Skip to main content

How do I tag orders that customers edited after checkout?

Turn on Tag edited orders so every order a customer changes with Tacey gets a Shopify tag you can filter on or use in Shopify Flow.

Written by Joseph Odera

Turn on Add a tag when a customer edits their order and choose a tag. From then on, every order a customer changes through Tacey gets that tag in Shopify, so you can find edited orders in your order list, or route them with a Shopify Flow.

Where to find it

Editing Tools → Global settings → Tag edited orders.

How to set it up

  1. Open Editing Tools and choose the Global settings tab.

  2. In Tag edited orders, switch on Add a tag when a customer edits their order.

  3. Under Tag to add, click Choose or create a tag.

  4. Pick one of your existing order tags, or type a new one and choose Use "your-tag".

  5. Click Save.

It is off by default.

You can pick a tag you already use elsewhere, for example one your warehouse or a Shopify Flow already reacts to, or create a new one such as `customer-edited`.

The switch cannot be saved on without a tag. If you turn it on and leave the tag empty, the save fails rather than quietly saving a switch that does nothing.

When the tag is added

The tag is added right after a customer's change saves successfully to the order. It is added alongside the order's other tags: Tacey never replaces or removes the tags already there.

It is not added when:

  • The change was refused or failed. Nothing changed, so there is nothing to mark.

  • The customer was shown an address warning and chose to keep the address they had. The order was not changed.

Ideas for using it

  • Filter your orders. In Shopify, filter the order list by the tag to see every order a customer changed.

  • Check before packing. Ask your team to glance at tagged orders before fulfilling.

  • Automate with Shopify Flow. Start a Flow when the tag is added, for example to notify a channel, add a note for your warehouse or move the order into a review queue.

What this does NOT do

  • It does not tag orders you edit yourself in Shopify. Only changes made by the customer through Tacey.

  • It does not remove the tag later. Once added it stays, even if the edit window closes or the order ships.

  • It does not add a different tag per tool. One tag for every kind of change. To see exactly what changed, open the order's ledger in Tacey.

  • It does not block anything. To stop customers editing certain orders, use Blocked order tags.

Frequently asked

Will the tag show up instantly?

Usually within a few seconds of the customer's change. If Shopify is briefly unavailable, the change itself is still saved and recorded in the ledger; only the tag is skipped.

Can I use the same tag here and in Blocked order tags?

Technically yes, but then a customer's first change would block every change after it. If that is what you want, a cleaner way is to set Maximum edits per order to 1.

Related

Did this answer your question?