How to Use Shopify Tags | Best Practices and Tips

November 19, 2020
By Alloy Automation
Blog Dots
Blog Dots
How to Use Shopify Tags | Best Practices and Tips

Easily manage your Shopify store with tags

Managing a Shopify store on the Shopify app or website can be confusing and tiresome without organization. What better way to organize your store than with tags? Tags sort your products and content on your Shopify store to help make it easier to manage. You can create custom tags in specific sections of your store to arrange important details.

Tags can be easily created, added to specific posts, removed, searched, filtered, and linked to multiple items or collections.

What are Shopify Tags?

Tags are labels to categorize a range of items like products, customer data, orders, blog posts, transfers, returns, and more. With your selected tags, you can easily search and add filters on a drop-down menu. Transfer tags and organize different types of tags without worrying about losing information. You can always see the full list of tags on your ecommerce store. The benefits of using tags are threefold: tags are invisible to customers, tags organize search results for users, and you can organize the products page.

When to use tags

Tags are used to categorize your ecommerce store’s products and customer information to improve the organization of your business. You can create a custom set of tags to specify information for your team to respond to inquiries about specific draft orders, it is also easy to change the name of the tag you create, add filters to a particular section, and more. Moreover, tags provide a cohesive way for ecommerce websites to enhance communication and marketing tactics.


Flagging certain tags can provide your users with relevant page results and a curated inventory page. The tags and keywords can also be added to the URL of your specific blog post. Another way to use tags for marketing purposes is to select a tag-triggered email means that an email is automatically sent when there is a tag added to a customer’s profile. You can name the specific tag-triggered function to stay organized. For your tag-trigger, a welcome email will be sent to a newly subscribed customer where you can set when the email should be sent out. With automatic emails sent out to new customers, this puts forth a friendly brand image and a strong communication network between you and your customers.

Customer data

Setting up tags to collect personal information and customer data can create an automated collection of information that grows your business exponentially. You can create a tag to send an email notification to specific customers who refund select items, like product orders over $100. The email details product feedback ensuring trust between your company and customers who refund orders over $100. It also ensures a collection of important data for you and your team to analyze and potentially improve the specific order of returns.

The specific order of returns can be also compiled into a list of items, where you and your team can focus on how to improve the product tag strategy to boost sales, retention rate, and more. You can create a tag for an automatic collection of a filtered list of products that are the most searched on your ecommerce store's search results page. Customer data tags are crucial to improving your online store navigation. Having relevant tags for employee-customer accounts by email domain allows you to see how many of your employees regularly shop from your online store. Customer data is valuable for your online business to grow globally.

Shipping & Fulfillment

Order tags created based on zip codes, expected delivery date, and fulfillment locations free up your time and continue to provide a smooth shopping experience for your customers. Emails can be sent out automatically through tags for canceled, abandoned, or partially fulfilled orders. Tags can also filter products when customers are searching for certain items on your online store.

With an online store search, certain tags may be flagged. These reminders prompt users to complete their order and return to your ecommerce website, winning back customers. You can also see how many customers are completing orders with insight into which products are the most popular and selling out quickly. With tags to assist with shipping and fulfillment, your ecommerce business can improve with customer service and product development.

Loyalty & Rewards

With customer tags, you can filter customers such as who receives notifications and rewards from your loyalty program. With the loyalty program, there can be tags created that recommend related products from their previous purchase history. For example, a tag can be created for email notifications for rewards. Returning customers who have reached over 100 loyalty points will automatically receive an email or SMS notification for reaching the beginner level and can redeem their loyalty points. These notifications encourage customers to redeem their points and continue shopping at your ecommerce store over your competitors ensuring customer retention and loyalty.

With the loyalty program, a tag to create an automatic collection of who is part of the loyalty program is beneficial. Another great example is to automate notifications to customers about end of season products or last items, sending relevant products in an email marketing campaign or other matching results based on the customer's profile. A positive browsing experience can boost the customer service experience.

Store Operations

Tags implement necessary and finite details for your ecommerce store to run smoothly. Tags can be created to email customers when their order is paid or ask customers to review products they recently purchased. These automated notifications established by tags ensure strong customer services. With customer searches, tags filter orders and can automatically provide a customer details page for you. Also, with tags to hide out-of-stock products or sending reminder notifications to customers when products are back in stock, you don’t have to worry about these important store operations but rely wholly on tags. A tag list and an organized section of tags ensure that all store operations run smoothly.

How to create tags in Shopify

It’s important to understand how to create tags in Shopify to manage your ecommerce store. Tags are easy to create and maintain to organize products, customer orders, blog posts, and more. With tags, you can easily improve the overall customer experience from placing an order, customer support, shipping, and returns just to name a few.

  • Open the specific product, transfer, order, draft order, customer, or blog post details page in Shopify.
  • In the Tags section, enter the name of a tag you want to add or select it from the list of existing tags. If you enter the name for a new tag, then it will automatically be created for future use in the section.
  • Click Save.

Automate tags in Shopify

While manual creation of tags is certainly viable, there are ways to automate the creation of tags in Shopify. With Alloy, Shopify merchants can set up workflows to create tags automatically. Alloy offers dozens of pre-built tagging workflows to help make tagging in Shopify easier to manage.

automate shopify tags.png


Using tags frees up your team’s valuable time to focus on more pressing concerns. Whether tags are for marketing, customer data, shipping and fulfillment, loyalty and rewards, or store operations, you can benefit from the use of tags to organize your online Shopify store!

Try Alloy by clicking the button below. You can easily create customized tags through Alloy for your ecommerce store to organize products and increase the conversion rate!