Tag Claim Automations

Overview

Tag Claim automations add tags to return and warranty claims when your conditions are met. This helps you organize, filter, and manage claims. For example, you can tag warranty claims where the customer asked for a repair, then build a view around those claims.

For a full reference of triggers and tag management, see Tag a Claim Automation.

What you can expect

By setting up Tag Claim automations, you can:

• Categorize claims automatically based on claim type, reason, products, or customer responses
• Surface the claims your team needs to act on first
• Build views filtered by tag (for example, all repairs requested or replacements needed)
• Reduce manual tagging
• Keep claim organization consistent across your team

Features and functionality

Creating a Tag Claim automation

1. Create the rule Go to Settings > Automations and create a new rule. Under What would you like to do?, select Tag Claim.

2. Name the rule Give it a descriptive name (for example, Repair Warranties).

3. Choose when the rule runs Under At, select the trigger:

   • Claim Creation (most common)
   • Return Shipment Creation
   • Return Shipment Status Update
   • Warehouse RMA Event (when your ShipHero or Two Boxes integration creates or updates an RMA)

   The trigger determines which conditions are available. Changing it clears any conditions you’ve added.

4. Add conditions

   • Example: Claim Type is Warranty.
   • Example: Claim Custom Field Response is Name: Repair? / Response: Yes. Only Select and MultiSelect custom fields appear in this condition. A MultiSelect response only matches when the customer chose a single option. Use a Select field when you need to tag on the answer.

5. Apply tags Under Claim Tags, select one or more tags, or type a new name to create one. For instance, add Repair Requested.

6. Save the rule New claims that meet your conditions are tagged automatically.

Managing tags

• Tags are created and deleted under Settings > Tags on the Claim tab.
• You can also create a tag from inside the rule or from the Tags card on a claim.
• Use the Tag filter on the claims list to find tagged claims and save views.

Rule priority

At each trigger, only the highest-priority matching Tag Claim rule applies. If you need several tags in the same situation, put them in one rule.

Example use case

A customer submits a warranty claim and answers Repair to a custom field asking how they’d like the issue resolved. With a Tag Claim automation in place:

• The claim is tagged Repair Requested when it’s created
• A team view filtered by this tag shows all open repair claims
• Your team can manage repairs without tagging claims by hand

Implementation

Follow the steps above under Settings > Automations in Corso Admin.

FAQ

Can I add multiple tags with one rule? Yes. Select as many tags as you need under Claim Tags.

Do tags apply retroactively to past claims? No. Rules only tag claims when their trigger happens after the rule is enabled.

Can I edit or delete tags later? You can delete tags under Settings > Tags. Deleting a tag removes it from every claim and every Tag Claim rule. Tags can’t be renamed.

Can tags trigger other automations? Yes, at Claim Finalization. Rules that run when a claim is finalized can use the Claim Tags condition to check whether a claim has, or doesn’t have, a specific tag.