Organize your store with Shopify Tags

By implementing a good system of organization early on for your Shopify Store, you can save yourself a lot of time and money in the future.

This post will teach you:

  • How to add tags for your Shopify orders, customers, and products.
  • How to use product tags together with Shopify's other product organization tools.
  • How to use product tags to create an automated collection.
  • When to use tags for your orders and customers.
...
Eric Berkhinfand
Tags: Shopify

If you have a Netflix subscription, then in 2019, Marie Kondo’s show, “Tidying Up with Marie Kondo”, most likely found its way onto your TV. And if you either really love reality TV or were feeling sorry for yourself after looking at the state of your house, you might have clicked and watched the show.

Marie Kondo made a big impact on the world, as in general, we like our things to be tidy and orderly. However, life often gets in the way of this — and what once was a tidy desk, room, or house — can quickly regress into a disorganized mess.

Marie’s method of organization, the KonMari method, approaches tidying and organization from a unique and different perspective. Rather than tidying room by room, the KonMari method encourages tidying by category.

So why go through all this about tidying and organization when we are meant to be talking about Shopify tags? 

Well, you can think of your Shopify store as your home and your orders, customers, and products as all your things. When first starting your store, you might only have a few products to manage. But as your store continues to grow, things can quickly get out of hand, and one or two products can turn into hundreds of products and variants. 

By implementing a good system for organization early on, you can save yourself a lot of time and money in the future. The team at Shopify knows this and has provided you with a number of different ways you can organize your products — one of these is Shopify tags.


  1. What is a Shopify tag?
  2. Shopify product tags
  3. Shopify order tags and Shopify customer tags
  4. The drawback of Shopify order and customer tags
  5. In summary

What is a Shopify Tag?

A Shopify tag is a type of organization label you can add to your orders, customers, and products (and a few other things that we won’t cover today). One thing that is special about a Shopify tag is that an order, customer, or product can have multiple tags. So for example, a customer can be both tagged as a VIP and lost.

Let’s look at how you can add Shopify tags to your orders, customers, and products. And let’s also explore what you might tag each with.

Shopify Product Tags

Let’s first look at your products as in my opinion, this is where you will get the highest ROI out of Shopify tags.

Not only do Shopify product tags both allow you to organize and search for your products — but they also allow your customers to easily find products through your store’s search. As if they search for a certain tag, products with that tag will also come up in the search. 

To add a tag to a product, head to an individual product page, and you will see the tags section in the organization box on the right side of the page:

It’s as simple as that!

But we need to first take a step back and first think about what we are going to actually tag our products with. As if we look in the organization section, there are a few other categorization options that we need to understand. Each of these serves a different purpose and can/should be utilized in tandem to create the ultimate KonMari Shopify organization system. 

Let’s look at these with the Pink Floyd record above:

  • Product Type: This is the top of the organization hierarchy — the broadest category the product fits into. At its most fundamental level, the product is a record, so its product type should be ‘Records’. We might also sell Turntables, which would be another product type. One thing to keep in mind is that a product can only have one product type.
  • Vendor: The manufacturer or wholesaler of the product. In this case, we purchased the record from the Soul Records. 
  • Collections: A product can belong to many different collections. So while our product might be a record and belong in the records collection, it might also belong to other collections like rock, 1970s, and Pink Floyd. Collections can be created by either manually adding products to them, or by using filters to automatically add products to them. So for example, we could use the product type as a filter to automatically create and populate two different collections; records and turntables. Product tags can also be used as a filter — we will cover this below.

So where do product tags fit into all of this then? 

Shopify tags are a great way of surfacing products to customers. You can tag products with terms that you think a customer would search for to find that product.

So in the case of The Dark Side of the Moon, yes customers might search terms like 'Pink Floyd', 'Dark Side of the Moon, and 'rock', but the record is also classified under the sub-genre of progressive rock. As such, we can add the tag 'progressive rock' to the product so that it will appear when a customer searches for that term.

So before tagging, if a customer searched for progressive rock, they would have seen this:

And then after tagging:

However, where product tags really shine is when you use them as filters to create an automatic collection. I wrote a post covering all you need to know about Shopify collections that covers exactly how to do this. 

But for the TL;DR version, as I mentioned above, an automated Shopify collection is one that uses filters to automatically add products to it. So going with our current Dark Side of the Moon example, rather than making customers search for progressive rock, we might want to just display a collection of all our progressive rock records. 

To do this, we first need to tag all our progressive rock albums. Then click Products > Collections from the side navigation:

Then click the Create collection button:

Name the collection and then choose Automated for the collection type:

And add the filters to build your collection. In our case, Product tag is equal to 'progressive rock':

Once you click save, you should see all the products you tagged appear in the list:

It's as easy as that. Now every time you tag a new product, it will be added without you have to do anything.

Shopify order tags and Shopify customer tags

Tags can be used in a similar manner for your orders and customers too, and the method for actually tagging them is exactly the same. So for an order, head to the order’s page and add the tag(s):

And the same goes for a customer:

Order and customer tags are very handy for when it comes to both managing your workflow and reporting on the success of your store. How you choose to tag your orders and customers is going to depend on your workflow, but some ideas could be:

Orders

  • Fraudulent tag if you suspect/know the order was made by a scammer.
  • Urgent tag for orders that need to be expedited.
  • You can also tag orders by their location, for example, Australia.
  • Reviewed tag if each order requires something to be reviewed before it moved onto the next step of manufacturing or fulfillment.

Customers

  • VIP tag for your highest-spending customers.
  • Problematic tag for customers that have complained previously (only if it was a disingenuous complaint).
  • Lost tag for customers that haven’t ordered in over a certain period of time. 

You can then search for these tags from your orders or customers list.

The drawback of Shopify order and customer tags

One thing you will notice is that tagging your orders and your customers can be a very manual process. For example, tagging lost customers will be very cumbersome. And what happens after they order again? You have to go through and remove the tag. This isn’t a scalable system.

Our app, Metorik, allows you to infinitely filter your customers and create dynamic segments. So in this case, rather than tagging lost customers, you would just create a segment with the following filter:

And your customers will automatically be added to this segment when they match the filter — no need for any manual tagging. You can also set up an email automation to automatically email a customer as soon as they match the filter too —  ie: as soon as their last order was over 6 months ago.

You will notice that Metorik also provides you with important metrics about that segment. So in this case, you can see that each customer in this segment has an average lifetime value of $169.8.

In summary

By taking a page out of Maria Kondo’s KonMari method or organization, we can ensure that our Shopify store stays organized for both ourselves as store owners and for our customers too.

Shopify tags are a very powerful tool that you can use to keep your store orderly. As discussed above, while Shopify order tags and Shopify customers tags can be useful, they also have some shortcomings — specifically the fact that the native process for using them is quite manual.

Shopify product tags on the other hand are a robust tool to allow you to categorize and organize your products. And when used in tandem with the other organization tools like collections, you can be sure that your customers will be able to find any one of your products through your store’s native search function.

And as Marie Kondo says “organize your home (in our case, your store) and bring joy to your life!”

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