How to use tags to make your data more useful and insightful
This article will walk you through how tags work and what you can do with them.
Adding a Tag to an order
Tags work by appending a piece or pieces of information to an order that you can then use later to report on. You can add a tag to any order, API or Bulk.
Tagging API Sales
You can add a tag systematically via the API. With our new Version 2 of our API, there is the ability to pass your tag(s) through.
Tags take the form of an array of tags: "tags": ["tag1","tag2","tag3"].
So if you wanted to report on the type of customer, the name of the company the customer works and their geographic location you could setup your tags like this:
"tags": ["Enterprise Customer", "ACME Bank", "North"],
For more information on how to implement this and the rest of our new API check out our API version 2 documentation here: http://docs.reward.cloud/
When placing a Bulk order you have the option to add a tag(s) manually to that order which will be applied to all the codes in the order.
If you want to add multiple tags you can, simply separate each one with a comma.
Reporting on a Tag
Once you have added a tag, what can you do with it?
Well with tags associated with your orders, you can now report on them in Order History.
You will see each of the tags you have added in a new filter. Simply choose the Tag you are interested in and see all your results filtered immediately to reflect your choice in Tag.
So if you want to see all sales placed by customers from "Advanced Customer", you can:
You can also download your results from Order History and see every tag associated with each order. Once in Excel you can sort the data however you wish.