In Sidely, product tags are custom labels that let you segment your products by specific criteria, beyond standard attributes such as brand or category. This powerful feature helps you organize your products better, optimize your reports and share key information with your sales reps.
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 and categories, tags allow 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 according to the Pareto principle.
How to create a product tag
To add a tag in Sidely, follow these steps:
Go to the settings
Click the gear icon in the top right corner of your screen.
Go to Field settings, under the System settings section.
Click Product fields.
Create the tag
Click the + button to add a new tag.
Enter the tag name.
Choose a color to make it easy to identify visually.
Click Save in the top right corner to confirm.
How to apply a tag to a product
Go to the product sheet
Go to the Products page and click the name of the product you want to tag.
Add the tag
Click the small line above the Overview section.
A drop-down list of configured tags appears.
Select one or more tags to assign to the product.
Bulk import tags via Excel
Tags can also be imported for several products at once using an Excel file.
Steps:
Export your product catalog from Sidely.
In the TAG column, enter the desired tags:
If several tags must be applied to a product, separate them with commas.
Example:
Innovation, Best Seller.
Make sure the tags are written exactly as configured in Sidely (spaces and upper/lower case included).
Import the Excel file into Sidely to apply the tags in bulk.
Why use product tags?
Advanced segmentation: classify your products flexibly for optimized management.
Detailed reports: filter your data and analyze your performance by tag in reports.
Effective communication: share strategic information with your sales reps directly in Sidely, product by product.
FAQ
1. Can I edit a tag after applying it?
Yes, you can add, remove or edit a tag from the product sheet at any time.
2. What should I do if a tag doesn't appear in the drop-down list?
Make sure the tag has been created and saved in Sidely's field settings.
3. How can I see which products have a specific tag?
Use the filters on the Products page or in reports to view the 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 the Excel import after the products have been created?
Yes, add the tags in the TAG column during the import, using the exact spelling and formatting defined in Sidely.