Subscription auto-tagging
Automatically tag customers based on subscription milestones for segmentation and automation.
Subscription auto-tagging applies a Shopify customer tag when a customer reaches a subscription threshold you define.
Use the tags for Klaviyo segments, merchandising rules, lifecycle campaigns, or VIP treatment.
Where to configure it
In Roadmap, open Subscriptions → Subscription Auto-Tag Settings.
Set it up
Order count vs product count
Counts the total number of subscription orders across all of the customer’s contracts.
Use this when you want to reward order frequency.
Counts the total number of subscription product units bought across subscription orders.
Use this when product commitment matters more than order count.
How rules are applied
Roadmap checks the customer total using your selected method.
The highest matching threshold wins.
When a higher threshold is reached, the previous auto-tag is removed.
Manual Shopify tags are never touched.
If you create rules for 1, 5, and 12, a customer at 12 only gets the 12 tag.
Worked example
A customer places 3 subscription orders.
Each order contains 1 coffee and 1 mug.
Order count
3
Product count
6
Best practices
Use one naming pattern across every rule.
Keep thresholds easy to scan.
Use dedicated tags for this feature.
Keep permanent access tags separate from milestone tags.
Troubleshooting
Tag not applying
Check these first:
Enable subscription customer auto-tagging is on
you clicked Save Settings
the customer reached the threshold for the selected count method
Wrong tag applied
This usually means the count method is not the one you intended.
Review whether you want Order count or Product count.
Earlier tag disappeared
This is expected behavior.
Only the highest matching auto-tag stays on the customer.
Frequently asked questions
Related guides
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