Automate Order Tagging from Sales Channels or UTMs

Shopify Discussion
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1

We’re listing products on Google Merchant and Facebook Shops but not directly checking out on those platforms. Because of this, since customers are using the native Shopify checkout Shopify doesn’t identify the channel. There are UTM parameters affixed to the product URLs to identify the source but is there any way to automate tagging with them? I’ve tried Shopify flow but it doesn’t seem to trigger the tags, here is the setup:

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Is there anything wrong with the flow? Or does anyone have a solution to what I’m trying to achieve?

2

Instead of UTM parameters, maybe you could try “order source” property of the order data?

We use that source property of the order data with our app Order Automator to automatically tag channels / orders created by apps.

I’m not that familiar with Shopify Flow but here are some ideas you can try:

  1. See if you can create a rule by order source.

  2. Grab the “source” property from an example order and use that as the identifier.

  3. If you can’t create a rule by order source with Shopify Flow, read the order data file to see if there is another property that makes sense that you can use.

You can check order properties here: Shopify Order API (search “order properties”), but it also helps to check on an actual order, instructions to do that below:

To get and read order data

  1. Go to the order details page, then after the string of numbers in the url (that’s the order ID), type “.json” and press enter. The url will look like this:
https://YOURSITE.myshopify.com/admin/orders/123456789.json

  1. You’ll see a wall of text. You can organize it into readable format by pasting that text into a tool like this: https://jsonformatter.curiousconcept.com.

  2. Now in readable format, scan for some identifiable properties that are unique to this order, then try to match a Shopify Flow rule.

If you aren’t able to achieve your goal with Shopify Flow and need a solution, feel free to send me a message. I’m the lead developer of that app I mentioned, Order Automator, I can take care of this for you.

3

Hi. Did you ever solve this? I am having same issue. I enter the UTM source as indicated in the Shopify Order details, but the flow does not seem to identify it (and thus it is not tagging the order as desired).

2 Likes
4

Yeah you have to use a graphql query like this on customerJourneySummary.

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5

If you have the Flow app you can make it work this way (replace “promotion” with your UTM campaign name:

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Fastest way to find the “campaign is equal to” filter is to type “UTM” in the search.
Here is the path to the Campaign filter:
Order
CustomerJourneySummary
LastVisit
UtmParameters
Campaign

From then you can choose whatever action you want :slightly_smiling_face:
Have fun!

6

Hello Kalen what report did you add this query to? I see the sales by channel report and the shop channel product impressions.

7

If you see the utm in the order summary but Flow is not catching up, try to add a “5min wait time” action as the first action after the order trigger on your Flow.

Sometimes it takes a few minutes for Shopify to add the utm to the order, so by telling Flow to wait, you might get a better chance to get it.

Works well on our Flows.

If you don’t find the utm in the order summary then that’s another issue.

Hope this helps