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How to Turn Off Order and Customer Tags

Milos ·

Simple Affiliate adds tags to orders and customers in Shopify Admin, so you can filter referred orders, referred customers and affiliates. Two default flows control these tags: Order tags and Customer tags. You can turn off one tag, or a whole flow, when a tag gets in the way of your own tags, apps or reports.

How Tag Flows Work

Open Flows in Simple Affiliate. The two tag flows are at the top of the list, with the type Default. The Configuration column shows how many tags of each flow are on, for example "4 of 4 tags".

Flows list with the default Order tags and Customer tags flows and a custom group automation flow

  • Order tags: Simple Affiliate adds these tags to an order when a referral of the order is confirmed.

  • Customer tags: Simple Affiliate adds these tags to a customer when the customer is an active affiliate, or when an affiliate refers or connects the customer.

Availability: The tag flows are on every plan. All the tags are on until you turn them off. You can't delete the two default flows, and you can't add your own tags to them.

The Order Tags

Each tag has a name and a value. In Shopify Admin, the tag is the name followed by the value.

  • Referred by + the affiliate's Shopify customer ID.

  • Referred by + the affiliate's email address.

  • Simple Affiliate method: + the referral method, which says how the order was credited, such as Link, Code, Manual, Customer or Product.

  • Simple Affiliate link ID: + the ID of the affiliate's link. Only an order credited through a link, or through a code of the same affiliate after their link, gets this tag.

The Customer Tags

The Customer tags flow has two sections.

Affiliate — tags on the Shopify customer of each active affiliate:

  • Affiliate, with no value.

  • Affiliate Group: + the name of the affiliate's group.

  • Affiliate code: + the affiliate's discount code, when the group gives a discount.

Referred customer — tags on a customer that an affiliate referred or connected:

  • Referred by affiliate. Here the value is the fixed word affiliate.

  • Referred by + the affiliate's Shopify customer ID.

  • Referred by + the affiliate's email address.

  • Connected to + the affiliate's email address. Only a customer with a permanent customer connection gets this tag (Pro and Premium plans).

A customer gets the Referred by tags that are on the first time a referral of the customer is confirmed. A customer who already has a Referred by tag keeps the tags of the first affiliate and gets no other Referred by tag.

How to Turn Off a Tag

  1. Navigate to Flows in Simple Affiliate.

  2. Click Order tags or Customer tags.

  3. Turn off the switch at the end of the row of the tag. The Tag name and Tag value columns show which tag it is.

    Order tags flow with the Flow details section, the Tags section with a switch for each tag, and the Disable flow section
    Customer tags flow with the Affiliate and Referred customer sections and a switch for each tag

  4. Click Save.

To turn the tag on again, turn on its switch and click Save.

How to Disable a Flow

  1. Open the Order tags or Customer tags flow.

  2. Click Disable flow at the bottom of the page.

  3. Click Disable flow again in the dialog.

The flow shows the banner "This flow is disabled. Simple Affiliate adds none of its tags." To turn it on again, click Enable flow in the banner. The tags that you turned off one by one stay off.

Important Rules to Remember

  • No new tags: Simple Affiliate does not add a tag that is off, or any tag of a disabled flow. This has no effect on referrals, commissions or payouts.

  • Existing tags stay: A tag that is off stays on the orders and customers that already have it, except when it is no longer correct. For example, Simple Affiliate still removes the order tags of a reversed referral and the affiliate tags of an inactive affiliate. The Referred by tags of a customer stay when a referral is reversed. To remove a tag yourself, use the bulk actions of Shopify Admin.

  • No backfill: When you turn a tag on again, Simple Affiliate does not go back and tag the orders and customers of the time that the tag was off. It adds the tag the next time that it writes the tags of an order or customer, for example at a new confirmation or a partial refund. A customer who already has a Referred by tag does not get a Referred by tag that you turn on later.

  • Shopify filters: The View referrals (on Shopify) and View referred customers actions of Affiliates filter by the Referred by tag with the affiliate's Shopify customer ID. View referrals (on Shopify) shows only while that tag of the Order tags flow is on, and View referred customers only while that tag of the Customer tags flow is on. A disabled flow hides its action too. When you turn the tag on again, the action comes back. Its filter finds only the orders and customers that have the tag, so it misses most records of the time that the tag was off (see No backfill).

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