Organize better and increase efficiency by grouping customers and products using tags functionality.
Introduction
What is Global Metadata?
Global Metadata in Subbly is a powerful tool that allows you to create and manage Tags and Attributes to better organize and filter your data. You can access it by navigating to your Subbly Admin > Settings >Global Metadata.
Tags are labels you can assign to customers, orders, and products. They're useful for segmenting and filtering across different parts of the platform.
Attributes are specific to one-time products and are typically used when building bundles, helping customers filter product lists based on attribute values (e.g., ingredients, product types).
Practical Uses
How to Use Tags
Tags can be created and managed within the Tags section of Global Metadata. You can:
Create a tag for products (e.g., "vegan", "book product")
Tag customers (e.g., "new customer", "loyalty program")
Tag orders (e.g., "express delivery", "ship via UPS")
Where to Add Tags
Products: On the products section (Subscriptions, One-time products, or even Bundles), add tags directly from the section, like this for example :If you are using our website builder, you can take advantage of tags to filter which products will be displayed when using the Products element. After tagging the products as explained in the section above, you will be able to go into the Products element > click to Edit > Options > Filter by Tag and select which one you want to use:This can be pretty handy if you want to have separate pages to showcase different products or if you are trying to show specific lines of products organized by rows on the same page, for example.
Customers: From the Customer profile, scroll to the tag section and apply or create new tags.To remove a tag simply press X on the tag, without having to confirm the action. Or, you can add or remove a tag in the Customers section.
When in the Customers section, it's possible to add multiple tags at the same time.
Orders: Inside an individual Order summary, click the pencil icon to add tags.
Filtering with Tags
Once tags are in place, use them to filter views in your Subbly admin dashboard—very useful when managing large product catalogs, customer segments, or time-sensitive orders.
Advanced Filters menu at the Orders, Customers, and Subscriptions Lists has the option to filter by tags, which will certainly help you save time and quickly differentiate groups.
In this instance, it's always recommended to use tags when you want to have a more granular segmentation due to an exclusive offer, a sales season, limited edition products, etc.
Please note that in the Orders section, you can also use our stacked filters capability to filter multiple parameters at the same time. To learn more about this, go HERE.
Automation Example
You can set up automation to assign tags automatically. For instance, this is the example of automatically adding "NEW CUSTOMER" tag to your customers after a successful purchase:
Trigger: Purchase completed
Action: Tag customer as "NEW CUSTOMER"You can also tag orders by using the trigger Order created instead. Attributes
Attributes are ideal for filtering one-time products in customizable bundles. You can create attributes such as "Main Ingredient" and include options like:
Chicken
Beef
Vegetarian
Seafood
Pork
Steps to Use Attributes in Products
Go to Global Metadata > Attributes and create an attribute (checkbox or radio button).
Apply this attribute to your one-time products.
When creating a bundle, use the attribute to allow customers to filter the product list within the bundle builder (e.g., filter by "Vegetarian").
Apply "Main Ingredient" attribute to each one-time product from the bundle (e.g., Tomato Cream Soup = Vegetarian).
When building a bundle, enable filtering by this attribute option in the Appearance section of the bundle creation
Customers see only relevant products when filtering (e.g., only "Chicken" items when "Chicken" is selected).
Adding tags to your products and linking them to your website builder
If you are using our website builder, you can take advantage of tags to filter which products will be displayed when using the Products element.
After tagging the products as explained in the section above, you will be able to go into the Products element > click to Edit > Options > Filter by Tag and select which one you want to use:
This can be pretty handy if you want to have separate pages to showcase different products or if you are trying to show specific lines of products organized by rows on the same page, for example.
Deleting Tags and Attributes
How to Delete Tags
Go to Global Metadata > Tags.
Click the three-dot menu next to the tag.
Select Delete.Deleting a tag removes it from all products, orders, and customers it's assigned to
How to Delete Attributes
Go to Global Metadata > Attributes.
Click the trash bin icon next to the attribute.Deleting an attribute will remove the filtering functionality from bundle builders where it was used. The bundle remains intact, but products will no longer be filterable by that attribute.
FAQs
Q: Can I use the same tag for both products and customers?
Yes, the same tag can be applied to products, customers, and orders, but use them consistently for effective filtering.
Q: What’s the difference between checkbox and radio attributes?
Checkbox: Allows multiple values (e.g., a product can have "Chicken" and "Pasta").
Radio: Allows only one value (e.g., "Beef" or "Vegetarian", not both).
Q: Can I delete an attribute that's currently in use?
Yes, but this will disable filtering functionality for the affected products in bundles. The products will still be available but can't be filtered by the deleted attribute.
Q: What happens if I create a tag directly in a product or order?
If the tag doesn’t already exist, Subbly will automatically create it for you.
Q: Can automations assign tags automatically?
Yes, you can use automations to apply tags based on triggers like completed purchases.
