Tags

Overview

A tag is a simple label you attach to records to group and target them. One tag has just two things — a name and a type — and the type decides what the tag can do.

Tags are the connective tissue of the admin console: the same label lets you filter members, pick the products a voucher covers, or route a chit to the right printer. You create them once on the Tags screen, then reuse them everywhere.

How it works

The four tag types

When you create a tag you pick one type. The type is fixed — a tag works only in the area its type belongs to.

Type	What it tags	What it drives
user	Members	The Members filter sidebar and tag-based communications.
product	Products	Voucher and discount product selection, plus category time-slots and printer/KDS routing.
outlet	Outlets	Grouping and filtering outlets.
item	Display devices	Which tickets a KDS or eSignage screen shows.

User tags

A user tag (sometimes shown as a "loyalty tag") labels a member. User tags do two jobs.

First, they power the Members list. On the left filter sidebar, every user tag appears as a chip — click it to narrow the list to members carrying that tag, alongside the other facets (gender, status, joined date, and so on). See Members.

Second, they let you message a segment. In Marketing → Tag-based communications, you choose one or more user tags, and the screen shows a live "target customer quantity" count of who they'd reach before you send an SMS, email, or voucher to that group.

Product tags

A product tag labels a product, and it's the busiest tag type. Once products carry a tag, you can reference the whole group by tag instead of ticking products one by one:

• Vouchers — when a voucher applies to specific products, you can select them By Tag. See Vouchers.
• Discounts — the same By Tag selection drives a discount's product rule, and a Buy X get Y free rule can mix & match across a tag. See Discounts.
• Category time-slots — on a product category, a tag narrows which products a time-slot applies to.
• Printer and display routing — a register's printer can carry a Tags filter, so only chits for tagged products print there; KDS and eSignage screens filter their tickets by tag the same way.

Outlet tags

An outlet tag labels an outlet. You add them on the outlet form (see Default setup below) and use them to group or filter outlets.

Item tags

An item tag is used by display-device accounts. When you set up a KDS, waiter, or eSignage screen, its Tags field decides which tickets it shows — pair it with a category filter to give each screen exactly the orders it should handle. These devices are configured under Devices.

Tags are per-merchant

The tags you create belong to your merchant and are shared across all your outlets. A separate cross-merchant tag admin exists for Rewardly staff (superAdmin only) and isn't shown to merchant operators.

Default setup

Bean & Brew example: tag the seasonal drinks so a single voucher can cover the whole festive range without re-editing it each winter.

1. In the sidebar open Tags, then click Create.
2. Fill in:
   • Name — Seasonal
   • Type — product
3. Save. You now have one product tag called Seasonal.
4. Open each seasonal drink under Products, and add Seasonal to its Tags field. (You can also tag many products at once via the product import / export.)
5. When you build the festive voucher or discount, choose By Tag and pick Seasonal — every tagged drink is included automatically.

Next winter, adding a new drink to the promo is just a matter of giving it the Seasonal tag — no need to reopen the voucher.

Creating tags inline

You don't have to visit the Tags screen first. Wherever a form has a tags field, a + Add new tag prompt lets you create a tag on the spot — it's created (or looked up if it already exists) and selected straight away.

You'll find inline tag creation on:

• The product form and product category form — creates a product tag.
• The outlet form (Outlets → Edit outlet → Main tab) — creates an outlet tag.
• A discount program's product rule — creates a product tag.

Tags created inline appear on the Tags screen afterwards, where you can rename or delete them.

Advanced options

Tag fields

There's not much to a tag — that's the point.

Field	What it does
Name	The label shown on chips, filters, and pickers (e.g. Seasonal, VIP). Required.
Type	One of user, product, outlet, or item. Sets where the tag can be used. Required.

Renaming and deleting

Open any tag on the Tags screen to rename it, or delete it from the list. Renaming updates the label everywhere it's used. Deleting a tag removes it from the records it was attached to, so a voucher or filter that relied on it will no longer match those products or members — check what uses a tag before you remove it.

Pick the right type the first time

A tag's type decides which screens can see it — a user tag never appears in a product picker, and a product tag never appears in the Members filter. If a tag isn't showing up where you expect, it's almost always the wrong type. Create a new one with the correct type rather than trying to repurpose the old one.

Related

• Members — user tags drive the Members filter sidebar.
• Marketing — send tag-targeted SMS, email, and voucher blasts.
• Vouchers — select covered products by product tag.
• Discounts — product-rule and mix & match selection by tag.
• Devices: KDS & displays — item tags route tickets to screens.