Tag Shopify Orders for Subscription Purchases

4 min setup
No coding required
Runs automatically

Easily track subscription orders by automatically tagging them when a customer purchases a subscription product through Recharge. This MESA workflow template adds a “recharge-payments-order” tag to the Shopify order, allowing you to quickly identify subscription purchases without manual tracking. Simplify order management and stay informed on new subscriptions.

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Order Created
Loop
List Order
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Order Add Tag

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How it works

4 steps to tag orders when customers make subscription purchases

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Order Created

App connector: Recharge • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger detects when a new subscription order gets processed in Recharge, capturing the initial purchase data that drives the entire tagging workflow.

When a customer completes a subscription purchase through Recharge, this trigger automatically captures the order details including customer information, line items, and the external Shopify order ID. The trigger is pre-configured to listen for new Recharge orders and requires no setup from you. It immediately passes the order data to the next step so the workflow can begin processing each subscription item and apply the appropriate tags to your Shopify order.

Loop

App connector: Loop • Time to complete: 0 minutes (Auto-configured)
Why this matters: This loop ensures every subscription item in an order gets properly tagged, even when customers purchase multiple subscription products in a single transaction.

The Loop step processes each line item from the Recharge order individually, allowing the workflow to handle orders with multiple subscription products. It automatically extracts each line item's purchase details and creates a separate processing thread for every subscription item. This step requires no configuration and runs automatically based on the line items data from the previous trigger. Each loop iteration passes individual item data to subsequent steps for targeted processing.

List Order

App connector: Recharge • Time to complete: 0 minutes (Auto-configured)
Why this matters: This step retrieves detailed subscription information for each line item to ensure accurate order processing and prevent duplicate tagging attempts.

The List Order step queries Recharge's API to get comprehensive details about each subscription item, using the customer ID and purchase item ID from the loop. This step runs automatically within each loop iteration and requires no manual configuration. It gathers subscription-specific data that helps verify the order details and prepares the information needed for the final Shopify tagging action. The retrieved data flows directly to the Order Add Tag step.

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Order Add Tag

App connector: Shopify • Time to complete: 1 minute
Why this matters: This action applies a standardized tag to your Shopify orders, making it easy to identify and filter subscription purchases for reporting and customer service.

The Order Add Tag step adds the "recharge-payments-order" tag to the corresponding Shopify order using the external order ID captured from Recharge. You can customize the tag name in the "tag" field if you prefer a different identifier for subscription orders. The step automatically maps the Recharge order to its Shopify counterpart and applies the tag immediately. This tagged order data becomes available in your Shopify admin for filtering, reporting, and automated follow-up workflows.

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Make it your own!

Customize this workflow even further:

Set custom subscription tags by product type
Configure different tags based on subscription frequency or product categories, such as "monthly-subscription" or "coffee-subscription" for more granular order organization.
Send notifications to your team
Add email or Slack notifications after tagging to alert your fulfillment team about new subscription orders that need special handling or expedited processing.
Update customer records automatically
Connect to your CRM or customer database to flag subscription customers with special status, enabling personalized marketing and retention campaigns.
Create follow-up email sequences
Trigger automated email workflows for subscription customers, such as onboarding series, usage tips, or renewal reminders based on their subscription type.

Common questions

Will this workflow tag existing orders that were placed before I activated it?

What happens if the same customer places multiple subscription orders?

Can I change the tag name after the workflow is already running?

Ready to tag orders when customers make subscription purchases?

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Need help? Our automation experts will help you personalize this workflow for free. Contact support