Maybe you want to make a note for yourself that they’re a wholesale customer, or that they bought an item from a particular collection. You can use tags to give customers a discount or to help identify them in a specific way.
Whatever your motivation, tags will help keep your customer lists organized and easier to manage. This post will show you how to add tags as you please.
A word of warning before we jump in:
What I outline below will add this tag for all customers, so be careful with it, but you can also adapt it depending on what you need.
To start tagging your customers:
1. Go to Admin > Themes > Edit HTML/CSS > register.liquid under Templates. This is where your signup form lives:
2. Find the code {% endform %}. This is at the end of your signup form. The code you’ll see below needs to go BEFORE that endform tag in order to work.
As long as it comes before the endform tag, it can go anywhere in the code (not in the middle of another string, just wherever there is a clear space). Just paste it in, then load the form and make sure it still looks neat, moving it around if required.
3. Add this code, anywhere before {% endform %}. Note that customers won’t see this, so you can make your tag name as specific as you like:
<input type="hidden" id="customer_tags" name="customer[tags]" value="some-tag"/>
(Of course, change some-tag to the tag of your choosing.)
4. Test the form yourself — go to yourstore.myshopify.com/register and sign up with your own email address. Then go to Admin > Customers, find yourself, and make sure you have that tag against your name like this:
Once all that is done, customers will have that tag attached to their account when they sign up.
Here are some examples of how you can use this:
- Want to give 10% off to anyone who signs up? Tag them with “Member” and use a Wholesale Shopify App to grant them a discount.
- Want to have all NEW customers tagged into a certain customer group? You could use this method by adding it on a certain date, then removing it. E.g. if you add this code on January 1st, and remove it on January 31st, you could use a tag to specify those customers who signed up during this period.
- There are many other scenarios in which it could be used – if you have an idea but don’t know if it will work, let me know in the comments.
Thank you again for following our Shopify Insider Blog @ Blackbelt Commerce, we have many other valuable and informative posts that you will help you to continue to optimize your website such as More Sales and Happier Customers, how to costumize a theme for your shopify store, the beneit of multichannel thinking, from the shopify experts, and PayPal On Shopify.
Have a question about this process? Happy to answer in the comments.