How To Automatically Tag a Member When They Completed a Course
Overview:
This SOP outlines how to automatically tag Shopify members who complete a course, utilizing Shopify Flow to automate the process efficiently.
Prerequisites:
- Access to Shopify Flow app. If not already installed, download it from the Shopify App Store. CLICK HERE
- Template provided for automating course completion tags. LINK to Template
Steps:
- Navigate to Shopify Flow in your Shopify admin. If you haven't installed Shopify Flow, download and install it from the Shopify App Store.
- Install Template: Open the template link HERE
What the template looks like.
- Click "Install" at the top right corner.
- Then "Install" again to confirm.
- **Review and Customize the Workflow. **
- Activate the Workflow: If the pre-configured settings meet your needs, activate the workflow by clicking Turn on Workflow.
- Verify activation by cliking Turn on again
Additional Notes:
Ensure the workflow functions as intended by completing a course under a test member profile and checking if the tag is applied correctly.You may add additional actions or conditions to the workflow to suit more complex requirements or specific business rules.Updated on: 05/03/2025
Thank you!