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How to use tags?

Organize better and increase efficiency by grouping customers and products using tags functionality.


Creating tags

You can create new tags to be used on products by clicking on the Tags button of any created product. Write down the name, press enter and click Save.

On the other hand, customers tags must be created when into a customer's profile following the same process described above:

To remove a tag from any particular subject, click on the X and confirm.


How to change tags for customers in a batch?

Head over to Customers Tab - Customers and below the filter tab, you will have a small checkmark with you can select in order to mark multiple or all customers at once. You can filter the customers if needed and select all of them as shown in the image below:

After selecting the desired batch of customers, you can click on the actions button below the filter settings and add/remove tags.

After clicking on the "Change tags", the following window will display where you can add/remove tags or select customers with a certain tag already.


Filtering by tags

Advanced Filters menu at the Orders, Customers, and Subscriptions Lists have the option to filter by tags, which will certainly help you save time and quickly differentiate groups.


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