How to tag many Shopify customers at once

To tag many customers at once, go to Customers in your Shopify admin, select the customers, click the menu icon next to Edit customers and choose Add tags. To reach more than one page of customers, select a whole segment. Removing a tag works the same way with Remove tags. A CSV import can tag customers too, but if you overwrite existing customers, Shopify replaces all their data, including their tags.

How do you add a tag to many customers?

On a computer:

1. From your Shopify admin, go to Customers.
2. Tick the customers you want. Tick Customer name at the top to select everyone on the page.
3. Click the menu icon next to Edit customers, then click Add tags.
4. Type the tag, for example cod-refused, or pick it from the list.
5. Click Save.

On the Shopify mobile app, open Customers, choose Select customers, tick the customers, then tap Add tags. Shopify's help says you can select up to 25 items at a time on a mobile device.

How do you select more than 50 customers?

Shopify lists at most 50 customers per page. To go further:

• Every customer in the store: with the All customers segment open, tick Customer name, then click Select all 50+ customers in your store.
• Every customer in a segment or search: open the segment or run the search, tick Customer name, then click Select all 50+ customers in this segment.

Then use Add tags or Remove tags as above.

How do you build the list first with a segment?

A customer segment is a saved filter of customers. Shopify's help says that to filter customers by tag, you create a segment. In the segment editor you write a filter such as customer_tags CONTAINS 'cod-review'.

Other filters Shopify documents include number_of_orders, amount_spent, last_order_date, customer_countries and customer_cities. Save the segment, open it, select all, and tag.

There is one gap for COD work: Shopify's segment filter reference lists no filter for payment method or cancelled orders. So you can't build a "refused COD orders" segment. Start from your orders instead, as in the next section.

How do you tag the customers behind a list of orders?

This is the common COD case: you have a list of refused orders and want to tag the people who placed them. The Orders page can tag orders in bulk, but it has no action that tags their customers. Shopify Flow can do it, because Flow lets you run a workflow by hand on orders you select.

First, mark the orders. In Orders, select the refused orders and use the bulk action Add tags to give them an order tag such as refused. For how to find them, see how to find cancelled COD orders in Shopify admin.

Then build a workflow once:

1. In Apps > Flow, create a workflow with the trigger Order created.
2. Add a condition: At least one of the order's tags is equal to refused.
3. On the True branch, add the action Add customer tags with cod-refused.
4. Turn the workflow on. Shopify only lets you run active workflows by hand.

The condition matters. An Order created workflow also runs on every new order, and the condition stops it from tagging anyone whose order doesn't already carry refused.

To run it:

1. In Orders, filter to the orders tagged refused so they are all on one page.
2. Select them, click the menu icon, and under Apps click Run Flow automation.
3. Select the workflow and click Run workflow.

Shopify limits a bulk run to 50 items, and they must all be on the same page, so work in batches of 50 or fewer. Try it on one test order before a full batch, and check that the customer got the tag.

For tagging refusers automatically as orders are cancelled, see automatic cod-refused tagging with Shopify Flow.

Can you tag customers with a CSV import?

Yes, but read the options carefully. Shopify's import steps are:

1. From your Shopify admin, go to Customers and click Import.
2. Click Add file and choose your customer CSV file (15 MB or smaller).
3. Optional: check Overwrite existing customers that have the same email or phone number.
4. Optional: check Add tags to customers in this csv and use these tags to create a segment.
5. Click Import customers.

What to know before you press import:

• Overwriting replaces everything. Shopify says that if you overwrite existing customers with the same email address or phone number, all of their customer data is replaced, including tags. A file with only cod-refused in the Tags column can remove tags you already use.
• Shopify doesn't say what happens to existing customers when the box is unchecked. Try a file with two test customers before you import a long list.
• Duplicates are skipped. Customers with duplicate email addresses or phone numbers are skipped during an import and aren't tagged.
• Tag format. In the Tags column, separate tags with commas. If you edit the file in a text editor, put the list in quotation marks, for example "vip,cod-refused".

If you do overwrite, export the customers first. In Customers, click Export, choose the customers, and include Customer tags under Fields included. Add your new tag to the existing tags in each row rather than replacing them. For customers already in your store, the bulk Add tags action is usually the safer choice.

How do you remove a tag from many customers?

1. Build a segment for the tag, for example customer_tags CONTAINS 'cod-refused'.
2. Open it, tick Customer name and select all customers in the segment.
3. Click the menu icon next to Edit customers, then Remove tags.
4. Choose the tag and click Save.

Shopify's help doesn't describe a single button that deletes a tag from the whole store. This method does the same job.

What should you know about customer tags?

• Tags aren't case sensitive: COD-Refused and cod-refused are the same tag.
• Use only letters, numbers and hyphens. Shopify says other characters can make items drop out of search results.
• A tag can be up to 255 characters, and a customer can have up to 250 tags.

A tag only changes checkout when a COD rule reads it, and only when the shopper is identified at checkout. See how to block COD for specific customers with tags. Khaleeji COD's refuser scan is another bulk route: it lists customers behind recent cancelled COD orders, and tags them only when you click Tag N customers.