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Setting Up Tags for Subscribers and Subscription Orders

2 min read

Introduction #

The Tags settings allow merchants to automatically apply and manage tags related to subscription orders and customers.These tags support operational tracking, reporting, and identification of subscription-related activity within Shopify.

 

 

Why It Matters #

Tags provide structured visibility into subscription data.They help merchants identify subscription orders, active subscribers, delivery timelines, and sequential order tracking without manual effort.

 

 

How to Manage Tags #

Access the Tags Settings #

  • Log in to the Shopify Admin.

  • Open the Easy Subscription App.

  • Navigate to Settings.

  • Select Tags to view available tag options.

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1. Enable Tag for All Subscription Orders #

  • Apply a tag to every order that contains subscription products.

  • This tag identifies all subscription-based orders in the Orders section.

 

Operational use:

  • Filter and review subscription orders.

  • Separate subscription orders from one-time purchases.

 

2. Enable Tag for Customers with Active Subscriptions #

  • Apply a tag to customers who currently have active subscriptions.

  • The tag updates automatically based on subscription status.

 

Operational use:

  • Identify active subscribers.

  • Monitor the total number of active subscription customers.

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3. Enable Automated Incremental Tagging #

  • Assign a unique, sequential tag to each new order.

  • Each order receives an incremented identifier.

 

Operational use:

  • Track order volume progression.

  • Support internal auditing or reporting workflows.

 

4. Enable Delivery Date Tag for Subscription Orders #

  • Add a delivery date tag based on a defined number of days after billing.

  • The tag reflects the expected delivery timeline.

 

Operational use:

  • Track delivery schedules.

  • Support fulfillment and logistics planning.

 

Save Configuration #

  • Customize tag names and settings as required.

  • Click Save to apply changes.

  • Tags become visible in the Orders and Customers sections of Shopify.

 

Best Practice #

  • Use clear and consistent tag naming conventions.

  • Avoid overlapping tag purposes to maintain reporting clarity.

  • Review tag usage periodically to ensure alignment with operational needs.

 

Note:

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

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