The features and settings described in this article are only available to Merchants on our Extra plan.
Need to upgrade to make use of these features? Please take a look at our plans and pricing page.
The Extra plan has a very useful feature for Merchants that wish to push the information captured by the survey into other connected systems they may have. The tagging feature can apply a customer or order tag that represents the survey response that a customer has provided.
Tagging adds an extra layer of information that can then be pushed across into 3rd party Order Management, CRM or Email Marketing systems to provide powerful email flows or customer segments for retargeting.
For example, you may have received orders from Customers who found out about your store by walking past your brick and mortar shop. Including a flyer detailing a special shopping event at that store within their order would be a great way to re-engage that customer.
The order and customer tags will also be visible when viewing customers or orders within the Shopify Admin area without needing to cross reference them within the Grapevine app.
To activate customer tagging and/or order tagging, scroll down to the Settings section of the Survey Builder:
Within the Settings section, you will see the two main tagging options.
When checked, this option will automatically apply a tag to the order associated with the survey response. The value of the tag will be the survey answer provided by that customer.
When checked, this option will automatically apply a tag to the customer record in Shopify. The value of the tag will be the survey answer provided by that customer.
Checking either of these will reveal further tagging options for prefix and additional fixed tags:
Prefixing the Tags
Both tagging options allow you to define a prefix to the tags which is a predefined piece of text that will appear in front of the tag. For example, you might set a prefix of Answer, therefore the Grapevine survey tags might look like this:
A prefix is not mandatory. Leave the prefix text field blank if you would prefer not to set a prefix.
Applying Fixed Tags
Both tagging options also allow you to apply fixed tags. Multiple fixed tags can be separated by using commas. The example in the screenshot below shows how you would apply the two Customer tags of Feedback and Spring Survey:
Applied to the Shopify Customer record:
Shopify Order tags are limited to 40 characters and Shopify Customer tags are limited to 255 characters.
If your prefix + survey response exceed those limits, the tag will be shortened before being applied.
Need any help?
Please do get in touch with our support team if you have any questions about tagging your orders or customers with their survey responses.