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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-time products).

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.

Filtering by tags

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.

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

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.

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