Custom Rules: Custom Order Rule

Custom Order Rule allows you to automatically tag your order in your Shopify store based on any order fields.

If the order gets updated and the order fields was changed, the tag will be removed if the rule no longer apply to the order.


In this article


Create new Custom Order Rule

  1. Click Add new rule > Custom Order Rule...
  2. Specify a name and description to identify the rule later.
  3. Specify the rule definition for your custom order rule.
    1. Specify which orders you want to tag or skip by using the filter and/or conditions.
    2. Specify the labels and/or fields that you want to use as tags.
      Learn more about Rule Definitions.
  4. Optional: Consider specifying a prefix to be added to the start of the tag label. Learn more about Prefix options.
  5. Check Enable Rule.
  6. Make use of the preview to ensure that the tag gets applied as expected.
  7. Click Save.


Custom Order Rule options

The following table shows the options available for Custom Order Rule:

Option Description Default Required?
Name Give a name to easily identify this custom order rule.
Leaving the name blank will create an auto-generated name.
Empty No
Description Give a description to remember this custom rule.
Leaving the name blank will create an auto-generated name.
Empty No
Rule Definition Define the rule by letting Smart Tags know:
  • which orders you want to tag and not to tag by using the Filter and creating Conditions
  • what you want to use as tags
See Rule Definition options section for more details.

Prefix Prepend each tag with the prefix.
Leave blank if you don't want the tag to be prefixed with anything.

Learn more about the prefix option.
Empty No

Rule Definition options

The following table shows the options available for Rule Definitions:

Option Description Default Required?
Filter

(For all or any orders)
  • Set to all to disable the filter and apply to all orders.
  • Set to any to enable the filter and only apply to selected orders.
Learn more about the filter option.
all
Yes
Condition Mode

(If order matches any or all of the following conditions)
  • Set to any to match a order if at least one of the specified condition is true.
  • Set to all to match a order only if all of the specified conditions is true.
any Yes
Conditions Define the condition(s) that a order must satisfy in order to be tagged, using any order fields. If there are no condition expressions, it will match all orders.

Click on Add condition to add a new condition expression to the rule definition.

Learn more about Condition Expressions.
Tag Labels Tags that you want to label the order if it matches the above filter and conditions. Empty No
Field Names The values of the fields that will be used as tags to label the order if it matches the above filter and conditions.

For example, specifying "Fulfillment Status" field will tag the order with "pending", "authorized", "paid", etc.
Empty No

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