Tagging your partners

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Getting Started with Tags

Tags are labels you create to help organize your partners. Tagging lets you bring your own program structure into PartnerStack and label partners based on data you know about them. Tags are highly customizable, so you can create and assign them as you see fit.

In this article, you’ll learn the basics of tags and how you can use them to organize your audience.

Quick links

 

Overview

Here are some key things you should know about tags:

  • Tags and groups are the main audience management tools you’ll find in PartnerStack. Tags can be applied to any partner regardless of their group. No tag is group-specific.
  • Tags are built for your own, internal partner organization. Partners will never see the tags applied to them.

Think of tags as labels for your partners that help you stay organized. If you’ve ever worked with a customer relationship manager (CRM) or even a blogging platform before, you might have used a tagging feature to categorize people or content. In PartnerStack, tags are a way for you to label, or categorize, partners based on the information you have about them.

 

How to use tags

Tags are completely customizable, so you can use them however you need to. You might want to create a comprehensive tagging structure to organize all your partners, or you might just need a few tags as a lightweight way to identify some key partners. Either way, tags give you the flexibility to bring the system that works for you into your channel program.

After you create tags and add them to your partners, you can target offers directly to tags. As we develop this feature, you'll find you can do more with tags to improve reporting or send targeted emails. 

 

Create and add tags

You can create and add tags from the partner's list.

 

To add a tag to a partner:

  • Select a partner
  • Hover over 'actions', and select 'update tags'
  • Type your tag into the update tags sidebar. Press enter to submit the tag. You can add multiple tags at once by tapping enter after each tag.
  • Click "Save" to save the tags to the partner.

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Things you should know about tags:

  • You can only create a tag by adding it to a partner. If you want to create tags for the future, you can add and remove the tag from a partner and use that tag later.
  • Tags are case insensitive. For instance, Pancake, pancake, and PANCAKE are all considered to be the same tag.
  • Between 1 - 25 characters in length (spaces are a character)
  • Tags cannot begin or end with a space
  • Valid characters:
    • a-z, A-Z, 1-9
    • special characters : !"#$%&'()*+,-./:;<=>?@[\]^_`{|}~
    • accented characters
    • spaces
  • Spaces are saved internally as dashes (-). As such "special tag" and "special-tag" are considered to be the same tag.

 

Remove tags

You can remove one or more tags from the partner's list

To remove a tag from a partner:

  • Select the partner you want to remove the tags from
  • Hover over 'actions', and select 'update tags'
  • Click the 'x' beside the tag or tags you wish to remove from the Partner.
  • Click "Save" to save the partner's tags

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Viewing tags

View a partner's tags

View tags you’ve added to partners by selecting a partner on the All Partners table, select "Actions", and use the "Update tags" action to view that partner's tags.

 

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View partners with certain tags

You can find certain tagged partners by filtering your partner list by one or more tags. Filtering by multiple tags will show partners that have all of the selected tags. For instance, filtering by the tags "VIP" and "Canada" will show partners that have both tags (not one or the other).

 

Managing partner tags

You can manage all of your tags from the tag manager. Users with Administrator permissions can access the tag manager by following these steps:

1. Log in to your PartnerStack account

2. Navigating to Settings in the menu on the far left

3. Select Features in the tabs that appear

4. Select Tags and click Configure

 

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Renaming tags

In the tag manager, you can update the name of a tag without having to retag all of your partners.

 

To rename a tag:

  • Navigate to the tag manager (steps above)
  • Click on the pencil icon beside the tag you want to rename.
  • Enter the new name of the tag
  • Press Enter to save

Things to know before renaming tags:

  • Changing a tag name will not impact any triggers or logic.

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Deleting tags

In the tag manager, you can delete tags that are no longer needed.

To delete a tag:

  • Click 'delete' beside the tag you would like to delete.
  • Read and accept the prompt that appears.

Things to know before deleting tags:

  • Deleting a tag removes that tag from all partners. This can impact the eligibility of partners for certain incentives.
  • Deleted tags cannot be recovered
  • You may create a new tag with the same name as a previously deleted tag.
  • Trigger rules referencing the deleted tag will not be modified. Since the trigger now references a deleted tag, the trigger will never fire. Please note that creating a new tag with the same name as the deleted tag will require the creation of a new trigger.

 

Managing tags via integrations

PartnerStack API

The PartnerStack REST API allows you to add and remove one or multiple tags from a partnership programmatically.

As usual, removing a tag from a Partnership does not delete the tag from your system.

 

Integration Workflow Builder

Use the "Modify Tags" action in your workflow to add or remove tags from a partner.

 

Creating offers based on partner tags

It is possible to generate rewards only if the partner has specific tags. 

Partner tags can be added as a RULE during offer creation:

To learn more about triggers and creating offers, see our Help Center article Getting started with triggers.

 

Examples

We know it can sometimes be hard to decide how to make such a flexible feature work for you. Here are some examples of tags you might create, depending on the type of program you have.

  • Reseller
  • Affiliate
  • VIP
  • Strategic Partner
  • Top Partner

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