Automation

Overview

Order note & Order tag automation writes your customers' selected OPTIS options directly into the Shopify order — as an Order note and/or as Order tags — the moment an order is created. No manual copy-pasting, and no relying on staff to open each order and check the options.

• 📝 Order note — adds a note listing every selected option, one line item per section.

• 🏷️ Order tag — applies a fixed tag to every order with options, and/or custom tags based on which option/value was chosen (for example, tag rush orders, engraved items, or a specific color for picking/fulfillment).

• ⚡ Runs automatically on new orders, including unpaid ones (COD, pending payment) — you don't need to wait for the order to be paid.

Order note & Order tag automation is available on the Platinum plan and above. See Plans and feature availability.

Where to find it

In the app's left menu, go to Orders > Automation tab. You'll see two sections: Order note and Order tag.

Order note

1

Turn on Show selected options in Order Note.

2

(Optional) Open Customize Note to edit the note's content using Liquid/HTML

1. The default template lists each line item that has options, with one - Option name: value line per option:

{%- assign has_previous_item = false -%}
{%- for line in line_items -%}
  {%- assign property_size = line.properties | size -%}
  {%- if property_size > 0 -%}
    {%- if has_previous_item -%}{{ "\n" }}{%- endif -%}
    {{ forloop.index }}. {{ line.title }}
    {%- for p in line.properties -%}
      {%- unless p.last == blank or p.first contains '_bss' -%}
        {%- assign bss_p_first = p.first | replace_first: '_', '' -%}
        {{ "\n" }}- {{ bss_p_first }}: {{ p.last }}
      {%- endunless -%}
    {%- endfor -%}
    {%- assign has_previous_item = true -%}
  {%- endif -%}
{%- endfor -%}

Click View the Liquid variable list for the variables you can use:

Variable description	Liquid snippet
Line items	{% for line in line_items %} ... {% endfor %}
Name	{{ line.name }}
Title	{{ line.title }}
Variant title	{{ line.variant_title }}
Properties	{% for p in line.properties %} ... {% endfor %}

Made a mess of the template? Click Revert to default to restore the original one. 3. Under Writing behaviour, choose how the app should treat a note that already exists on the order:

• Keep existing order notes (Recommended) checked — the app appends the options as a new line below whatever note is already there.

3

Click Save.

4

Test Order Note

Click Test next to the Order note title, pick an order from your latest 50 orders that contain OPTIS options, and click Start test. The app writes the note to that real order right away so you can check the result in Shopify admin.

Order tag

Fixed tag

Turn on Fixed tag and enter a tag name (up to 40 characters) to apply that exact tag to every order that contains OPTIS options — useful for filtering "orders with custom options" in Shopify admin.

Custom tag rules

Custom tag rules let you tag orders based on which option/value the customer actually picked. Click Add tag and fill in:

Field	What it does
Tag rule	A name to help you identify the rule later (internal only, not the tag itself, max 28 characters).
Status	Enable/disable the rule without deleting it.
Option set	The option set to check.
Option	The specific option in that set to check.
Condition	How to compare the customer's selected value — see the table below.
Value	The value to compare against (or Any value, to match regardless of what was picked).
Tag name	The tag to apply when the rule matches. You can insert {{option_set}}, {{option_name}}, {{option_value}} — they're replaced with the real option set/option/selected value on the order. A live preview shows how the tag will look.

Shopify order tags are limited to 40 characters. If a rule's tag (including the substituted variables) goes over that limit, it won't be added to the order — check the Preview in the rule form before saving.

Click the number in the Tagged orders column to see which of your latest 50 option orders matched that rule — click a row to open the order in Shopify admin.

Test it

Click Test to apply your fixed tag and/or matching custom tag rules to a real order you pick from the latest 50 orders with OPTIS options.

How it works

• The app watches for new orders that contain OPTIS options and writes the note/tags automatically, usually within seconds — no need to open the order yourself.

• It also covers unpaid orders (e.g. cash on delivery, pending payment), not just paid ones.

• Matching for custom tag rules is based on the option's label as it appears on the product page. If you rename an option's label after creating a rule for it, or if two different options share the same label, the rule may stop matching or match the wrong option — update the rule after renaming a label.