Order Tags

Order Tags are structured within Categories, and are incredibly useful to track specific orders, segment your database, and easily create targeted reports. For example, create an order tag for all orders purchased during a pick-up party or charity event. Then, easily search for this order tag to create a sales report or an email campaign to the customers with purchases. 

Create and Manage Order Tags

Order tags can be viewed, created and organized in the Order Tags page. From the Admin Control Panel (ACP) navigate to Orders > Tags. The table of existing order tags will display. For a brand new database, there may be no tag categories created or there may be tags used from the initial data import process. 

1

To add a new Tag Category (if it doesn't already exist) click on New Category.

2

Enter a new Category Name and choose the display option: checkboxes or drop-down menu.  Then click OK.

Category Name	The category name is used to label and organize the tags within the category
Display as	Option: checkboxes or drop-down menu Checkboxes allow for multi-select within a category A drop-down functions as a single selector for a category. (see examples below.)
Public	This is a feature only available for legacy clients to display questions and options for customers to select on the join list page of the website. Custom programming is required.  Contact the support Team for more information.

How Order Tags display in the order detail

3

Select the Category to add tags to. In the New Tag field type the name of the new tag, then click  Enter/Return to add the new tag. Continue adding all the tags to the category.  more tags can also be added later too!

Edit Order Tags

To change an existing category name or tag name, click the  edit-pencil to re-name each one.  Changing an existing order tag will also update all associated order records. Tags and Categories can also be re-organized and sorted using the arrows-icon to drag n' drop to a new location.  Categories and Tags can only be moved within their respective lists. 

Delete Customer Tag Categories or Tags

To delete a Tag Category or a specific Tag, use the trash-can icon.  When a Tag Category is deleted, all associated tags are also deleted and removed from order records.  When an individual tag is deleted, it is removed from all assigned orders too.