Managing tags efficiently is crucial for Shopify merchants who want to streamline their store operations. Tags help categorize and organize orders, making it easier to filter, track, report on and analyze them for fulfillment prioritization or customer service workflows. However, manually adding multiple tags to an order can be tedious, especially when dealing with large volumes of orders or needing to apply different groups of tags repeatedly.
Running an Admin Buttons + Shopify Flow
to select a tag group and add multiple tags to an order all at once.
With Even Better's Admin Buttons app, you can simplify this process by adding multiple tags to an order in one go. Select from a list of predefined tag sets to quickly apply a group of tags to your orders, saving valuable time and reducing errors. This feature is designed to help you keep your store organized and your workflows efficient, allowing you to focus on what matters most: growing your business.
Setting up your multi-tag automation
To use the feature that allows you to add multiple tags to an order at once, you'll need to follow these key steps:
Install the Admin Buttons app: Start by installing the Admin Buttons app to your Shopify store. The app lets you set up custom buttons and forms that you can use directly from your order detail pages.
Set up a custom button: use Admin Buttons to create your button and form with a list of the tags you'd like to include. Here's how the button will look when you define it, plus a list of settings to use.
Title / description: whatever you'd like these to appear on your order detail page
Target: select "order detail page" and choose whatever button styling you prefer.
Trigger Setup:
Type: Shopify Flow
Key / Value pairs: to tie your button and the Flow automation together, we use a unique_key of "tgsets.v1" for this automation. You can update this value to whatever you like, but if you change it, make sure you update it to the same value in the first "Check if..." step of your workflow.
Form setup: add a form, give it a name, description and button label that fits your needs.
Next add a drop down element to your form with a list of the tag groups or different order scenarios you'd like to use. This is the list your store admins will see when they use the button.
Set the button status to Active and save your button.
If this is your first Admin Button, follow these steps to add your button to order detail pages.
Customize a Shopify Flow workflow template: We've created a Flow template to simplify set-up in Flow. Once added to your store, it will be activated when one of your admin users clicks the button on your order detail pages.
Flow template: Add a set of tags to an order when Admin Button is clicked on an order detail page
Let's walk through the sections of the template:trigger: this step links your workflow to the button you created. It will be activated when your Admin Buttons form is submitted. Admin Buttons provides triggers like this for all the places you can add buttons to admin (for instance, product, customer, draft order and abandoned order pages).
a "conditional" step to connect the workflow to a specific admin button: we use this step to tie your Admin Button directly to this workflow. (If you have several Admin Buttons set up for order detail pages, they will all activate any workflows you have set up using the "Order Admin Button triggered" workflow trigger. Make sure the value in this step matches the value you set in step 2d above.
a logging step: any time this workflow is run, the "log output" action will display the data it received from your admin button. This info is useful for troubleshooting any issues. It doesn't do anything to your order. Once your workflow is working properly, you can delete it if you like.
conditional steps to look for your tag group names: each set of "check if" + "add order tags" steps applies the tags for your desired groups. In the check-if step, make sure the conditional value matches the tag group name you added to your drop down element in the Admin Button. You will need a "check if" conditional step like this for each value you added to your drop down list. Connect any new conditional steps to the "Otherwise" dot on the previous conditional step. Delete any steps you don't need.
action to add order tags (and customer if you like!): here's where you add the actual list of tags to be applied in each group. In the action settings, be sure to click the "add:... " button that pops up when you type a new tag into the list. You can add as many tags as you like to each action. Also note that you can tag the customer who placed this order at the same time, as shown in the first action step.
Test your new automation: save your Flow workflow and turn it on. Navigate to the admin detail page for any order in your shop. You'll find your button in the "App Block" above the timeline. Click the button, select the button group to test and submit the form. The form pop-up will close and the app block will reload. You'll need to reload the order detail page to see your newly added tags.
Troubleshooting your configuration
Each time your workflow runs, a "recent run" will display in the Flow app. Find your workflow's latest run and click into it. You'll see a breakdown of all the steps that were executed. If you still have the "logging" step, you'll be able to see exactly what data was sent from Admin Buttons. In the Admin Buttons app, you can also review the "Click History" page to see whether the button click itself was successful. (We'll link to a troubleshooting article here shortly.)
Customizing your workflow
Once you have the basics set up, with an Admin Button sending data to a Flow workflow, the options for customizing it are basically limitless. You can add additional form fields to your Admin Button set up. And then you can do more things with that data in Flow.
"send an internal email" for some or all of your tag groups
connect to Slack and send a message to a channel
log data to a Google Sheet
"send http request" to connect your Flow to Zapier and complete additional steps in other apps
Or you could use the "Any selection page Admin Button triggered" Flow trigger to apply multiple tags to multiple orders all at once, from the Order list page.
We'll link to articles on these additional options shortly. In the meantime, check all of our Admin Buttons Flow Templates.