SubZero Subscriptions App offers powerful automatic tagging capabilities to help you manage customers and orders throughout the subscription lifecycle. These tags enable custom notification frameworks, enhanced customer segmentation, and improved reporting within Shopify.
Available Tag Types
Customer Tags
Automatically tag customers based on their subscription status and activity:
Active subscription tags - Applied to customers with active subscriptions
Cancelled subscription tags - Applied when customers cancel subscriptions
Failed payment tags - Applied when subscription renewal payments fail
Order Tags
Automatically tag orders based on their role in the subscription:
Initial order tags - Applied to orders that originated a customer's subscription
Renewal order tags - Applied to recurring subscription orders (not initial orders)
Use Cases
These tagging capabilities allow you to:
Create custom notification workflows via third-party email apps like Klaviyo
Filter shop functionality for specific customer segments
Enhance customer segments and reporting within Shopify
Build automated marketing campaigns based on subscription behavior
Setting Up Subscription Tags
Creating Customer and Order Tags
Important: Subscription tags can only be specified when creating subscription plans. It's not currently possible to edit these tags after plan creation.
How to configure:
When setting up subscription plan groups and plans
Navigate to the "Subscription group tag setup" block
Specify your desired tag options
Customer Tag Behavior
Active Subscription Tags:
Applied automatically to customers with active subscriptions
Remain on customer records throughout the subscription period
Removed within 24 hours if:
Subscription is cancelled or paused
Payment method expires or is declined
Customer doesn't renew at the end of their billing cycle
Example: For a monthly subscription, the active tag remains until the following month. If renewal succeeds, the tag continues for another month. If renewal fails, the tag is removed within 24 hours.
Cancelled Subscription Tags:
Applied immediately when customers cancel their subscription
Can coexist with active subscription tags if the subscription period hasn't ended yet
Removed immediately when customer purchases a new subscription only if the cancellation tag text matches exactly
Important: If a customer has a cancellation tag "cancelled-subscription" and purchases a new subscription with a different cancellation tag "cancelled-new", they will retain the original "cancelled-subscription" tag.
Order Tag Behavior
Initial Order Tags: Applied to the first order that created the customer's subscription.
Subscription Order Tags: Applied to all renewal orders (excluding the initial order).
Failed Payment Tags
Failed payment tags are configured separately from subscription plan tags.
Setup Process
Go to the Settings section of SubZero Subscriptions App
Scroll to "Billing and payment settings"
Click "Enable" next to the failed payment tag option
Enter your desired tag value in the "Failed payment tag" text box
Click "Save"
Failed Payment Tag Behavior
Applied when any customer subscription renewal payment fails
Removed when customer updates payment information or any billing succeeds
Global scope: Not specific to any subscription group or plan
Reflects the overall payment status across all of a customer's subscriptions
Tag Application Timing
When Tags Are Applied
Tags are applied automatically during these events:
Order creation
Subscription creation
Subscription cancellation
Payment failures
Processing Delays
Typical timing: Tags are usually applied within a few seconds of the triggering event.
Expected delays:
Active subscription tags: Applied within seconds of subscription purchase
Cancellation tags: Applied within seconds of cancellation
Order tags: Applied within seconds of order creation
Failed payment tags: Applied within seconds of payment failure
Best Practices
Tag Naming Conventions
Use consistent, descriptive tag names
Consider your integration needs (Klaviyo, other apps)
Plan for scalability across multiple subscription types
Tag Strategy Planning
Map out your customer journey and identify key tagging points
Consider how tags will work with your email marketing automation
Test tag behavior in a development environment before going live
Integration Considerations
Ensure your email marketing platform can handle tag updates
Set up appropriate segments in Shopify based on your tags
Monitor tag application to ensure proper functionality
Troubleshooting
Common Issues
Tags not applying: Check that tags are configured in the subscription plan setup
Tags not removing: Verify the exact tag text matches between plans
Failed payment tags not working: Ensure the feature is enabled in Settings
Need Help?
If you encounter issues with automatic tagging or need assistance with tag configuration, contact our support team for help.