PayWhirl's tag workflow feature allows you to automatically control how customer tags are added or removed for different subscription events. You can also conditionalize the tags based on the specific product(s) purchased.
A basic example would be to tag a customer in Shopify with "Active Subscription" when a new subscription is created and remove it when paused.
Customer tags can be used in conjunction with other apps that automatically discount purchases, provide access to content, or use customer tags to enable functionality for customers. The possibilities are truly endless.
Event Triggers
PayWhirl supports the following subscription event triggers:
Subscription created
Subscription paused
Subscription resumed
Subscription canceled
Subscription expires
Subscription payment fails (retrying)
Subscription payment fails (last attempt)
Subscription payment succeeds
You can add or remove customer tags in Shopify on each event trigger listed above.
Conditions
You can further conditionalize the triggers with the following options:
Subscription contains ANY of the selected products
Subscription DOES NOT contain ANY of the selected products
Subscription contains ALL of the selected products
Subscription contains ANY of the selected product variants
Subscription DOES NOT contain ANY of the selected product variants
Subscription contains ALL of the selected product variants
Subscription contains ANY product with matching title
Subscription contains ANY product variant with matching title
Customer has no active subscriptions
For example, if a customer creates a subscription for a product titled "Coffee Subscription," you can tag them with "Active Coffee Subscriber," but if they subscribe to a product titled "Coffee Filters," then you can tag them with "Active Filter Subscriber," and so on.
A common use case for tag workflows is automatically creating a subscription membership to discount customer purchases on Shopify. Several discounting apps provide this functionality based on customer tags.
Another use-case for tag workflows would be to allow access to special content on your Shopify store when customers have a specific tag in Shopify. A few access control apps provide this functionality in the Shopify app store.
Subscription-based wholesale memberships are another option. You can show wholesale pricing to customers with a specific tag using several apps on Shopify.
Any app with customer tags in Shopify should work seamlessly with PayWhirl's tag workflow features. PayWhirl will add or remove customer tags based on the subscription events you need, and you can add functionality as needed with other apps that use tags.
Order Tags
You can automatically tag orders, in addition to customers, on some subscription events. Adding tags to orders is only available on Subscription is created and Subscription payment succeeds events.
Tag Variables
You can use the following variables in your tags:
{{subscription_id}}
The following ones are available only on Subscription is created and Subscription payment succeeds events:
{{payment_number}}
Please let us know if you have any questions or feedback.
Sincerely,
The PayWhirl Team