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Customer auto tagging

Estimated reading time: 1 min

We created this article for the purpose of showing you how to add the form data to the tag field of Customer data. Simply, this function allows you to automatically add tag to Shopify customer detail after the form is submitted.

The tag can be a fixed tag or it is varied by the submitted data.

 

Firstly, please make sure the form data is connect with Shopify customer data. Learn more

Step to manage

  1. From admin app, click Forms > open a form you want to display
  2. Click Settings > Integration Shopify > tick checkbox Create Shopify customer
  3. Optional: Tick on checkbox Overwrite customer’s existing tags and notes. Learn more
  4. Assign tags[] attribute for specific field(s) that you want to display in the Shopify customer note
  5. Click Save to update the change
  6. Check out the result at the Shopify customer data

 

Another way to add customer tag automatically is to use hidden field. Learn more

If you do encounter any difficulty while proceeding with these steps, don’t show any hesitation to contact us promptly via the email address apps@globosoftware.net

 

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