> ## Documentation Index
> Fetch the complete documentation index at: https://simplicityapps.mintlify.app/llms.txt
> Use this file to discover all available pages before exploring further.

# Auto-Tag Orders

> Automatically tag Shopify orders with NPS ratings (Premium feature)

<Info>
  **Premium Feature** - Available on the Premium plan (\$7.99/month)
</Info>

## What is Auto-Tagging?

Auto-tagging automatically adds tags to your Shopify orders when customers submit NPS ratings. This allows you to segment and filter orders based on customer satisfaction.

### Tag Format

Tags are added in this format:

```
simple_nps_rating:9
```

Where the number is the actual rating (0-10) the customer provided.

## Why Use Auto-Tagging?

<CardGroup cols={2}>
  <Card title="Segment Customers" icon="users">
    Filter orders by satisfaction level in Shopify admin
  </Card>

  <Card title="Trigger Workflows" icon="bolt">
    Use tags to trigger automated actions via Shopify Flow
  </Card>

  <Card title="Identify VIPs" icon="star">
    Quickly find and reward your most satisfied customers
  </Card>

  <Card title="Target Marketing" icon="bullseye">
    Export tagged orders for targeted email campaigns
  </Card>
</CardGroup>

## How It Works

<Steps>
  <Step title="Customer Submits Rating">
    After completing their purchase, the customer rates your store (0-10) on the thank you page
  </Step>

  <Step title="Rating is Saved">
    The rating is saved to your NPS dashboard
  </Step>

  <Step title="Order is Tagged">
    If auto-tagging is enabled, the order is immediately tagged with `simple_nps_rating:X`
  </Step>

  <Step title="View in Shopify">
    The tag appears in the Shopify admin order details
  </Step>
</Steps>

<Note>
  Tags are added in real-time as soon as the customer submits their rating.
</Note>

## Enabling Auto-Tagging

<Steps>
  <Step title="Upgrade to Premium">
    Auto-tagging requires an active Premium subscription
  </Step>

  <Step title="Open App Settings">
    In your Shopify admin, open Simple NPS Survey and click **Settings**
  </Step>

  <Step title="Enable Auto-Tagging">
    Toggle the "Auto-tag orders with their NPS rating" switch to ON (it is already enabled by default when upgrading to Premium)
  </Step>

  <Step title="Changes Save Automatically">
    Settings are saved automatically after 2 seconds
  </Step>
</Steps>

## Using Tags in Shopify

### Filtering Orders

In your Shopify admin Orders page:

1. Click "Filter" button
2. Select "Tagged with"
3. Enter `simple_nps_rating:9` (or any rating)
4. View all orders with that specific rating

### Finding Promoters

To find your happiest customers:

```
simple_nps_rating:9 OR simple_nps_rating:10
```

### Finding Detractors

To identify unhappy customers:

```
simple_nps_rating:0 OR simple_nps_rating:1 OR ... simple_nps_rating:6
```

<Tip>
  Use saved filters in Shopify to quickly access common segments like "Promoters" or "Detractors"
</Tip>

## Use Cases

### 1. Follow Up with Detractors

<Steps>
  <Step title="Filter by low ratings">
    Find orders tagged with ratings 0-6
  </Step>

  <Step title="Review order details">
    Check for issues: late delivery, damaged products, etc.
  </Step>

  <Step title="Reach out proactively">
    Send a personal email or offer compensation
  </Step>

  <Step title="Convert detractors to promoters">
    Show you care and turn negative experiences around
  </Step>
</Steps>

### 2. Request Reviews from Promoters

<Steps>
  <Step title="Export promoter orders">
    Filter for ratings 9-10 and export to CSV
  </Step>

  <Step title="Send review requests">
    Use email marketing to ask for Google/Trustpilot reviews
  </Step>
</Steps>

### 3. VIP Customer Program

<Steps>
  <Step title="Identify repeat promoters">
    Find customers with multiple high-rated orders
  </Step>

  <Step title="Add to VIP segment">
    Tag with additional VIP tag or add to Shopify customer group
  </Step>

  <Step title="Reward loyalty">
    Send exclusive offers, early access, or free shipping
  </Step>
</Steps>

### 4. Shopify Flow Automation

If you have Shopify Plus and Shopify Flow:

```
Trigger: Order is tagged with "simple_nps_rating:10"
Action: Add customer to "Brand Advocates" email list
Action: Send thank you email with referral code
```

<Info>
  Shopify Flow is available on Shopify Plus. Learn more about [Shopify Flow](https://help.shopify.com/en/manual/shopify-flow).
</Info>

## FAQ

<AccordionGroup>
  <Accordion title="Are existing ratings tagged retroactively?" icon="clock-rotate-left">
    No. Tags are only added to orders going forward after you enable auto-tagging. Existing ratings are not retroactively tagged.
  </Accordion>

  <Accordion title="Can I remove or change tags?" icon="pen-to-square">
    Yes! Tags work like any other Shopify order tag. You can manually remove or edit them in the Shopify admin if needed.
  </Accordion>

  <Accordion title="What if I disable auto-tagging?" icon="toggle-off">
    Existing tags will remain on orders. New ratings will not add tags. You can manually remove old tags if desired.
  </Accordion>

  <Accordion title="Do tags affect anything else?" icon="triangle-exclamation">
    No. Tags are purely organizational. They don't affect shipping, inventory, taxes, or any other Shopify functionality.
  </Accordion>

  <Accordion title="Can I customize the tag format?" icon="sliders">
    Currently, the tag format is fixed as `simple_nps_rating:X`. Custom tag formats may be added in a future update.
  </Accordion>
</AccordionGroup>

## Upgrade to Premium

Auto-tagging is included in the Premium plan.

<Card title="Upgrade Now" icon="gem" href="/pricing/premium-plan">
  Get unlimited ratings + auto-tagging + CSV export for \$7.99/month
</Card>

## Need Help?

<CardGroup cols={2}>
  <Card title="FAQ" icon="circle-question" href="/support/faq">
    More questions about auto-tagging
  </Card>

  <Card title="Contact Support" icon="headset" href="/support/contact">
    Get help from our team
  </Card>
</CardGroup>