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How to Shopify Add Tag Registration Customer Automatically During Signup

November 21, 2024 No comments yet
shopify add tag registration customer automatically

Running a Shopify store is no walk in the park. Between managing customers, processing orders, and juggling marketing campaigns, it’s easy to feel overwhelmed. That’s where Shopify tags step in as your secret weapon. These tiny but mighty labels help you organize your store’s workflows, segment customers, and streamline marketing.

Learning how to Shopify add tag registration customer automatically can simplify this process, saving you countless hours and ensuring your store runs smoothly.

Why Shopify Tags Are Essential

Picture this: you’re launching a campaign and need to distinguish between wholesale buyers, VIP customers, and giveaway participants. Instead of combing through data and tagging each customer manually, Shopify tags can do the heavy lifting for you. They organize your customer base into meaningful segments, helping you personalize campaigns and improve workflows.

How to Automatically Add Tags to Customers in Shopify

Let’s look at the best ways to set up automated tagging for your Shopify customers.

Automatically Tagging Customers During Signup

When a new customer registers on your store, you can add specific tags automatically by tweaking your Shopify code. Here’s how:

  1. Go to Shopify Admin > Online Store > Themes > Edit Code.
  2. Open the customers/register.liquid file.

Insert this hidden input field:
html
Copy code
<input type=”hidden” name=”customer[tags]” value=”wholesale, newsletter”>

  1. Save the changes.

Now, every customer who signs up will automatically be tagged with wholesale and newsletter. If you’re managing a wholesale business or running a newsletter, this is a simple yet powerful solution. Automating these steps ensures you can Shopify add tag registration customer automatically without any manual effort.

Automating Tags with Samita Registration Forms

If you use Samita for customer registrations, you can easily automate tagging by setting up hidden fields or configuration settings:

Method 1: Adding Tags Through Settings

  • Navigate to App Admin Page > Registration Form and open the desired form.
  • Go to Settings > General.
  • Under Add tag when customer is approved, type your tag (e.g., wholesale).
  • Save the settings.

Method 2: Using Hidden Fields

  1. Open the registration form in App Admin Page.
  2. Add a Hidden Field under the Elements Tab.
  3. Set the Data Type to Fixed Value and assign the value wholesale.
  4. Link the hidden field to Shopify’s tags[] attribute under the Integration Settings.
  5. Save your work.

Once customers submit the form, their accounts will be created and tagged automatically. This approach simplifies how you Shopify add tag registration customer automatically and ensures better customer segmentation.

Tagging Campaign Subscribers with Gleam.io

If you’re running a contest or giveaway with Gleam.io, automating tags for participants can help you track engagement and results effortlessly.

  • Use Zapier or Gleam’s built-in integration to connect Shopify.
  • Set up a trigger for “New Gleam Subscriber.”
  • Assign an action to “Add Tags to Shopify Customer.”
  • Use tags like giveaway-participant or campaign2024.

This setup ensures that every subscriber is properly categorized, making it easy to analyze the impact of your campaigns. Need more details? Check out Gleam’s resource page.

Simplify Order Management with Order Tagger

Order management can become overwhelming, especially during peak sales seasons. Order Tagger helps automate tagging based on conditions like order value, shipping preferences, or product types.

Why It’s Awesome:

  • Tag High-Value Orders for purchases exceeding $500.
  • Label Express Shipping orders for faster processing.
  • Backdate tags for older orders to match your current workflows.

Unlock Additional Insights with Shopify and Google Search Console

If you’re already taking advantage of Shopify’s automation features, why not level up your game by integrating it with Google Search Console? Understanding your store’s search performance can be a game-changer. Learn more about how to optimize Shopify with Google Search Console in this detailed blog from AzLytics.

Combining Tags with Smart Analytics

Now that your tagging system is automated, what’s next? This is where AzLytics comes into play. By leveraging AI, AzLytics transforms your Shopify tags into actionable insights. Want to know which customer segments generate the most revenue? AzLytics has the answer. Need to optimize marketing strategies for a higher ROI? It’s got you covered.

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Benefits of Automating Shopify Tags

Still on the fence about automating tags? Here’s what you stand to gain:

Conclusion

Learning how to Shopify add tag registration customer automatically during signup is a must for streamlining your workflows and enhancing your store’s efficiency. Whether you use built-in Shopify features, apps like Samita and Order Tagger, or integrations like Gleam.io, automating tags makes a significant impact.

For those ready to take it a step further, AzLytics is your ultimate ally, offering insights that transform tagging into actionable strategies. Additionally, integrating Shopify with Google Search Console can help you optimize your search performance—check out our guide here for more.