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How to Set Up Dedicated Customer Tags in a Subscription Plan

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Introduction #

The Dedicated Customer Tag feature allows merchants to associate specific tags with subscription products.These tags help track how often a tagged product is ordered by a customer within the Shopify customer section.

 

This feature supports product-level visibility and simplifies order monitoring for grouped or specific products.

 

Why It Matters #

Dedicated Customer Tags provide operational clarity by linking subscription activity to customer records.

 

They help merchants:

  • Identify customers ordering a specific product

  • Review order frequency for tagged products

  • Segment customers based on subscription behavior

 

How to Use Dedicated Customer Tags #

 

Step 1: Access the Easy Subscription App #

  • Log in to the Shopify admin dashboard

  • Open the Easy Subscription app from the Apps section

 

Step 2: Create or Edit a Subscription #

  • Follow the subscription creation steps within the app

  • Navigate through the configuration panel on the right side

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Step 3: Add a Customer Tag #

  • Locate the Customer Tag field

  • Enter a tag name based on the product or grouping requirement

 

Step 4: Save the Subscription #

  • Click the Save button to apply the changes

  • The tag is automatically linked to customers ordering the tagged product

 

Step 5: View the Tag in Shopify #

  • Open the Customers section in the Shopify dashboard

  • Select a customer to view the assigned tag in their profile

     

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Best Practice #

  • Use clear and consistent tag names for easier reporting

  • Apply one purpose per tag to avoid confusion

  • Review customer tags regularly to maintain accurate segmentation

Support #

For assistance or clarification, contact support at support@easysubscription.io.

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