Set up Autotag Rules (Premium Feature)

With Customer Specific Pricing Premium you can set up rules that will automatically apply a tag when certain conditions are met.  You can set up auto-tag rules based on the number of orders made or amount of money spent (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 when the conditions you set up have been met.

To set up auto-tag rules, follow these steps.

  1. Create a Customer Pricing Tag.
  2. Apply a Customer Pricing Tag to Products.
  3. From "Shopify Admin", select Apps.

    Select Apps

  4. Select Customer Pricing (Wholesale & VIP Pricing).

    Select Customer Pricing (Wholesale & VIP Pricing)

  5. Select Manage Tags.

    Manage Tags

  6. Next to the tag, under "Auto Tagging Rules", select By History.

    select by history

  7. Select Modify.

    select modify

  8. Select Money Spent or Number of orders.

    select method to auto tag

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

    select qualifier

  10. Enter a Dollar amount or Order Amount.

    Note: To enter another filter, select +. Repeat steps 6 - 10 until all filters for that tag have been entered.

    enter amount

  11. Select Done

    select done

That's it!

Note: Your Auto-tag has been added. You can select Modify again if you would like to confirm it was added successfully.

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