Pratikkumar P. Gaikwad | 15 min read | June 25, 2020

Customer Group Pricing | Customer tags in Shopify

1. QuickRead

Some retailers may have one primary client base – a local boutique that, for example, sells to millennial women or a restaurant supply store that serves professionals in the industry.
It is much more likely, however, that clients of a retailer can be divided into several distinct groups. Take a brand of athletic accessories that sells products to help improve performance or relieve pain. The client base may include any of the following:
  • Individual customers, purchase goods for their own usage
  • Other retailers, who buy wholesale products to sell in their own stores
  • Doctors or physiotherapists, buying products to supply their patients
That brand needs to be able to independently evaluate the performance of each of these groups, as they buy products from different channels in drastically different quantities. You need to be able to set unique prices and run unique promotions for different groups. You need to be able to classify every audience individually and to appeal to them.
That is where groups (or tags) of customers come in. Read on for more information on customer groups and how to use them in Shopify

2. Creation and use of tags in Store

Products can be labeled with tags, transfers, customers, orders, draft orders, and blog posts. You can use it for searching and filtering after you add tags to help you stay organized while working in Shopify. Customers are not likely to use tags so the online store search utilizes tags to categorize items and arrange search results for consumers.
One way tags can be used is to group related products so you can make changes to them faster. You might add the ‘Summer’ tag to related products for example. You could search for the ‘Summer’ tag on your Products page at the end of the season to get a summer product list and use a bulk action to hide them from your sales channels.

3. Types of Tags

In Shopify, a custom set of tags can be created for every section where tags are used. When creating a tag in a given section, it will not be copied to the other sections where tags are used. For instance, you might want to organize orders by tags such as packed or tested but use tags such as tax-exempt or wholesale to describe some of your clients. Each tag type corresponds to the section that can be organized by

Product:-

Add and remove tags on its details page for a product. Please see all product tags on any product details page. On the Products page and the Inventory page, filter products by tag. Use product tags as criteria of selection when building an automatic collection, or as filters when creating a menu. The branded items would surface in search results as a consumer looks for a word that fits a label name, even if the tags are opaque to consumers. Up to 250 tags may be added to any object.

Transfer:-

Add and remove tags on its Details page for a specific transfer. View all transfer tags from the details page of any transfer. On the Transfers page, filter transfers by tag.

Order:-

Add and remove the tags for a particular order on the details page. Filter orders by tag on the Orders page.

Draft order:-

Add and remove the relevant draft order tags on the information tab. Display all draft order tags from every draft order details page. Filter draft orders by tag on the draft order page. If you create an order from a draft order, the tags are forwarded and applied as document tags.

Customer:-

Add and remove tags for specific customers on their page details. View all customer tags on the Customer Details page. Select customers by tag on the Customer page.

Blog post:-

Add and remove the tags for a particular blog post on the details page. Filter new posts on the blog post page by tag.

4. Insert or Add a tag

You can add a tag when creating or editing products, transfers, orders, draft orders, customers, or blog postings.
Phase by Stage:
  • In Shopify, open the specific product page, transfer, order, draft order, customer, or blog post details page.
  • Enter the name of a tag you want to include in the Tags section, or pick it from the list of current tags. If you enter a new tag name, this will be created automatically for future use in the section.
  • Click the Save button.
Note.
Tags affiliated with commissions and draft orders may contain up to 40 characters. Tags associated with products, customers, transfers, and blog posts may be up to 255 characters long. Just use the marks with ordinary letters, numbers, and hyphens-). Search results may be excluded by accented characters and other symbols.
You can also add a tag from the complete list that appears by clicking View all tags on the product page, transfer, draft order, or customer details.
Phase by Stage:
  • Click on View all tags in the Tags section.
  • From the list select a tag.
  • Click Apply Changes to Add.
Tips
Seek to use tags on things that you may need to easily find: phone orders, clients who need help, or seasonal merchandise.

5. Remove a Tag

Products, transfers, orders, draft orders, customers, or blog posts can remove a tag.
Phase by Stage:
  • In Shopify, open the specific product page, transfer, order, draft order, customer, or blog post details page.
  • Click the x next to the name of the tag you want to delete. Only the particular product, transfer, order, draft order, customer, or blog post will delete the tag.
  • Click the Save button.
You may also remove a tag from the complete list that appears when you click View all tags on the Product, Transfer, Draft Order or Customer Details page:
  • Click on View all tags in the Tags section.
  • Click the x next to the name of the tag you want to delete.
  • Click Apply changes to Add.

6. Search by Tag in Shopify

To help you find it easier, you can check for a tag you added to a package, move, request, draft order, customer, or blog post. The search returns any results which fit the name. Unless you have produced a tag but it’s not added to something, so there will be no search results.
Phase by Stage:
  • Enter the tag name in the search bar on Shopify.
  • View the results that match, and select a result to view it in detail.

7. Filter by Tag

You can filter the lists on the Products, Transfers, Draft Orders, Customers, and Blog posts pages using relevant tags. You may also use the product tag to browse the list of variations on the Inventory page.
See Filter Your Instructions to sort commands by name.
Phase by Stage:
  • To add a filter, click the drop-down menu on the relevant tab..
  • Under Select a filter, select the option ‘Tagged with’ to filter by tag.
  • Enter the name of the tag that you want to use as a filter.
  • To show a list of things with that name, click Add Filter.
When you apply more than one filter to a list, the filtered list contains only the items that match all the filters. An item not matching to one or more of the filters will not appear in the filtered list.

8. Other ways of tagging.

There are more ways to stay organized and use tags:
  • Use the tags to create an automated collection
  • Tag products to help customers find them in their search for your online store.
  • Filter with tags when creating a link to a collection in the browsing of your online store.
  • Use a bulk action to add tags for multiple items and remove those.

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