Tag Order Automation

Overview

The Tag Order automation adds tags to Shopify orders connected to a claim. You can tag the original order when a claim is created or finalized, or tag the replacement order created to resolve the claim. Tags can be based on claim details, customer information, product attributes, or order data, giving you more visibility in Shopify for reporting, tracking, and post-purchase workflows.

What you can expect

With order tagging, you can:

• Tag the original Shopify order as soon as a claim is created.
• Tag the original order or the replacement order when a claim is finalized.
• Base tagging on conditions like claim type, resolution method, reason, product, or customer details.
• Add the claim reason to the order as a tag.
• Support downstream workflows in Shopify or other apps that rely on tags.

Features and functionality

Rule setup

1. Go to Settings > Automations and create a new rule.
2. Under What would you like to do?, select Tag Order.
3. Name your rule (for example, “High Value Claims”).
4. Under At, choose when the rule runs:
   • Claim Creation: When the claim is submitted.
   • Claim Finalization: When the claim is finalized.
5. Add conditions such as:
   • Claim Type (Return or Warranty).
   • Resolution Method (for example, to tag only exchanges).
   • Claim Total Value (for example, greater than $100).
   • Product, order, or customer details.
6. Under Which order would you like to tag?, choose the order.
7. Under Order Tags, choose or type the tags to apply.

Choosing which order to tag

• Original Order: The order the claim was created from. Available at both triggers.
• Replacement Order (Replacement, Exchange or Gift Card): The new order created to resolve the claim. Only available at Claim Finalization, because the replacement order doesn’t exist until then. If the claim has no replacement order, nothing is tagged. If a claim has more than one replacement order, only the first one is tagged.

Tag with Reason

When Tag with Reason is on, the order is also tagged with the reason the customer selected for each item on the claim (for example, “Too Small” or “Damaged”). The reason detail isn’t added.

Rule priority

• At Claim Creation, only one Tag Order rule applies: the highest-priority rule whose conditions match.
• At Claim Finalization, every matching Tag Order rule applies.

If you need several tags on the order when a claim is created, add them all to one rule. See rule priority.

The default return tag rule

Most stores start with a Tag Order rule named Tag Order in Shopify when a Return is Created. It tags the original order with CREW-RETURN at Claim Creation when the claim type is Return. You can edit, disable, or reorder it like any other rule. Only one Tag Order rule applies at Claim Creation. If your rule is placed above the default rule and matches, the CREW-RETURN tag isn’t added. To keep both, add your tags to the default rule.

Example scenario

• Trigger: Claim Finalization.
• Condition: Resolution Method is Exchange.
• Order: Replacement Order (Replacement, Exchange or Gift Card).
• Tag: Exchange Order.
• Result: Every exchange order created by Corso is tagged in Shopify, so your fulfillment team can find it.

Shopify order view

• Tags appear on the order in Shopify like any other order tag.
• Tags stay on the order after the claim is closed.

Implementation

1. Go to Settings > Automations and create a Tag Order rule.
2. Give it a descriptive name and choose the trigger.
3. Add conditions, or leave them empty to tag every claim’s order.
4. Choose which order to tag and the tags to apply.
5. Turn on Tag with Reason if you want the claim reasons added.
6. Save the rule and make sure it’s Enabled.
7. Create or finalize a test claim and check the order in Shopify.

FAQ

Can I apply multiple tags to an order? Yes. Add several tags to one rule. At Claim Finalization, multiple matching rules can also tag the same order.

Why didn’t my new Claim Creation rule tag the order? Only the highest-priority matching Tag Order rule applies at Claim Creation. Check whether another rule, such as the default return tag rule, is above yours.

Do customers see order tags? No. Tags are visible in Shopify and in the apps and reports that read them.

What happens if I turn on Tag with Reason? The claim reason for each item is added as a tag on the order, in addition to the tags you chose.

Can tags be used in Shopify reports or apps? Yes. Tags added by Corso are the same as manually added Shopify tags and can be used in reporting, segmentation, or other apps.