Create Tags

    Content of this article

    1. Preliminary Remarks
    2. Create and Manage Tags

    1. Preliminary Remarks

    Tags are the basis of selling paths, reports and sales-based rules and can be created in the plenigo Merchant Backend. Tags can be assigned to offers to make them either the source or the target of a sales rule. The stored sales rule then controls the desired purchase options for the customers via selected source offers.

    2. Create and Manage Tags

    Create a Tag

    • Click on +Add Tag. A dialog window opens.
    • Enter a Name*.
    • Select a Category* for which the tag is to be used.
      • Reports: required for accounting.
      • Selling Path: required for selling paths. For creating a selling path, two tags must be created. One tag for the source offer and one tag for the target offer.
      • Custom: not linked to any Merchant Backend function. The tag can be assigned to a certain offer type, for example, and called via the API (filter function).
      • Rule: required for sales-based rules. For creating a sales-based rule, one tag must be created which is then assigned to the source offer.
    • Optionally, add a Description.

    Manage a Tag

    All tags already created are listed in the list view.
    Each one of the tags can be deleted or edited.
    Published