# 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](https://autotags-omega.gitbook.io/auto-tags-documents/definition-of-conditions) with a definition of all options you can choose.

{% content-ref url="../definition-of-conditions" %}
[definition-of-conditions](https://autotags-omega.gitbook.io/auto-tags-documents/definition-of-conditions)
{% endcontent-ref %}

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

<figure><img src="https://942989665-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FC71htPTqqfFjPQyDh5H7%2Fuploads%2F2vzwVfPHygyyalbOzvtZ%2Fimage.png?alt=media&#x26;token=a7a48b7e-ebec-4dda-952c-e9f09bc7a473" 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="https://942989665-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FC71htPTqqfFjPQyDh5H7%2Fuploads%2Fx2WjHEMotJ1bbAolq3SN%2Fimage.png?alt=media&#x26;token=27bfb933-91b3-4994-95f2-3cfc0365cc5f" alt=""><figcaption></figcaption></figure>

This is how it look like in Customer detail.

<figure><img src="https://942989665-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FC71htPTqqfFjPQyDh5H7%2Fuploads%2Fs2L0s6mXtBci6CRbFNCn%2Fimage.png?alt=media&#x26;token=ff5504ab-e90f-4b66-9af1-1a173f74773c" 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="https://942989665-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FC71htPTqqfFjPQyDh5H7%2Fuploads%2FOuWvL1OZ5BJY4emBUXpR%2Fimage.png?alt=media&#x26;token=e4cf139e-664f-4b07-ac8c-3827c543dd63" alt=""><figcaption></figcaption></figure>

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

<figure><img src="https://942989665-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FC71htPTqqfFjPQyDh5H7%2Fuploads%2FFQZI8EhXwVKivChWhIIM%2Fimage.png?alt=media&#x26;token=15b7871a-5ecd-4369-869c-b42bcb358687" alt=""><figcaption></figcaption></figure>
