Set up Auto-Tagging Rules

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Caution!

Your customer pricing tags and product pricing groups should be set-up before continuing with this guide.

Overview

With Custom Pricing Premium you can set up rules that will automatically apply a tag when certain conditions are met.

You can set up history-based auto-tagging rules using the number of orders made, or amount of money spent. This is based on that account's purchase history in your Shopify store.

New customers, with a customer account and no previous tags, will be auto-tagged once their account meets the conditions you have set up.

Rule Types

There are currently 3 types of auto-tagging rules:

  • By History: The amount you enter in the tag settings will be compared against the customer's total amount spent. If they meet or exceed that amount, their account will be tagged with the corresponding customer tag.
  • By Product: When a customer purchases the selected product, their account will be tagged. However, it's worth noting that they will not receive their discount on this order, if it is the first time they are purchasing the product. The tag is only added after the initial purchase is made.
  • By Country: The customer will be tagged based on the address they enter for their customer account.

Auto-tag rules can be ranked by priority. If the new tag ranks higher than the older one, the new one will replace the older tag. If the new tag ranks lower than the old tag, the new tag doesn't get applied.

To set up auto-tagging rules, please follow these steps.

  1. From Shopify's admin, select Apps.

    Select Apps on the left side of your Shopify admin

  2. Select Bold Custom Pricing (Wholesale & Quantity Breaks).

    Select Bold Custom Pricing (Wholesale & Quantity Breaks) from your list of apps

  3. Select Manage Tags.

    Select Manage Tags from the left side of your Custom Pricing admin

  4. Select the edit button beside your desired tag.

    Select the edit icon beside your desired tag on the right side of the Manage Tags screen

  5. Under the "Auto-Tagging Rules" column, select By History.

    Note: You can also select By Product or By Country for your auto-tagging rules.

    Select the box underneath the Auto-Tagging Rules column

  6. Select Modify.

    Select the Modify button below the above selection box

  7. Select the condition

    Note: You can set up history-based auto-tagging rules using the number of orders made, or amount of money spent.

    Select the condition type from the dropdown menu on the left side of the pop-up window

  8. Select is equal to, is less than or is greater than.

    Select Equal to, Greater to, or Less Than from the dropdown menu to the right of the above selection box

  9. Enter a Dollar amount or Order Amount.

    Enter a dollar or order amount in the text box to the right of the above selection box

  10. Select the plus symbol.

    Select the plus symbol on the right side of the pop-up window

  11. Repeat Steps 7 - 10 until all your conditions are satisfied for this tag.

    Repeat Steps 7 - 10 until all of your conditions are satisfied

  12. Select Done.

    Select Done in the bottom right corner of the pop-up window

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