Lifecycle Tags

Lifecycle tags allow you to automatically assign and update contact tags based on e-commerce events from your WooCommerce or Easy Digital Downloads integration. These tags enable powerful segmentation and workflow automation within Lindris.

Overview

When lifecycle tagging is enabled for an integration, the plugin automatically manages contact tags as customers progress through their purchase journey. For each lifecycle event, you can configure:

• Add Tags - Tags to automatically add to a contact when the event occurs
• Remove Tags - Tags to automatically remove from a contact when the event occurs

This automatic tagging system makes it easy to:

• Segment your audience based on purchase behavior
• Create targeted email campaigns for specific customer stages
• Build automated workflow journeys triggered by lifecycle events
• Track customer lifecycle progression

TIP

Lifecycle tags work seamlessly with Segments and Journeys in Lindris. Use these tags as criteria for segmentation or as triggers for automated workflows.

Easy Digital Downloads Events

The following lifecycle events are available when using the Easy Digital Downloads integration.

Order Events

Order Completed

Triggered when a customer completes a purchase.

Common Use Cases:

• Add customer, purchased tags to identify buyers
• Remove prospect, abandoned-cart tags to clean up previous states
• Track completed purchases for customer lifecycle segmentation

Configuration:

• Add Tags - Tags added when an order is completed (e.g., completed, order)
• Remove Tags - Tags removed when an order is completed (e.g., abandoned, cart)

Order Deleted

Triggered when an order is deleted from EDD.

Common Use Cases:

• Add deleted, order-removed tags for tracking
• Remove customer, active tags to reflect updated status
• Track refunds or cancellations

Configuration:

• Add Tags - Tags added when an order is deleted (e.g., deleted, order)
• Remove Tags - Tags removed when an order is deleted (e.g., completed, active)

Subscription Events

Requires EDD Recurring plugin

Subscription Renewed

Triggered when a subscription renewal payment is successfully processed.

Common Use Cases:

• Add renewed, active tags to identify active subscribers
• Remove churned, inactive tags when customers renew
• Track subscriber retention and renewal patterns

Configuration:

• Add Tags - Tags added when a subscription renews (e.g., renewed, active)
• Remove Tags - Tags removed when a subscription renews (e.g., churned, inactive)

Subscription Payment Failed

Triggered when a subscription renewal payment fails.

Common Use Cases:

• Add failed, inactive tags to identify at-risk subscribers
• Remove active, renewed tags to reflect current status
• Trigger dunning campaigns for failed payment recovery

Configuration:

• Add Tags - Tags added when renewal payment fails (e.g., failed, inactive)
• Remove Tags - Tags removed when renewal payment fails (e.g., active, renewed)

Subscription Expired

Triggered when a subscription expires without renewal.

Common Use Cases:

• Add expired, inactive tags to track lapsed subscribers
• Remove active, renewed tags to clean up subscription status
• Segment expired customers for win-back campaigns

Configuration:

• Add Tags - Tags added when a subscription expires (e.g., expired, inactive)
• Remove Tags - Tags removed when a subscription expires (e.g., active, renewed)

Subscription Cancelled

Triggered when a customer cancels their subscription.

Common Use Cases:

• Add cancelled, inactive tags to identify churned customers
• Remove active, renewed tags to reflect cancellation
• Trigger feedback surveys or win-back campaigns

Configuration:

• Add Tags - Tags added when subscription is cancelled (e.g., cancelled, inactive)
• Remove Tags - Tags removed when subscription is cancelled (e.g., active, renewed)

WooCommerce Events

The following lifecycle events are available when using the WooCommerce integration.

Order Events

Order Created

Triggered when a new order is created in WooCommerce.

Common Use Cases:

• Add new-order, pending tags to track order initiation
• Remove abandoned, cart tags when checkout is completed
• Track order creation for conversion analysis

Configuration:

• Add Tags - Tags added when a new order is created (e.g., new-order, pending)
• Remove Tags - Tags removed when a new order is created (e.g., abandoned, cart)

Order Completed

Triggered when an order status changes to completed.

Common Use Cases:

• Add completed, order tags to identify successful purchases
• Remove pending, processing tags to reflect fulfillment
• Track completed purchases for customer lifecycle

Configuration:

• Add Tags - Tags added when order is completed (e.g., completed, order)
• Remove Tags - Tags removed when order is completed (e.g., pending, processing)

Order Deleted

Triggered when an order is deleted from WooCommerce.

Common Use Cases:

• Add deleted, order-removed tags for tracking
• Remove pending, processing tags to reflect deletion
• Track refunds or cancellations

Configuration:

• Add Tags - Tags added when an order is deleted (e.g., deleted, order)
• Remove Tags - Tags removed when an order is deleted (e.g., pending, processing)

Subscription Events

Requires WooCommerce Subscriptions plugin

Subscription Renewed

Triggered when a subscription renewal payment is successfully processed.

Common Use Cases:

• Add renewed, active tags to identify active subscribers
• Remove churned, inactive tags when customers renew
• Track subscriber retention and renewal patterns

Configuration:

• Add Tags - Tags added when a subscription renews (e.g., renewed, active)
• Remove Tags - Tags removed when a subscription renews (e.g., churned, inactive)

Subscription Payment Failed

Triggered when a subscription renewal payment fails.

Common Use Cases:

• Add failed, inactive tags to identify at-risk subscribers
• Remove active, renewed tags to reflect current status
• Trigger dunning campaigns for failed payment recovery

Configuration:

• Add Tags - Tags added when renewal payment fails (e.g., failed, inactive)
• Remove Tags - Tags removed when renewal payment fails (e.g., active, renewed)

Subscription Expired

Triggered when a subscription expires without renewal.

Common Use Cases:

• Add expired, inactive tags to track lapsed subscribers
• Remove active, renewed tags to clean up subscription status
• Segment expired customers for win-back campaigns

Configuration:

• Add Tags - Tags added when a subscription expires (e.g., expired, inactive)
• Remove Tags - Tags removed when a subscription expires (e.g., active, renewed)

Subscription Cancelled

Triggered when a customer cancels their subscription.

Common Use Cases:

• Add cancelled, inactive tags to identify churned customers
• Remove active, renewed tags to reflect cancellation
• Trigger feedback surveys or win-back campaigns

Configuration:

• Add Tags - Tags added when subscription is cancelled (e.g., cancelled, inactive)
• Remove Tags - Tags removed when subscription is cancelled (e.g., active, renewed)

Configuration

Lifecycle tags are configured in the WordPress admin under Lindris → Settings → Integrations. Each integration (WooCommerce, Easy Digital Downloads) has its own lifecycle tagging configuration.

For each event, enter comma-separated tag names in the appropriate fields:

• Multiple tags can be specified using commas (e.g., customer, purchased, active)
• Tags are automatically created in Lindris if they don't already exist
• Tag names are case-insensitive

Customization with Filters

Lifecycle tags can be programmatically modified using WordPress filters. See the Hooks and Filters documentation for details on the lindris_{$integration}_track_{$event_name}_tags_to_update and lindris_track_tags_to_update filters.