Shopify tags and metafields

shopify brands can enhance their integration with roster by utilizing shopify's tags and metafields this allows brands to efficiently manage ambassador data and e commerce activities easily identify ambassadors using roster tags, automate customer creation, and leverage order level tagging for better program insights additionally, shopify metafields enable storage of detailed data on orders and customers, further enhancing tracking and reporting capabilities within the shopify ecosystem video walkthrough video transcript this is a transcript from the loom video walkthrough \[00 00] hey, this is jeff at roster in this video, i'm going to show how shopify brands can get more value out of the shopify and roster integration by leveraging some of the tags that we add in, in shopify, as well as the usage of shopify's metafields \[00 15] so let's jump right in the first thing i'm going to point out is how you can automatically find your shopify customers who are ambassadors in one of your programs \[00 26] so here in this, um, ambassador program that i have, i have 194 total members, and i'm going to open up the settings for the program and then click on the integrations tab \[00 37] and if, if i have connected my shopify store, then i will see a shopify card right here and, um, by default, these are not checked, but you can turn these on and the first, the first toggle is to tag shopify customers \[00 52] and when you enable this tag roster, we'll take all of the contacts in your program and find their corresponding shopify customer record \[01 04] and it will add the program tag to their contact or to the customer in shopify and the program tag is we actually use what's called a program key \[01 14] if you look down at the bottom of the page here, there's another card that says program key, and it has a value in it \[01 20] and we add it we just basically call it roster dash and then the name of the program and then dash \[01 25] and then we give it a unique, uh, suffix so if i was to copy this key right here, now that i've turned this on, um, then what i can do is i can come over it \[01 36] well, before i go over there, let me explain the other toggle the other toggle list is let you, um, choose if you want new customers in shopify to be created when an ambassador in your roster account doesn't exist as a customer in your shopify account \[01 51] so if you turn this on and then you add somebody in roster to the ambassador program, if they don't exist in your life \[02 00] your shopify store, then roster will automatically create them as a new shopify customer and that way they would exist with the matching email \[02 07] and then this sub, um, toggle right here just indicates whether or not when a new customer account is created by roster, do you want that to trigger the new customer registration email or the account registration email that shopify normally sends out? \[02 23] so if you turn this on um, then roster will tell shopify to go ahead and send that account registration email \[02 29] otherwise it won't be sent by shopify okay so let's take a look at what this is, how this looks in shopify \[02 37] so if i come over to my shopify store and i click on customers in the left hand navigation and pull up all of my customers, um, in the top here, i get shopify's little filter, which really cool \[02 49] because just kind of does a bunch of magic for you and i just have to basically paste that in um, there we go \[02 59] okay so it automatically basically created that query for me, which is nice and then i can just click run and it looks like it found 193 customers \[03 07] i'm not sure why there's not 194 there should be this is a demo account so there's actually kind of a lot of garbage data \[03 16] so we'll just blame it on that um, but i do see here that it found, um, 193 customers that, which represents, uh, this percentage of my customer base \[03 26] and now i know that all of these are customers in shopify they have, um, they exist inside of my roster account, specifically in the ambassador program \[03 38] then once i've run that query, if i come to the top of the page in shopify admin, i can click the save button and it will save this segment for me \[03 46] so i can say, um, uh, ambassadors in roster okay, cool so now it created a segment for me and what's really cool about having this customer segment for my ambassador program, um, is that i can then do custom things like i could apply an automatic discount to anybody who logs in, who's in this segment \[04 08] , and you could automatically apply a discount to their orders there's a lot of shopify apps that let you essentially create like a pro program or an industry program and do automatic benefits, um, based on their tag \[04 22] so if i was to click on one of these contacts, and you can see here, this is an old tag from an old demo account, but you can see here how that roster tag appears inside \[04 33] um, you can also see that roster actually originally created this contact, um, based on that setting in the program settings and roster \[04 42] so, and then and what's really nice is if i was to come into my, my roster account and find one of my ambassadors, let's pick on jasmine here, um, if i was to remove jasmine from the ambassador program, then roster will automatically sync that she has been removed from the ambassador program \[05 12] and then that would be reflected inside of the shopify store so you can see now that count already went down by one \[05 20] so jasmine has automatically been removed and if i add anybody new in the future, they would automatically be added into the shopify segment as well \[05 30] so it's a really great way of keeping track of things uh, okay so that's the customer level tags then i want to talk about one other type of tag, which is an order tag \[05 40] so in roster, we do sales attribution there's two different types of attribution there's referred orders and then there's personal orders \[05 50] so this is an example of a referred order and i can click on this link right here and it will take me into my shopify admin \[06 00] oh, this is not actually old data from a previous account so let's see here i think this data belongs to a different store \[06 11] try one more oh, okay so yeah, that's an old, that's old data, unfortunately so, okay so if i come to my shopify store and i click on orders, um, if i scroll over or whatever \[06 25] since i have tags in the last column here, you might have it somewhere else but if i come to the tags, i can see that there are several different tags here \[06 33] um, there's roster referral via code so that would be somebody made a referral and the customer used an ambassador's discount code \[06 43] and then there's another tag that says roster referral via link so this customer made a purchase purchase from an ambassador's referral link \[06 51] and then there's a third tag that says roster reward and this is an ambassador who redeemed a product reward and so there's three different types of tags \[07 02] so you can now, just like we did with customers, you could come in here and add a filter for, based on order tags, tagged words \[07 13] with, i could do roster reward there we go okay, cool so now i have the ability to easily see all of the, i can do save as, roster, roster rewards \[07 37] so now i have a segment that i can easily come back to that shows me all of the rewards that are going out through the ambassador program, and you could do the same thing for a referral \[07 45] okay so, um, let me talk a little bit more now about the metafields that roster uses so metafields is, um, it's really kind of a lower level detail that implementation that shopify provides \[08 00] it allows developers to put additional information about objects like orders and customers into the, um, uh, a brand, a merchant store, and then you, you're able to do either the developer or the brand is able to do additional things with that \[08 15] so at roster, we have, um, whenever, uh, order comes from roster, either as a referral or or as a reward, we'll put this additional information inside the order itself as metafields \[08 31] so you can see here that this order came in from a referral and the method was discount code and the code that was used was joseph thomas \[08 41] and then you can see who the ambassador was, who owns that discount code it looks like it's joseph thomas and then this is their id \[08 49] so you can actually paste this into roster or their email address to go look up that ambassador if you need to \[08 55] and what's kind of cool about metafields is you can choose to pin some of these so if it's important to you to know the attribution method source and we could do the reward source reward trigger, and then you could do an investor name and email for example \[09 14] and now that i've pinned those, when i come back into an order, uhm, the metafields block now has those fields already there visible for me \[09 28] so i can see those without actually having to click through to it and then if i was to come into an order that came from the reward \[09 37] i would see the reward metafields populated so i can see that, uhm, matthew leonard got this reward for completing a campaign and the campaign is the, is the ugc campaign \[09 51] so it's really helpful to just kind of tie that all together okay and then one last metafield that roster sets is on the customer level \[09 59] and this indicates a customer has a who was referred so if i come into an order that was because of a referral and then i click through to the actual customer and i view the metafields, then i can see here that john glover, and here's his email, is the one who referred this customer in shopify, uh, \[10 22] using the email let's see, let me come back to the order oh, uh, come back to there now i'm getting lost \[10 34] let's come back into here um, looks like it was from a discount code so that's just, um, a, a real brief introduction into the tags and metafields \[10 48] there's a lot more you can do there's apps by shopify called flow and other apps that let you do advanced reporting and advanced logic \[10 57] so you could do some pretty cool things now that you have some of that lower level data available to you that is coming in from roster to your shopify store \[11 06] if you have any questions about how this all works or have any specific feature requests, definitely let us know we're happy to help out and help brainstorm with you \[11 13] in the meantime, have a great day thanks step by step instructions enable program level tagging in shopify click on programs in the left hand navigation click on settings for the program you want to integrate in program settings, click on the integrations tab within the shopify card, enable tag shopify customers roster will tag contacts in your ambassador program with a program tag in shopify optionally enable create new shopify customers this ensures any program members who do not exist in shopify are automatically created as customers in your shopify store optionally enable sending shopify's account registration email when new customers are created by roster use shopify customer tags for customer segmentation while still on the integrations tab in program settings , copy the program key in your shopify admin, click on customers use the filter to search for customers tagged with the program key added by roster save the result as a segment, e g , "ambassadors in roster" utilize this segment to apply automatic discounts or other shopify app based benefits use shopify's order tags to identify orders originating from roster ambassadors go to orders in the shopify admin use filters to filter and organize orders based on roster tags roster referral via code referred order from a customer using an ambassador's discount code roster referral via link referred order from a customer using an ambassador's referral link roster reward orders redeemed as ambassador rewards save each filtered view as a segment to easily track referral orders and rewards manage and use metafields access an order in shopify created by roster, either by referral or reward check the metafields section for detailed information, like the discount code used, the ambassador's name and id, or email pin important metafields for quick access for customer level metafields, view the customer in shopify to see referral information such as the referrer's name and email use shopify tools like shopify's https //apps shopify com/flow app for advanced reporting and logic based on these metafields need help? if you need any additional assistance with with your roster account, feel free to contact our support team at mailto\ support\@getroster com we're here to help!