Tag Shopify Orders with Payment Gateway Information
Enhance your payment analytics by automatically tagging Shopify orders with the payment gateway used during checkout. This MESA workflow template adds a payment gateway tag to each new order, allowing you to track and analyze payment method preferences and performance over time. Gain valuable insights into customer payment trends to optimize your business strategy.
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How it works
3 steps to start automatically tagging orders with their payment gateway information
Order Created
Order Created
Retrieve Order
Retrieve Order
Update Order
Update Order
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Frequently asked questions
Will this workflow overwrite my existing order tags?
No, the workflow preserves all existing tags and simply adds the payment gateway name to the end of your tag list. If an order already has tags like "wholesale, priority", it becomes "wholesale, priority, shopify_payments" after the workflow runs.
What payment gateway names will appear as tags?
The tag will match exactly what Shopify records as the gateway name, such as "shopify_payments", "paypal", "stripe", "manual", or other gateway identifiers. These are the same names you see in your Shopify admin under order payment details.
Can I modify which payment gateways get tagged?
Yes, you can add Filter steps before the Update Order action to only tag orders from specific gateways. For example, you could set it to only tag orders from external gateways while skipping Shopify Payments transactions.
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