
older_than_days | 30 | Resource was created/updated more than X days ago |
newer_than_days | 7 | Resource was created/updated within the last X days |
in_last_x_days | 14 | Date field falls within the last X days |
Rule Library & Templates
The Library tab provides pre-built templates for common use cases:
How to use templates:
- Click the Library tab on the Smart Tagger page.
- Browse available templates by category.
- Click Import on the template you want.
- Review and customize the imported rule.
- Click Save to activate.
Popular templates include:
- VIP Customer Tagging
- High-Risk Order Alerts
- Low Stock Warnings
- International Shipping Labels
- Seasonal Sale Tags
- Dormant Customer Re-engagement
💡 Tip: After importing a template, you can modify the conditions and tags to match your specific needs.
Export & Import Rules
Export Rules
- Click the Export button on the Smart Tagger page.
- A JSON file containing all your rules will be downloaded.
- Use this for backup or to transfer rules between stores.
Import Rules
- Click the Import button.
- Select a JSON file containing rules.
- Imported rules are disabled by default – review and enable them manually.
Use Cases
Customer Segmentation & Engagement
Problem: You want to identify high-spending customers to send special discount codes or provide VIP care.
Solution (Event-based):
- Setup: Create a rule for Customers.
- Condition:
Total Spent>500. - Action: Apply tags
VIPandGold-Member.
Re-engage Dormant Customers
Problem: Customers who haven't ordered in 90 days should receive a win-back campaign.
Solution (Scheduled):
- Trigger Type: Schedule (Daily)
- Resource: Customers
- Condition:
Days Since Last Order>90. - Action: Apply tag
Dormant-90Days. - Benefit: Use this tag to trigger email flows in Klaviyo/Mailchimp.
High-Risk & International Order Alerts
Problem: International orders require different packing procedures.
Solution:
- Condition:
Shipping Country Codeis notUS. - Action: Apply tag
International-Shipping.
Tag Orders by Marketing Channel
Problem: You want to track which sales come from ads vs organic.
Solution:
- Condition 1:
Referring Sitecontainsfacebook.com→ Tag:FB-Ads - Condition 2:
Discount CodeequalsSUMMER10→ Tag:Summer-Campaign
Low Stock Alerts
Problem: Automatically identify products running low on inventory.
Solution:
- Resource: Products
- Condition:
Inventory Quantity<10. - Action: Apply tag
Low-Stock.
FAQs
Why didn't my Smart Tag rule apply to an old order? Event-based rules only trigger on new events (Order Created/Updated). To tag old orders, either use Scheduled rules or the Bulk Operations tool.
What does "Reset on Mismatch" mean? If enabled, the system will actively remove the tag when the resource no longer meets the conditions (e.g., if an order is refunded and drops below the VIP threshold).
How does the "AI Magic Generator" work? The AI uses Google Gemini to translate your natural language description into a structured rule configuration. Always review before saving.
How quickly are rules applied after an order is placed? Event-based rules are processed within seconds via webhooks. Check the Activity Log for exact timing.
When do Scheduled rules run? Scheduled rules run based on the interval you set (hourly/daily/weekly). The next run time is shown in the rule details.
Can I have multiple rules that add the same tag? Yes, but be aware of rule priority. Higher-priority rules are processed first, and their decisions cannot be overridden by lower-priority rules.
What's the difference between "All rules pass" and "Any rule passes"?
- All rules pass (AND): ALL conditions must be true.
- Any rule passes (OR): At least ONE condition must be true.