How to Use Tags in Shippo

Using tags to manage your orders is easy in Shippo! This article guides you through creating, adding, editing, viewing, filtering, and automating tags.

This feature makes performing bulk actions like bulk-editing orders and bulk-purchasing labels easier. It also allows you to filter orders and differentiate specific groups of customers quickly.

Create a New Tag

To create a new tag on the Settings Page:

• Visit the Tags tab
• Click the Create Tag + button
• Select the icon you would like to use to tag a specific set of orders and enter a tag name
• Click the Save button

 

To create a new tag on the Orders Page:

• Visit the Orders page
• Hover or click on the + button found in the Tags column of the order
• Select + New tag

NOTE: The tag name is not case-sensitive and is limited to 13 characters Tags can have the same icon but not the same tag name (e.g., “Insurance” and “INSURANCE” are considered to be the same) An unlimited number of tags can be created

 

How to Add, Remove, and Edit Tags

To add a tag to an order in Shippo:

• Visit the Orders page
• Click the + icon found in the Tags column
• Select the tag you would like to apply to the order

NOTE: An unlimited number of tags can be assigned to an order

 

To add a tag to multiple orders in Shippo:

• Visit the Orders page
• Select your orders by checking the box on the left side of each order
• Click Tag found in the top navigation bar
• Select the tag you would like to apply to the selected orders

 

To delete or edit a tag in Shippo:

• From the Settings page, visit the Tags tab
• If you would like to delete a tag
  • Click the trash icon to the right of the tag name
• If you would like to edit a tag
  • Select a new icon or enter a new tag name, and the change will automatically be saved.

NOTE: Deleting a tag will remove the tag from assigned orders and automation rules Editing a pre-configured tag will update the icon and text on tagged orders

 

How to Filter Orders by Tags

To filter your orders by tags:

• Visit the Orders page
• From the top navigation bar, click Tags
• Select your tags by checking the box on the left side
• Click Apply

NOTE: Filtering orders by multiple tags will show all orders that have at least one of the selected tags applied to them

 

How to Use Automations with Tags

To create an automation rule on the Settings page:

• Visit the Automations tab
• Click Create New Rule
• Select an “If” property for which orders your rule should apply to
• Select the “Assign tag” action to your automation rule and select the correct tag
• Give your Automation Rule a name (required)
• Click Save Rule
• Click Run Automations

NOTE: To learn more, please visit How to Set Automation Rules in Shippo  Currently, only one tag can be applied to an order through automation. We will be upgrading this in the future.