How to add custom tags to an order inside Shopify if it was referred by an affiliate
Sometimes store owners wonder if there is any way for Affiliatly to append a tag to the Shopify order inside Shopify when that order comes from an affiliate.
The reason behind that idea is because it is very convenient to see inside their Shopify report the sales that come from their affiliate marketing program without having to jump into Affiliatly to manually pull out results.
The truth is that we don't have that feature yet but we do have a workaround using Zapier.
As described in related articles, Zapier is an online automation tool that lets you connect Affiliatly with your favorite apps such as Gmail, Slack, Mailchimp, Klaviyo, and more. With Zaps (triggers) you can connect two or more apps to automate repetitive tasks without coding or relying on developers to build the integration so you can focus on other, more important work.
From the several triggers available for Affiliatly, for this specific use case we will use the following sequence.
Please note that the Shopify connection and the multi-step sequences are both features that require that you have a Pro account on Zapier.
This is the recommended sequence:
First step is the trigger from the new order track
Second step makes sure to find the order on Shopify
Third step allows you to enter a tag of your choice to manage the order as you wish
Have some questions or need any help? Please contact our support team and we'll be happy to assist you!