2.1.1 How to add tags to a contact upon a successful purchase

The Connector Wizard plugin allows you to automatically add tags to a contact in your CRM when they purchase a product from your WooCommerce store. This helps you easily segment customers and trigger automations based on their purchase behavior.

Follow the steps below to add tags upon a successful purchase:

Step 1: Edit the Product

1. Log in to your WordPress admin dashboard.
2. Go to Products > All Products.
3. Edit the product for which you want to configure tags.

Step 2: Open Connector Wizard Settings

1. Scroll down to the Product data section.
2. Click on the Connector Wizard tab from the left-hand menu (see screenshot).

Step 3: Add Tags Upon Successful Purchase

1. Locate the option Add tags upon successful purchase.
2. Enter the tags you want to assign to the contact after they successfully purchase this product.
   Example: VIP-Customer, Course-Buyer, Subscribed
3. You can add multiple tags on one product.

Step 4: Save the Product

1. After adding your desired tags, scroll up and click Update (or Publish, for new products).
2. The settings will be saved automatically.

Result

When a customer successfully purchases this product, the specified tags will be added to their contact profile in your connected CRM.

Tip: You can also check these two related docs about applying tags:

• WooCommerce Purchase Trigger
• Apply a Common Tag for Each Order