How it works

Follow these 5 simple steps to start automatically tagging orders based on their value

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Order Created
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This trigger monitors your Shopify store for new orders and instantly captures all the order data needed to evaluate its value and apply the appropriate tag.

When a customer completes their purchase, this step automatically collects the order details including the total price, order ID, and other essential information. No configuration is required - the trigger works with your existing Shopify store connection. The captured order data gets passed to the next step where MESA evaluates whether it's a high-value or low-value order based on your defined thresholds.

Path 1 Rule
App connector: Paths • Time to complete: 1 minute
Why this matters: This rule determines which orders qualify as "high value" by comparing the order total against your specified minimum threshold.

You'll set the minimum dollar amount that defines a high-value order in your store. The default value is $100, but you should adjust this based on your average order value and business goals. When an order's total price equals or exceeds this amount, the rule passes the order data to the next step for high-value tagging. Orders below this threshold won't trigger the high-value tag action.

Order Add "High Value" Tag
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This action applies the "High Value" tag to orders that meet your high-value criteria, making them easily identifiable in your Shopify admin for prioritized handling or special promotions.

This step automatically runs when Path 1 Rule determines an order qualifies as high-value. It takes the order ID from the previous steps and adds a "High Value" tag directly to the order record in Shopify. You can customize the tag text if you prefer different wording like "VIP Order" or "Premium Customer." The tagged orders will immediately appear in your Shopify admin with the new label for easy filtering and management.

Path 2 Rule
App connector: Paths • Time to complete: 1 minute
Why this matters: This rule identifies orders that fall below your specified threshold, allowing you to tag lower-value orders for different treatment such as automated follow-up campaigns or cost-effective fulfillment processes.

You'll configure the maximum dollar amount that defines a low-value order, with a default setting of $100. Orders with totals at or below this amount will be passed to the low-value tagging action. This helps you segment your customer base and apply different marketing or fulfillment strategies based on purchase value. Orders above this threshold won't receive the low-value tag.

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Order Add "Low Value" Tag
App connector: Shopify • Time to complete: 0 minutes (Auto-configured)
Why this matters: This action tags orders below your threshold as "Low Value," enabling you to create targeted workflows for smaller orders such as encouraging repeat purchases or offering volume discounts.

When Path 2 Rule identifies a qualifying order, this step automatically adds the "Low Value" tag to the order in Shopify. The tag appears immediately in your admin panel, allowing you to filter and manage these orders separately from high-value purchases. You can modify the tag name to match your preferred terminology like "Standard Order" or "Growth Opportunity" depending on your business approach.

Make it your own

Customize this workflow even further:

Set different value tiers
Create multiple path rules to segment orders into Bronze, Silver, Gold, and Platinum categories based on different dollar thresholds, giving you more granular customer insights.
Trigger follow-up email campaigns
Add email steps that send personalized messages - like VIP thank-you notes for high-value orders or discount codes for low-value orders to encourage larger future purchases.
Update customer tags automatically
Extend the workflow to also tag the customer record based on their order value, helping you build customer segments for targeted marketing campaigns.
Connect to loyalty programs
Use the order value tags to automatically award different point amounts or tier upgrades in your loyalty program based on purchase size.

Frequently asked questions

Can I set different thresholds for the high-value and low-value tags?
Yes, you can set completely independent thresholds. For example, you might tag orders over $150 as "High Value" and orders under $50 as "Low Value," leaving orders between $50-$149 untagged for standard processing.
What happens to orders that fall between my high and low value thresholds?
Orders that don't meet either threshold criteria simply won't receive any value-based tags. They'll process normally through your store without additional tagging, which is perfect for your standard order range.
Will this workflow override existing tags on my orders?
No, this workflow only adds new tags to orders. Any existing tags on the order will remain intact, and the new value tags will simply be added to the existing tag list.
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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