Auto-tagging Rules & Country-specific Pricing (Premium)

 Caution

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

Set up Auto-tagging Rules

To set up auto-tagging rules or country-specific pricing, please follow these steps.

  1. From within Custom Pricing, select Manage Tags.
  2. Select the ellipsis beside the tag you want to adjust, then select Edit.
  3. Under "Auto tag by", select By History or By Country.

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

  4. Select Modify.
  5. If you chose By History, continue with the steps below.
    1. Select the condition.
      Note: You can set up history-based auto-tagging rules using the number of orders made, or amount of money spent.
    2. Select is equal to, is less than or is greater than.
    3. Enter a Dollar amount, or Order amount.
    4. Select the plus symbol and repeat Steps 1-4 until all your conditions are satisfied for this tag.
    5. Select Done.
    6. Select the Checkmark to save the changes.
  6. If you chose By Country, continue with the steps below.
    1. Select Billing Address or Shipping Address.

      Note: The app will use whichever one of these addresses that you choose to decide what auto-tagging rules will apply to your customer's account.

    2. Select a country.
    3. Select the plus symbol beside your selected country and repeat Steps 1-4 until your desired country list is selected.
    4. Select Done.
    5. Select the Checkmark to save the changes.

 


 

Set up Auto-tagging Emails

To create an automated email for your customer tags, please follow these steps:

  1. From within your Custom Pricing app, select SettingsEmail.
  2. Under Tags, select your desired tag.
  3. Select the checkbox next to Check if you want an email to be sent.
  4. Enter an email in the From Email box.

    Note: This is the email that customers will see when they receive something from you.

    Fill in the from email

  5. Fill in the Email Subject.
  6. Select File, then New document.
  7. Fill in the body of the email template with the content you would like to send to your customers.
  8. Select Save.
  9. Repeat Steps 2 - 8 for all other tags. 
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