Tag a Shopify order for follow-up
Tags are the labels that let you find a group of orders again later. A tag marks an order as wholesale, a gift, or needing review, and the tag is searchable and filterable. This tutorial tags the fourteen orders reviewed this morning, starting with six wholesale orders.
Written · Shopify admin, desktop steps · 5 minutes read
The worked example
| Orders reviewed | 14 |
| Tagged wholesale | 6 |
| Tagged gift | 5 |
| Tagged reviewed | 3 |
| Untagged | 0 |
Download the tag batch: tag-batch.csv (473 bytes).
The fourteen orders and the tag put on each. The rows count 6 wholesale, 5 gift, and 3 reviewed, for 14 in total.
1Open the first order
From your Shopify admin, go to Orders and click order 1041. Tags help you categorize and organize your orders based on custom terms, so pick the terms before you start tagging: wholesale, gift, and reviewed.
2Add the wholesale tag
In the Tags section, enter the tag name wholesale. To add new tags, enter the tag names separated by a comma, for example urgent, reviewed, wholesale. Press enter to apply the tag. The tag shows on the order at once.
3Tag the other five wholesale orders
Open orders 1042, 1043, 1044, 1045, and 1046, and add the wholesale tag to each. Six orders now carry the wholesale tag. You can also bulk-edit order tags from the Orders page, which is faster when the list is long.
4Tag the five gift orders
Open orders 1047 to 1051 and add the gift tag to each. A gift tag marks the orders that need a gift message or gift wrap before they ship. Five orders now carry the gift tag.
5Tag the three reviewed orders and save the view
Open orders 1052, 1053, and 1054 and add the reviewed tag to each. Then filter your orders by the wholesale tag and save the results in an order view, so the wholesale list is one click away tomorrow. Three orders now carry the reviewed tag, and all fourteen orders are tagged.
The arithmetic
| Group | Orders | Share of reviewed |
|---|---|---|
| Wholesale | 6 | 6 of 14 |
| Gift | 5 | 5 of 14 |
| Reviewed | 3 | 3 of 14 |
| Total reviewed | 14 | 14 of 14 |
The three groups add to 14: 6 plus 5 plus 3 is 14, and no order is left untagged.
Held at the counter
Tags are not notes. A tag is a short label for finding a group again, not a place for a message. A tag that reads like a sentence is hard to search and hard to filter. Keep tags to one or two words, and put the detail in a note or a timeline comment.
A typo creates a second tag. Tags are entered as text, so wholesale and wholesales are two different tags. A mistyped tag splits your group in two, and the filter finds only half of it. Pick tags from the existing list with the pencil icon when you can.
Bulk edits need a check after. You can bulk-edit order tags from the Orders page, which is fast. It is also easy to tag the wrong selection. After a bulk edit, filter by the tag and count the orders before you move on.
Sources
- Viewing and managing order details — Shopify's help pages: the order timeline, notes and comments, tags, and searching for an order by number, name, or email.