Add Customer Tag (fixed tag)

Using a fixed Tag lets you automatically attach a predetermined tag to a customer when they submit a form. This helps you label, organize, and segment customers consistently — for example: “newsletter-signup”, “wholesale-lead”, “giveaway-entry”, etc.

To achieve this, please make sure the form is connected to Shopify Customers first. Learn more

🛠️ Steps to Add a Fixed Customer Tag

1. Open the app > click Forms > open the form you want to edit

2. Click the Integration icon on the left side > enable Shopify and click on Shopify option

3. Select the shopify attributes (on the right) to map with form fields (on the left). For example the Last name field of the form should be mapped with Shopify last name attribute,

⚠️ Email field on the form is required to be mapped with Email attribute of Shopify.

4. Tick on the checkbox Add fixed tags > add the tag you want to the field. You can add multiple tags separated with a comma

For example: wholesale, ordered, B2B

5. Click Save

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✅ What Happens After Submission

Once you set a Fixed Tag in the Shopify integration settings, the tag will be automatically added to the customer profile every time the form is submitted.

🧍‍♂️ 1. Customer Submits the Form

A customer fills out your form and clicks Submit.

🔄 2. App Updates the Shopify Customer Profile

After the submission:

• If this is a new customer, the app creates a Shopify customer record

• If the customer already exists, their profile is updated

• Your Fixed Tag is added instantly to their customer account. In the Tags section, you will see the tag(s) you added in the integration settings.