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How to use tags?

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


Product tags

You can create new tags to be used on products by clicking on the pencil icon on any of the created products (subscriptions and one-times).

Then write down the name, press enter and click Save.

To remove a product tag, click on the X and then confirm by clicking Save.

Using product tags on your storefront

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.


Customer tags

On the other hand, customer tags can be created or removed when into a customer's profile following the same process described above.

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.

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 that 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" option, 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.

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.

Below you'll find some pictures to identify these options:

Please note that on 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.

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