Tags are texts, like keywords or phrases. First, create all of the necessary tags.

  1. Go to Setup » Settings » Tags.

  2. Click on .
    → A pop-up window opens. This window is divided into several steps.

  3. Carry out the settings in each step.

Tags can not be created via import

Tags can only be created manually, as described here in the instructions. It is not possible to create tags with the import tool.

Step: Name

Setting Explanation

Tag name
(Mandatory field)

Enter a name for the tag. The name is the keyword or phrase that highlights the data record.

Tip: The name can include spaces. As such, tag names can consist of multiple words.

Note: Once you’ve created the tag, you can translate the name into other languages.

Tag colour
(Mandatory field)

What background colour should the tag text have? Click on square and choose the colour.

How do I choose a colour?

  • Enter the colour values directly. Click on unfold_more to toggle between the different options:

    • Enter the colour’s RGB values.

    • Enter the colour’s HSL values.

    • Enter the colour’s hexadecimal value.

  • Click in the colour spectrum and use the slider.

  • Click on and select the colour from somewhere on your screen.


Step: Availabilities

Setting Explanation

Availability type
(Mandatory field)

What do you want to use the tag for? In other words, what types of data records will you link to the tag? Select all of the appropriate availabilities ().

Category

Do you want to highlight specific categories in the back end?

Example: Specify that a category should only be used for seasonal offers.

Note: Category tags are not visible to customers in the online store.

Contact

Do you want to highlight specific contacts?

Example: Specify the customer’s preferred method of communication.

Variation

Do you want to highlight specific variations?

Example: If you sell ladders, specify that some ladders were awarded a seal of approval for their safety features.

Note: Variation tags can be made visible to customers in the online store. Once you’ve finished creating the tag, open the advanced settings and select the appropriate clients.

Order

Do you want to highlight specific orders?

Example: Add important information such as the priority or purpose of an order.

Note: Tags can be created and used for all order types.

Reorder

Do you want to highlight specific reorders?

Example: Specify which kind of products were reordered.

Redistribution

Do you want to highlight specific redistributions?

Example: Specify which kind of products were redistributed.

Messenger conversations

Do you want to highlight specific conversations within the messenger tool?

Example: Specify that the message relates to a specific sales channel like Amazon or eBay.

Messenger: Billable messages

Do you occasionally write fee-based messages in the messenger tool? In other words, should the customer be charged for the minutes that elapsed while writing the message?

While writing a fee-based message, you’ll need to select at least one tag with this availability. Otherwise, the message cannot be created.


Step: Done

Setting Explanation

Summary

Here you can see a summary of the settings that you selected. Click on Create tag if you are satisfied with the settings.

Afterwards, you will have the following options:

To the tag

The pop-up window will close and the newly created tag will open for further editing.

Create another tag

The pop-up window will re-start for the next tag.

Close

The pop-up window will close.

To the tag: which advanced settings are available?
Setting Explanation

ID

The tag ID is automatically assigned and cannot be changed. It is used to uniquely identify your tags.

Use case: Tag links can be imported. For example, while you import item and variation data, you can also directly link the appropriate tags. This is done, e.g. by specifying the tag ID.

Client

In which plentyShops should the tag be visible to customers? Select all of the appropriate webshops ().

Note: This option only appears if you selected the availability Variation.

Name DE
Name FR
Name IT
etc.

Is your plentyShop available in multiple languages? Variation tags can be made visible to customers in the online store. If your online store is available in multiple languages, then the tag names should also appear in these languages.

  1. Click on and select a language version from the drop-down list.

  2. Enter a translation of the name.