Setting Up Tags for Subscribers and Subscription Orders

5 min read

Introduction

Tag settings let merchants automatically apply and manage tags related to subscription orders and customers. These tags support operational tracking, reporting, and identifying subscription related activity directly within Shopify’s own Orders and Customers sections.

Why It Matters

Tags provide structured visibility into subscription data without manual effort, helping merchants identify subscription orders, active subscribers, delivery timelines, and sequential order tracking directly from Shopify’s native admin views.

How to Access Tag Settings

Log in to the Shopify admin.
Open the Easy Subscriptions app.
Navigate to Settings.
Select Tags to view the available tag options.

Available Tag Settings

Tag for All Subscription Orders

Applies a tag to every order that contains subscription products, identifying subscription based orders within Shopify’s Orders section. Use this to filter and review subscription orders separately from one-time purchases.

Tag for Customers with Active Subscriptions

Applies a tag to customers who currently have an active subscription. The tag updates automatically as subscription status changes, letting you identify active subscribers and monitor the total number of active subscription customers directly from the Customers section.

Apply Tags to Initial and Recurring Orders

A setting that ensures every enabled subscription tag applies to both the first order and every recurring order afterward, rather than only the initial order. Enable this if you want tag based tracking to remain consistent across a subscription’s entire lifecycle, not just at signup.

Automated Incremental Tagging

Assigns a unique, sequential, numbered tag to each new order. Use this to track order volume progression or support internal auditing and reporting workflows that depend on a running order count.

Delivery Date Tagging

This help center currently describes two separate delivery date tagging controls, and it isn’t clear from the available settings whether they’re meant to be used together, as alternatives, or whether one has replaced the other:

Day count method → Enable a delivery date tag and choose a fixed number of days after billing, from 1 to 10 days, that defines when the order is expected to be delivered.
Frequency based method → Enable a separate delivery date tag with its own custom tag name (up to 30 characters, for example “Delivery date (Subscription)”), which is applied based on the customer’s original checkout selection and subscription frequency rather than a manually set day count.

Contact support at support@easysubscription.io to confirm which of these two delivery date tagging options fits your setup before enabling one or both, since enabling both without understanding the overlap could result in duplicate or conflicting delivery date tags on the same order.

Save Configuration

Customize tag names and settings as needed.
Click Save to apply the changes.
Tags become visible in the Orders and Customers sections of Shopify.

Best Practice

Use clear, consistent tag naming conventions so tags stay meaningful as your subscriber base grows.
Avoid enabling overlapping tag purposes, particularly the two delivery date tagging options, until you’ve confirmed with support how they’re intended to work together.
Enable Apply Tags to Initial and Recurring Orders if your reporting depends on consistent tagging across a subscription’s full lifecycle, not just its first order.
Review tag usage periodically to confirm it still matches your operational and reporting needs.

Support

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

Frequently Asked Questions

What is the difference between the two delivery date tag settings?

One lets you set a fixed number of days after billing, from 1 to 10, for the delivery date tag. The other applies a custom named tag based on the customer’s original checkout selection and subscription frequency. It isn’t yet clear from available documentation how these two are meant to work together, so confirm with support before enabling both.

Does Apply Tags to Initial and Recurring Orders need to be enabled separately from the order and customer tags?

Yes. It’s a separate setting that controls whether your other enabled tags apply only to the first order or to every order, including recurring ones.

What does Automated Incremental Tagging actually add to an order?

A unique, sequential number as a tag on each new order, useful for tracking order volume over time or supporting internal auditing.

Where do these tags actually appear once enabled?

In Shopify’s native Orders and Customers sections, alongside any other tags you already use in your store.

Can I customize the tag names?

Yes. Tag names and related settings can be customized as part of the configuration before saving.

Will enabling a customer tag update automatically if a subscription is later canceled?

Yes, for the Tag for Customers with Active Subscriptions setting specifically. It updates automatically based on the customer’s current subscription status.