How to create a rule in VP: Automation Tags

Step 1: Click create a rule button

Go to the Rules at the left navigation, then take a look at your right side on the screen. There is a button named Create rule. Click on it.

Step 1: Click create a rule button

Step 2: Choose type

You can choose on of three types: tagging orders, tagging customers, tagging products

Step 2: Choose type

Step 3: Choose preset

After choosing a type, you will be taken to a new step called Choose preset. In this step, there are a lot of different presets. You can choose one of preset that you want.

For example, after choosing tagging order in step 2, I choose Tag orders based on products preset.

Step 3: Choose preset

Step 4: Edit the basic information of the rule

You can edit the name, description and the tag of this rule. Then click Create rule button

Step 4: Edit the basic information of the rule

Step 5: Update rule conditions

After Create rule in step 4, you will be moved to a new page named Edit rule. In this page, you can edit more information about the rule.

1. Section: Activate rule

Don’t forget to select Active on Status field to active this rule.

Step 5: Activate rule section

2. Section: Applied Tag

You can add tag or remove tag. For example:

  • If you set Add tag Product X: The tag Product X will be added to your order when matching rule conditions. When the order had Product X tag before, our app will skip this order to prevent duplicate the tag.
  • If you set Remove tag Product Y. The tag Product Y will be removed from your order when matching rule conditions.
Step 5: Applied tag section

3. Section: Criteria

You can choose the property, the operator for compering with the value. You can combine multiple conditions with or and and.

Step 5: Criteria section

Here is example to combine multiple conditions:

Step 5: Combine multiple conditions

After setup, you click Save button to update the rule.


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