Using your existing Shopify order tags to segment customers in your OuterSignal Signal Feed makes it easier to filter and analyze customer segments like B2B buyers, subscription customers, and more.
What Is Auto-Tag for Segmentation?
Auto-Tag for Segmentation lets you map your Shopify order tags directly into OuterSignal. When enabled, customers in your Signal Feed are sortable by the Shopify order tags associated with their purchases. This means you can instantly filter and analyze segments you've already defined in Shopify — no manual work required. For example, if you tag orders as "B2B" or "Subscription" in Shopify, OuterSignal will carry those tags through so you can segment and analyze those customer groups within the platform.
How to Set It Up
Step 1: Open Your Channel Settings
In the OuterSignal sidebar, go to Settings → Data Sources.
Find your Shopify channel and click the Edit button.
This opens the Edit Channel Settings modal for your connected Shopify store.
Step 2: Scroll to Auto-Tag for Segmentation
In the Edit Channel Settings modal, scroll down to the Auto-Tag for Segmentation section and expand it.
Step 3: Select Your Shopify Tags
You'll see a list of your existing Shopify order tags pulled directly from your store. Simply select the tags you'd like to bring into OuterSignal. Common examples include:
Subscription Recurring Order
B2B
Wholesale
VIP
You can select as many tags as you'd like.
Should you like to apply this to all historical orders, make sure to click the APPLY TO HISTORICAL ORDERS button.
Step 4: Add Custom Tags (Optional)
If you don't see a tag you need in the list, you can create a custom tag:
Scroll down to the "Or enter a custom tag" field.
Type in your custom tag name.
Click Add Tag.
Custom tags work the same way — OuterSignal will match them against your Shopify order tags during import.
Step 5: Save Your Changes
Click Save Changes at the bottom of the modal to apply your tag configuration.
Tips
Order tags, not Customer tags. For now, we only bring in tagged orders, not tagged customers.
Combine tags with Personas. Use auto-tags alongside OuterSignal's Personas feature to create even more refined customer segments.
Review your Shopify tags first. Make sure your Shopify order tags are clean and consistent before mapping them into OuterSignal for the best segmentation results.