Custom Rules: Custom Customer Rule

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

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

In this article

Click Add new rule > Custom Customer Rule...
Specify a name and description to identify the rule later.
Specify the rule definition for your custom customer rule.
1. Specify which customers 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.
Optional: Consider specifying a prefix to be added to the start of the tag label. Learn more about Prefix options.
Check Enable Rule.
Make use of the preview to ensure that the tag gets applied as expected.
Click Save.

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

Option	Description	Default	Required?
Name	Give a name to easily identify this custom customer 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 customers 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

The following table shows the options available for Rule Definitions:

Option	Description	Default	Required?
Filter (For all or any customers)	Set to all to disable the filter and apply to all customers. Set to any to enable the filter and only apply to selected customers. Learn more about the filter option.	all	Yes
Condition Mode (If customer matches any or all of the following conditions)	Set to any to match a customer if at least one of the specified condition is true. Set to all to match a customer only if all of the specified conditions is true.	any	Yes
Conditions	Define the condition(s) that a customer must satisfy in order to be tagged, using any customer fields. If there are no condition expressions, it will match all customer. 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 customer 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 customer if it matches the above filter and conditions. For example, specifying "State" field will tag the customer with "disabled", "invited", "enabled", etc.	Empty	No