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Tag a Presentation to Track Order Sources

Use presentation tags to track which marketing effort or display led to an order, create and apply tags in Tag Manager, and understand how presentation tags carry over to orders as order tags.

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Note: Applying a Presentation Tag will not retroactively apply the Tag to Orders that have already been placed. Tags will only be visible on the Seller side.


How-to


Create a new Presentation Tag

Tags menu in the Presentation Editor with Edit Tags option

In the Presentation Editor, click the Tag icon to open the Tags menu. Click ‘Edit Tags’ to open the Tag Manager.

Tag Manager with Create New button for adding a presentation tag

From the Tag Manager click ‘Create New’ and name your new Tag. You also have the option to add it a Tag Group.

Create New Tag dialog with fields for tag name and tag group

Click ‘Create’ to finish.

Create New Tag dialog ready to save the new presentation tag

Once the new Tag has been created, it will be added to your list to select.


Apply a Presentation Tag

From the Tag Manager, check the box for the tags you want to apply and click Save.

Tag Manager with checkboxes for applying presentation tags

The Tag will now be applied and you will see a number on the Tag icon that represents how many total Tags have been applied.

Presentation Editor showing the tag icon with applied tag count

Now, whenever a Buyer writes an Order through this presentation, the Order will automatically carry the Presentation Tag onto the Order as an Order Tag. Tags will only be visible on the Seller side.


Presentation Tag to Order Tag

See Order Tags for more information on how these Presentation Tags convert to Order Tags for easier Order management.

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