The Auto Tags plugin allows you to automate the process of applying and removing tags to customers, orders, and products. By setting up custom rules, you can ensure that tags are automatically managed based on predefined criteria, saving you time and reducing manual work. This guide walks you through how to create an Auto Tags ruleset.
Getting Started
Installing the Plugin
- Go to Plugins.
- Click on See All Plugins at the top right of the page.
- Find Auto Tags.
Creating an Auto Tags Ruleset
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Add a New Ruleset
At the top of the page, you’ll find the option to create a new ruleset. Follow these steps:-
Name the Ruleset
Give your ruleset a meaningful name, so you can easily identify it later. For example, "Apple Products Group" or "New Orders Tag." -
Select Type
Choose whether the rule applies to Customer, Order, or Product.- If you select "Customer," the rule will apply tags based on customer-related criteria.
- If you select "Order," it will apply to order conditions.
- For "Product," it will trigger tag actions based on product details.
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Choose a Trigger Event
Set the event that will trigger the rule:- Create: The rule triggers when an entity (customer, order, or product) is created.
- Update: The rule triggers when an entity is updated.
- Any: The rule applies on either creation or update of the entity.
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Defining Rules
In the Rules section, you’ll define the specific conditions that will trigger the tag actions:
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WHERE: Select the field to base your rule on. For example, if you're working with products, it might be "Brand Name."
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Condition: Define the comparison. Common options include:
- equal to
- greater than
- less than
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Value: Enter or select the value for the condition. For example, if you want to tag Apple Products, you would enter "Apple" in the value field.
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Add Multiple Conditions:
Use the AND / OR buttons to add more conditions and refine the ruleset logic. This allows you to create complex rules with multiple criteria.
Setting Tag Actions
Once your rules are set, you need to define the actions that should be taken when the rule is triggered.
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Apply Tags
In the Apply field, select or enter the tag(s) that should be automatically applied when the ruleset is triggered. -
Remove Tags
If there are any tags that should be removed based on the rules, enter them in the Remove field. For example, you might remove a "New Order" tag once a the order is moved to "Processing".
Validation & Testing
Before saving the ruleset, you can run a validation test to ensure that your conditions and actions are configured correctly.
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Run Validation Test: Click on the "Run Validation Test" button to simulate the ruleset. This will allow you to see if the rules trigger the correct actions before putting them into use.
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Review Results: Once the test is complete, review the results to verify that the tags are being applied and removed as expected.
Resetting a Ruleset
If you need to start over or discard changes, you can hit the Reset button, which will clear all settings and return the form to its default state.
Saving a Ruleset
Click on "Save Ruleset" to activate the automation. You will be redirected to the ruleset screen that will show you the logic, logs and if you wish, you will be able to apply the tags to existing information. Simply click on "Force Apply Automation".
