How to Add a New Tag

1. Navigate to Settings.

2. Select the Tags tab.

3. Click the green plus (+) button in the top-right corner of the screen.

4. Enter a name for the tag. For example, "Shake".

5. Select a Tag Type from the dropdown menu. You can select Product or Customer to designate if the tag is to be used with product profiles or customer profiles.

6. Click Save & Close to save your new tag.

How to Edit and Manage Tags

1. Navigate to Settings.

2. Select the Tags tab.

3. Select the tag you need to edit.

4. Click the pencil icon in the top-right corner of the screen to edit the tag.

5. If you need to remove a tag from all associated customers or products, you can use the Unassign Tag button.

How to Delete a Tag

1. Navigate to Settings.

2. Select the Tags tab.

3. Select the tag you need to delete.

4. Click the red X in the top-right corner of the screen to delete the tag.

PLEASE NOTE: You must first unassign the tag in order to delete it.

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