Automatically add “wholesale” tag to Shopify customer account
We created this article for the purpose of showing you how to add the form data to the tag field of Customer data. Simply, this function allows you to automatically add tag “wholesale” to Shopify customer detail after the Samita Registration form is submitted.
Then you can easily manage customers with tag “wholesale“.
Firstly, please make sure the form data is connect with Shopify customer data. Help doc!
Approach 1
Steps to manage
- From the app admin page, click Registration form > open the form you want to edit
- Click Settings > General
- In the field Add tag when customer is approved, enter the tag you want to add to customer detail. For example: wholesale
- Click Save
Approach 2
Steps to manage
1. From the app admin page, click Registration form > open the form you want to edit
2. In Elements tab, click Add element > add a Hidden field to your form
3. In the Hidden element, select Data type: Fixed value > in the Assign value field, enter “wholesale“
4. Move to the Settings tab of the form > Integration > Shopify > find the field Hidden and assign attribute tags[]
5. Click Save
Result
After a customer submits Samita Registration form, customer account is created and automatically assigned wholesale tag.
Need support?
If you do encounter any difficulty while proceeding these steps, don’t show any hesitation to contact us promptly via the email address support@samita.io