# Add tag to a customer

### <mark style="color:green;">1. Create workflow</mark>

Go to main tab **Workflow list** -> Click **Create a workflow** button to start setting up your rules.

### <mark style="color:green;">2. Set up trigger</mark>

Select the workflow trigger to define when an order/customer is added tag or when the condition starts. We have 3 triggers:

* When orders are created: When your customers finished check out step (land on your thank you page)
* When orders are updated: When you update any field in one order
* When orders are fulfilled: When you click "Fulfil item" in one order

### <mark style="color:green;">3. Set up condition</mark>

There are 7 categories to set the rules and each of them will have its own criteria.\
[Dive in here](/auto-tags-documents/definition-of-conditions/criteria-options.md) with a definition of all options you can choose.

{% content-ref url="/pages/kIcimxd8LmWorkcY76Id" %}
[Definition of Conditions](/auto-tags-documents/definition-of-conditions/criteria-options.md)
{% endcontent-ref %}

E.g. If you want to add a tag with their total spent on your store like 12M.

<figure><img src="/files/AMTfc9nahNEBgt1i7ArV" alt=""><figcaption></figcaption></figure>

### <mark style="color:green;">4. Add tag</mark>

To filter your customers, you can use the Add tags to customers feature. There are two options for you to add tags to customers:

* Add tags to customers the same as orders
* Define tags using fixed tags or variable tags

<figure><img src="/files/gg1Wa3kfuMs9iPXibmt4" alt=""><figcaption></figcaption></figure>

This is how it look like in Customer detail.

<figure><img src="/files/EmP7ECkX70VTxeAEzz5u" alt=""><figcaption></figcaption></figure>

## Auto Schedule

Auto Schedule allows you to remove or update the customer tags (that you just add) after a certain period of time or on a certain date.

It means that let's say today you set up a workflow to add tag **`sale`** to customer. But then after 7 days, end of sale seasons, you can use Auto Schedule to remove or update the tag.

<figure><img src="/files/tUvJoHytW2VYFMttosc9" alt=""><figcaption></figcaption></figure>

You can also update the tag **`sale`** to another tag like **`summer sale '23.`**

<figure><img src="/files/IPiUolagCdyJFz16O80V" alt=""><figcaption></figcaption></figure>


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