Auto-tags

Auto-tags turn profile answers into customer tags, so you can use them anywhere Shopify uses tags: customer segments, discounts, Shopify Flow, and other apps. For example, tag everyone who answers "Wholesale" to "Business type" with wholesale, or everyone who answers "Yes" to "Newsletter" with newsletter. Auto-tags are on the Pro plan.

Add a rule

1. In Customer Profiles, click Automations
2. Under Auto-tags, choose the Field
3. Set When the answer is:
   • For dropdown and choices fields, pick one of the field's choices, or Any answer. A choices field matches when the customer picked that choice, alone or with others.
   • For yes/no fields, pick Yes, No or Any answer
   • For other fields, type the answer to match, or leave it empty to tag every customer who answers the field. Matching ignores upper and lower case.
4. In Add the tag, enter the tag, up to 40 characters
5. Click Add rule

Your rules are listed under the form with their Tag and When. Customers who already match get the tag within the hour.

When tags are added and removed

• A customer whose answer matches a rule gets the rule's tag
• When the answer stops matching, for example the customer changes it or clears it, the tag is taken off again
• When you click Remove rule and confirm, its tag comes off the customers the rule tagged, within the hour
• Tags you add by hand are never removed, including a tag a customer already had before a rule matched them

If you remove a rule's tag from a customer by hand, the app doesn't add it back.

For how quickly tags follow a change, see When automations run.

On the Free plan

The Automations page shows an "Automations are on the Pro plan" banner with a See plans button, and the rules form is locked. Upgrade to Pro to add rules.