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🏷️ How to Tag Recurring Orders and Subscribing Customers (and Use Them to Offer Perks)

Updated over 3 months ago

Appstle Subscriptions and Appstle Membership automatically tag orders and customers when someone subscribes. These tags help you track subscriber behavior, personalize customer journeys, and integrate with other Shopify apps like loyalty platforms, email marketing tools, and content access apps.

✅ Why Tagging Matters

Tags help you:

  • Identify recurring vs. one-time purchases.

  • Track the status of a subscription (active, paused, cancelled).

  • Segment customers by selling plan or membership level.

  • Offer unique experiences and rewards.

  • Connect with other Shopify apps that respond to customer tags.

🔄 Types of Tags: Hardcoded vs. Dynamic

Appstle gives you flexibility to tag customers and orders using:

🔸 Hardcoded Tags

Static tags you define manually. Examples:

  • appstle_subscriber

  • premium_member

  • gold_tier

These apply to all subscribers or based on specific rules you configure.

🔹 Dynamic Tags

Auto-filled tags that change based on each customer or order. You can include variables like:

  • {selling_plan_name} → e.g., subscriber_plan_Monthly Wellness Kit

✅ Example:


If you use this tag format:

subscriber_plan_{selling_plan_name}

Customer who subscribes to "VIP Skincare Routine" gets this tag:

subscriber_plan_VIP Skincare Routine

🔍 Where Tags Show Up in Shopify

Customer Tags:

  1. Go to your Shopify Admin.

  2. Click Customers.

  3. Select any customer to see their tags on the right side.

Order Tags:

  1. Go to Orders in Shopify Admin.

  2. Click any order to view tags in the order details panel.

⚙️ How to Configure Tagging in Appstle

  1. Open your Appstle Subscriptions or Appstle Membership app.

  2. Go to the More section from the left-hand menu.

  3. Click on Tag Settings.

  4. Configure your Order Tagging and Customer Tagging:

    • Use static values like appstle_subscriber.

    • Or dynamic variables like {selling_plan_name}.

  5. Click Update to save.

These settings will apply automatically to future subscription purchases and renewals.

🔐 Real-World Use Case: Give Access Based on Subscription Plan

A common scenario we hear from merchants:

“I want to give different benefits to customers based on which subscription they bought.”

While Appstle doesn’t directly handle access control, our tagging system enables it via integrations.

👥 Example

Let’s say:

  • Customer A buys a Monthly Wellness Kit subscription.

  • Customer B buys a VIP Skincare Routine subscription.

If your tag format is:

subscriber_plan_{selling_plan_name}

Then:

  • Customer A gets: subscriber_plan_Monthly Wellness Kit

  • Customer B gets: subscriber_plan_VIP Skincare Routine

You can now:

  • Use Shopify customer segments based on these tags.

  • Use Locksmith to control access to specific products or pages.

  • Trigger custom automations in Mechanic.

  • Assign reward tiers in Appstle Loyalty or Smile.io or Rise.ai.

  • Send tailored emails via Klaviyo.

➡️ The tags become a bridge between the subscription a customer bought and the perks or access you want to provide.

💡 More Use Cases

  • 🎯 Marketing: Target emails by subscription level or status.

  • 🛍️ Perks: Offer discounts or early access to high-tier members.

  • 🔐 Gated Content: Restrict content based on tags via apps like Locksmith.

  • 📈 Analytics: Analyze churn or lifetime value by tag group.

🛠️ Support

If you need help configuring tags or connecting them to other Shopify apps:

We’re always happy to help.

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