Shopify - How to exclude orders

Follow the steps below to exclude order from being sent into ProfitMetrics from Shopify


Use order tag 'pm_exclude' to exclude orders from automatic ProfitMetrics import:

Select method
Exclude orders using Shopify Flow
Exclude orders using other apps

All Shopify Knowledge base articles


Exclude orders using Shopify Flow
(For Shopify Advanced and Shopify Plus)

  1. Search for "Shopify flow" (or download here)
    How to Create a Shopify Flow Workflow to Add Tags - Step 6
  2. Click Flow
    How to Create a Shopify Flow Workflow to Add Tags - Step 7
  3. Click Create workflow
    How to Create a Shopify Flow Workflow to Add Tags - Step 8
  4. Click Select a trigger
    How to Create a Shopify Flow Workflow to Add Tags - Step 9
  5. Select Order created
    How to Create a Shopify Flow Workflow to Add Tags - Step 10
  6. Click the "+" icon next to "Then"
    How to Create a Shopify Flow Workflow to Add Tags - Step 11
  7. Click Condition
    How to Create a Shopify Flow Workflow to Add Tags - Step 12
  8. Click Add Criteria
    How to Create a Shopify Flow Workflow to Add Tags - Step 13
  9. Set any criteria you want. This can be based on things like country, products purchased, price, discount codes, tags, and much more. For this example, we have set the condition to any order containing the discount code TEST.
  10. Click the "+" icon next to "Then"
    How to Create a Shopify Flow Workflow to Add Tags - Step 29
  11. Click Action
    How to Create a Shopify Flow Workflow to Add Tags - Step 30
  12. Click Add Order tags
    How to Create a Shopify Flow Workflow to Add Tags - Step 31
  13. Type pm_exclude
    How to Create a Shopify Flow Workflow to Add Tags - Step 37
  14. Click Turn on workflow
    How to Create a Shopify Flow Workflow to Add Tags - Step 38
  15. Click Turn on to confirm
    How to Create a Shopify Flow Workflow to Add Tags - Step 39

    All done. Any order tagged with "pm_exclude" will NOT be imported into ProfitMetrics. 

Exclude orders using any App

Any app that allows orders to be automatically tagged with user-specified tags can also be used.