Auto Tags

Automatically assign tags to customers or orders based on predefined criteria.

Scope

• Define tagging rules (e.g. order value, purchased product, customer type, location)

• Auto-tag customers based on behavior or attributes

• Auto-tag orders based on content or thresholds

• Support multiple rule conditions

• Ensure tags sync with existing tagging system

Outcome
Improved automation and segmentation by dynamically organizing customers and orders based on defined logic.