How it works

Follow these 4 simple 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.

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.

Frequently asked questions

Will this workflow tag existing orders that were placed before I activated it?
No, this workflow only tags new subscription orders created after you enable it. The trigger responds to new Recharge order events, so historical orders won't be processed. If you need to tag existing subscription orders, you'll need to run a Time Travel for a one-time tagging process.
What happens if the same customer places multiple subscription orders?
Each new subscription order gets tagged individually with "recharge-payments-order." If a customer places separate subscription orders, each Shopify order receives its own tag. The workflow processes every new Recharge order regardless of customer history.
Can I change the tag name after the workflow is already running?
Yes, you can edit the tag name in the "Order Add Tag" step at any time. New orders will use the updated tag name, but previously tagged orders will keep their original tags. You may want to bulk update existing tags in Shopify if consistency is important.
What is a template?
Templates are pre-made workflows by our team of experts. Instead of building a workflow from scratch, these have all the steps needed to complete the task.
Can I personalize a template?
Yes! Every step can be customized to meet your exact requirements. Additionally, you can even add more steps and make it more sophisticated.
Are templates free?
Yes! Our entire library containing hundreds of templates are free to use and customize to your exact needs.

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