If you have your own list of unreliable customers whose orders you no longer want to fulfill, you can now automatically add a tag to any order placed by such a customer so that, when processing orders, you can easily filter out and exclude them.

Moreover, you can automatically cancel any order that carries a specific tag (one you define in advance).

First, you'll need to add a customer-level tag in Shopify. Based on this tag, you can choose one of the following automated options:

A. Add a tag and a note on the order so you can identify the orders placed by a customer from your Blacklist

B. Cancel the order + add a tag and a note on the order so you can automatically cancel the orders placed by a customer from your Blacklist and add a tag on the order

You can use the first flow just to add a tag on the order or you can use the second flow so you can cancel and add a tag on the order.

How to add a tag to a customer?

To keep track of customers you no longer want to sell to, add a customer-level tag.

Shopify Admin > Customers > select the customer > Add tag

Example:

• Customer: John Backer — He's repeatedly ordered from my website, but he refuses the packages when the courier tries to deliver them.

• Action taken: I added in Shopify the tag “blacklist_customer” to this client 

A. How to automatically tag orders placed by a customer based on a specific tag?

1. Make sure all your undesired customers have the same tag
2. Go to Shopify - Apps - Flow
3. Import and activate this flow that identify an order placed by a certain customer
4. Edit the flow and rename with your own tags or just keep the existing ones

-> When a customer places an order, it will automatically be tagged with the specific tag you've saved in the Flow

In the example above we use the same tag, but you’re free to apply a different tag to the order than the one already on the customer record.

Example:

I kept the same tag (I used for the customer) to tag the order when the client place the order ('blacklist_customer'). 

John Backer placed an order so the order is automatically tagged with 'blacklist_customer'.

In Shopify the order has a tag and a note

In Shopify the order has a note

In xConnector the order has a note

In xConnector the order has a tag

B. How to automatically cancel an order placed by a customer with a specific tag?

1. Make sure all your undesired customers have the same tag
2. Go to Shopify - Apps - Flow
3. Import and activate this flow that identify an order placed by a certain customer
4. Edit the flow and rename with your own tags or just keep the existing ones

Optional: you can edit the flow and check this options

In xConnector the order is imported as Cancelled directly to All orders, not in New orders
- it has a note
- it has a tag

How to filter orders with a tag in xConnector?

Go to filters - tag - select the tag 

When generating the shipping labels you can exclude the orders filtered:

1. Filter by a criteria: tag - blacklist_customer

2. Exclude all the orders with this tag

- move the cursor over the tag
- Click on the sign ! 

- now the app will display only the orders without this tag

Shopify identifies a unique customer by their email address or phone number. If a customer places an order using a different phone number or email, Shopify won't recognize them as the same customer.

No subscription plan needed

Feel free to contact us if you need any further information:

Chat: click on the blue chat icon (bottom-right)

E-mail: support@xconnector.app

Phone: +4 0373 747 991