Grapevine 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, click on the Settings link in the main menu.
Within the Settings view, you will see the two tagging options.
Tagging the 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.
Tagging the order
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.
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:
You will see the option to set the tag prefix when you enable either of the tagging options:
You can delete the text from the prefix text field if you would prefer not to set a prefix.
Shopify order and customer tags are limited to 40 characters. If your prefix + survey response are longer than 40 characters, the tag will be shortened before being applied.