In Sidely, product tags are customizable labels that allow you to segment your products based on specific criteria, beyond traditional attributes like brand or category. This powerful feature helps you better organize your products, optimize reports, and share key information with your sales team.
What is a Product Tag?
A product tag is a label you can assign to one or more products to group or classify them according to specific needs. Unlike brands or categories, tags provide more flexible segmentation.
Examples of Common Tags
Innovation: To identify new products.
Best Seller: To highlight top-selling products.
20/80: To segment strategic products based on the Pareto principle.
How to Create a Product Tag?
Access the Settings
Click on the gear icon in the top-right corner of your screen.
Go to Field Settings under the System Settings section.
Select Product Fields.
Create the Tag
Click the + blue button to add a new tag.
Enter the tag name.
Choose a color to visually distinguish the tag.
Click Save in the top-right corner to confirm.
How to Apply a Tag to a Product?
Access the Product Sheet
Navigate to the Products page and click on the product name you want to tag.
Add the Tag
Click on the small bar above the Overview section.
A dropdown list of configured tags will appear.
Select one or more tags to assign them to the product.
Importing Tags in Bulk via Excel
You can also apply tags to multiple products simultaneously using an Excel file.
Steps to Import Tags
Export your product catalog from Sidely.
In the TAG column, enter the desired tags:
If a product requires multiple tags, separate them with commas.
Example: Innovation, Best Seller.
Ensure tags match exactly as configured in Sidely (including spaces and case sensitivity).
Import the updated Excel file back into Sidely to apply the tags in bulk.
Why Use Product Tags?
Advanced Segmentation: Flexibly categorize products for optimized management.
Detailed Reports: Filter and analyze data based on tags in your reports.
Effective Communication: Share strategic information with your sales team directly in Sidely, product by product.
FAQ
1. Can I modify a tag after it has been applied?
Yes, you can add, remove, or edit a tag from the product sheet at any time.
2. What if a tag doesn’t appear in the dropdown list?
Ensure the tag has been created and saved in Sidely’s field settings.
3. How can I see which products have a specific tag?
Use filters on the Products page or in the reports to view products associated with a particular tag.
4. Do tags affect product categories or brands?
No, tags are independent of categories and brands. They provide an additional layer of segmentation.
5. Can I add tags via Excel after products have been created?
Yes, include the tags in the TAG column during an import, ensuring the exact spelling and format match those defined in Sidely.
Keywords
Creating Product Tags in Sidely
Applying Product Tags
Product Segmentation Sidely
Managing Tags via Excel
Sidely Product Sheet
Field Settings for Products