TABLE OF CONTENTS

• Introduction
• How to Use Sales and Product Tags
• Using Sales Tags in the Feedback Form as Dynamic Variables
• Example Sales Tag Keys
• How do I use sales and product tags? Example Product tag keys (applicable to product catalogues)
• Conclusion

Introduction

Feefo provides a useful feature that allows you to create highly focused reports by tagging your sales and product data. Tags are valuable tools that help you categorise and organise your data for targeted analysis. This article will guide you through the process of using sales and product tags, explaining how to apply them in your data uploads or product catalogues. Additionally, you'll learn about using sales tags as dynamic variables within the feedback form.

How to Use Sales/Service and Product Tags

Tags can be included in your data uploads or product catalogues to create useful groupings and segments for your reports. The process involves using key:value pairs, and each tag entry is case-sensitive. 

Service Tags: also called Sales tags relate to the whole order, regardless of the number of products purchased. For example, if you segment by in-store purchases and online. Any products within that order would have the same sales tag - as it’s applicable to the whole order. 

Product Tags: are related to a SKU - and so you would expect to see the same SKUs with the same product tags. If a customer orders multiple items, for example a black dress, a pair of heels and a bag - each of these would carry different product tags as they are very different products.

Parent Search code: A parent search code is a grouping mechanic for different variants of the same product i.e. different colours, different sizes. We recommend that clients use this so they can display their reviews for all variants of the product on the product pages for the different product variations.

As you’ll see from the above example, they are all from the same department but different categories and products - so clients can see how Womenswear as a whole is performing, then breakdown and compare categories and products.

Tags are not to be confused with insight labels which are manually applied to feedback once they have been received in the Hub to track feedback trends.

Here's how to use sales and product tags:

• Each tag entry should be in the format of key:value.
• Tags can only be applied once per sale or product.
• Make sure to enter the tags exactly as shown, in lowercase without spaces.
• Sales tags can only be applied to sales data, while product tags are relevant to product catalogues.
• If you want to use multiple tags, simply separate them using commas.

Remember, Tags are case sensitive and if you want to use multiple tags, use a comma to separate them.

For example:


saleschannel:phone,salesperson:Jane Williams


Every tag you use must include both a key and a value. The key is the tag itself, such as ‘hotel’, whereas the value (in this instance) helps define which hotel the customer booked. To ensure your tags work correctly, please use the format key:value. If a tag value contains a comma, square brackets [] must be added around the entire tag to ensure it’s read correctly by the system.

For example:

[department:CDs, Vinyl & Tapes]

Using Sales Tags in the Feedback Form as Dynamic Variables

Feefo now allows the use of sales tags as dynamic variables within the Feedback Form itself. By using the annotation {{tags.key}} in the feedback form, where 'key' is replaced with your own sales tag key, you can merge the fields into the form.

For example, suppose you have two sales tags, "source" and "salesperson." You can use them as dynamic variables in the form builder and the result on the feedback form will display the corresponding values for each sales tag.

Example Sales Tag Keys

Feefo offers a variety of sales tag keys to help you categorise your data effectively. Below are some examples of sales tag keys and their purposes:

How do I use sales and product tags?

Example Product tag keys (applicable to product catalogues)

Conclusion

Using sales and product tags on Feefo is a powerful way to create focused reports and gain valuable insights from your data. By applying tags in your data uploads or product catalogues, you can organise and segment your information effectively. Additionally, using sales tags as dynamic variables within the feedback form allows for a more personalised customer experience. Refer to the example sales tag keys provided to choose the ones most relevant to your business needs. If you encounter any issues or need further assistance with using tags, Feefo's support team is available to help you optimise your data and reporting process.