Using Shopify order and customer tags

Recharge customers and orders are automatically tagged when they are created in Shopify. Order tags are useful as you can sort your orders in Shopify to identify new subscriptions and also determine how long a customer has been subscribed. You can also use this information during fulfillment to reward new or existing customers.

Shopify customer tags

Recharge Checkout on Shopify

Merchants using the Recharge Checkout on Shopify will see customer profiles tagged in Shopify depending on the status of the customer in Recharge:

• Active Subscriber – Denotes a customer with an active subscription on file.
• Inactive Subscriber – Denotes a customer who has actively canceled all subscriptions on file.
• Subscription card declined – Denotes a customer who is in an error state. 

Shopify Checkout Integration

Recharge adds one of the following customer tags to the customer profile in Shopify depending on the customer's current status for merchants using the Shopify Checkout Integration: 

• Active Subscriber
• Inactive Subscriber
• Subscription card declined

It is recommended that you do not rely on these specific tags for data and customer tracking purposes, and filter by the customer's subscription status in Shopify. Contact Recharge Support to disable Recharge customer tags. 

Shopify sets the following customer subscription statuses for your customers depending on their current status: 

• Active product subscription
• Paused product subscription
• Canceled product subscription
• Expired product subscription
• Never subscribed
• Failed payment

Customer statuses are not displayed on the individual customer profile in Shopify. Instead you can use filter customers in Shopify depending on their subscription status, or add additional filters to further segment your customers. See Shopify's guide to filtering the customer list for more information.

The Migrated Shopify Checkout Integration retains the Recharge Checkout tags for orders processed prior to conversion, and applies the Recharge customer tags, as well as Shopify customer statuses to all orders processed post-conversion. 

Shopify order tags

Order tags are updated using the Shopify API. As a result, there may be delays that can occur if the Shopify API experiences any issues. If you or a third-party app relies on the data included in the tags, we recommend using the Recharge API directly.

For merchants using the Shopify Checkout Integration with a large volume of orders, note that order tags can take up to 20 minutes after the order is created to update in Shopify.

Subscription orders

Subscription orders have the tag Subscription and either Subscription First Order or Subscription Recurring Order.

Prepaid orders

If the order contains a prepaid subscription product, it also includes the tag Prepaid. Since prepaid orders contain an initial charge order, the subscription tags will also be included.

For example, a 3-Month prepaid subscription without an expiration would have the following tags:

• 1st Order - Subscription First Order
• 2nd Order - Subscription First Order, Prepaid
• 3rd Order - Subscription First Order, Prepaid

If the customer does not cancel or the subscription does not have an expiration, this cycle repeats itself:

• 4th Order - Subscription Recurring Order
• 5th Order - Subscription Recurring Order, Prepaid
• 6th Order - Subscription Recurring Order, Prepaid

Filter subscription orders and customers in Shopify

Orders

1. In the Shopify Admin, select Orders.
2. Select More filters and click Sales Channel.
3. Click Recurring Billing by Recharge and click Done.

Customers

1. In the Shopify Admin, select Customers.
2. Click Tagged with and type subscriber.
3. Press Enter.

View and export subscription orders in Shopify

You can use Shopify to export your subscription orders.

1. In the Shopify Admin, select Orders and click All.
2. Select More filters and click Sales channel.
3. Click Recurring Billing by Recharge and click Done.
4. Click Export and select the option matching your search.
5. Click Export orders.

Append order tags in the note field in Shopify

On the Recharge Checkout on Shopify, you can append the Subscription First Order or Subscription Recurring Order in the order note fields in Shopify.