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How to Use and Manage Tags

Guide to using tags to communicate product details within Lister


Written by Rain Gilbert

Overview

Tags are used to share short descriptions or calls to action within Lister with the rest of your team. This guide outlines how to create and use tags, with example scenarios for using them in your operation.

Note: Tags are not used on eBay or Shopgoodwill. However, tags can be mapped to Shopify listings by following this guide.

Table of Contents

Example Tags

How to Add Tags to Products

How to Search for Products by Tag

How to Edit or Delete Tags

Related Guides

Example Tags

Tags can be used in many different ways to streamline your operation. For example:

  • Ensure a product is listed by a specific team member

  • Use as part of the quality assurance process

  • Track specific items in reports

Below are a few ways to use tags in Lister.

Communicating Information to Remote Listers

If you have a team working both on-site and remotely, use tags to show remote listers that a draft item is ready to be listed or needs supervisor review before the listing can be posted.

In this example, product tags like “Ready for Remote Team” and “QA: Needs Review” can be used to quickly let both the onsite and offsite teams know action is needed on a product.

Click here to learn more about remote listings

Tracking Items for Marketing Campaigns

Adding tags to specific products that will be used in an upcoming social media campaign is a great way to track them both directly in Lister and via the downloadable Paid Order Items and Products report.

In this example, including a tag like “Weekend Wedding Campaign” will make tracking the total sales of the items in the Paid Order Items report easier.

Tagging Team-Specific Items

If your operation has dedicated product teams for each type of item (fashion, jewelry, etc.), tags can be an excellent way for teams to filter products only to show these items. This can be especially handy for reviewing listings per team.

How to Add Tags to Products

Tags can be added to products in multiple ways. The following sections outline the various ways to add tags to products.

Bulk Edit on the Products Page

  1. Navigate to the product page and select the checkboxes for each item you want to add a tag to

  2. Click the Actions menu

  3. Click “Bulk edit” from the dropdown menu

  4. Select or create a new tag in the popup menu

  5. Click the blue “Edit products button”

 

Note: This method will replace any existing tags associated with the products with the new tag!

Product Overview Page

  1. Search for the Product on the Products page
  2. Click the product name to open the Product Overview
  3. Click the gear icon next to “Tags”
  4. Select or create one or more tags in the pop-up box
  5. Click the blue “Save” button

Edit Product Page

  1. Click the dropdown menu under “Tags” to select or create one or more product tags

  2. Click “Save” at the top of the page

Note: You can add tags in the same fashion at the point of listing.

💡 Operational Tip: You can automate adding tags to products via Builder Templates. Click here to learn more!

How to Search for Products by Tag

Finding tagged Products can be done in multiple ways within Lister. The following sections show each method.

Search via the Products Manager

  1. Click “More Filters”
  2. Click “By tags” in the side menu
  3. Select the desired tags

💡 Operational Tip: To search for products with multiple tags, hit the enter key after selecting a tag to stay focused on the tag selection in the More Filters menu.

Search via the Listings Manager

  1. Navigate to the Listing Manager
  2. Select a listing status
  3. Choose the tag from the tags column

Search via Downloadable Reports

  1. Navigate to the Reports page
  2. Click either Products or Paid Order Items report
  3. Select the search criteria and click the blue “Generate report” button
  4. Click “Download” and open the .csv file
    • Products report: Tags are shown in column Y
    • Paid Order Items report: Tags are shown in column AL

Search via Admin > Products Page

  1. Navigate to the Admin page
  2. Select “Products from the left-side menu
  3. Click the center “X tagged products” text next to the tag you want to view

How to Edit or Delete Tags

Admins and custom roles with access to the Admin>Products settings can manually delete tags.

Note: Deleting a tag removes it from all associated products.

  1. Navigate to the Admin page
  2. Select “Products from the left-side menu
  3. Click Edit or Delete next to a tag
  4. Click the blue “Save” button

Related Guides

How to Use Shopify Tags in Lister

How to Use Remote Listings

Have questions? Reach out to us at support@uprightlabs.com or via chat anytime between 9am-6pm ET, Monday to Friday