As a business owner, you may want to track the delivery method of the order. This is where our simple delivery method criteria can be useful.
How to use the criteria
To create a workflow using this criteria, click on the Create New Workflow button from the main Workflows view:
Then click Get Started:
Define the trigger to determine at which point you would like the workflow to run, we recommend selecting the trigger when orders are created.
Click the Add criteria to my workflow button:
The Delivery Method criteria can be found within the Fulfillment category in the Select criteria pop-up.
Click the Add Criteria button on the bottom left.
Select the conditions you would like to track.
Choose the name of the tag you'd like to see on all orders that match this workflow and enter it into the Add tags when the workflow matches section.
In this example, we have used the tag “Pick Up“:
Saving and naming your workflow
It is mandatory to name your workflow to save or edit it. Otherwise, you won't be able to save the changes or even test them. Then, check the summary of your workflow, and if happy, either Test your Workflow against an existing order or hit Save Workflow:
Is this workflow compatible with Backdating?
Yes, this workflow is available to backdate using our backdating service.