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

Customer profiles in Shopify are also tagged 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.

Merchants using the Shopify Checkout Integration have similar tags (called Customer Subscription Status on Shopify) but different verbiage:

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

Shopify order tags

Individual order tags are only available to merchants using the Recharge checkout. These 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.

Subscription orders will have the tag Subscription applied as well as either Subscription First Order or Subscription Recurring Order.

Prepaid orders

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

For example, a 3-Month pre-paid 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 would repeat itself:

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

Note that the 1st and 4th orders do not indicate a prepaid order. This is because these orders have a charge amount since it is the beginning of a prepaid cycle. Any prepaid orders that follow will have the Prepaid tag until the next charge in the cycle.

Append order tags in the note field

On the Recharge checkout, you can append the Subscription First Order or Subscription Recurring Order in the order note fields in Shopify. If you would like this beta feature enabled, reach out to the Recharge support team.

Filtering your subscription orders and customers

Orders

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

Customers

1. In the Shopify Admin, select Customers.
2. Click Filters and select Tagged with from the dropdown
3. Type subscriber and click Add filter.