Products, coupons & tags

Three related pieces: Products are what you sell, Coupons discount them, and Tags label the people who buy.

Products

Manage Products lists everything in the catalog:

Column
#ID · Thumb · Title	The product
Type	Digital or Physical
Price	What it costs
Purchases	How many times it’s been bought
Users	How many people currently have it

Search by name, narrow the list to All products, Digital or Physical, and organise with folders — New folder sits next to New product, and a product’s ⋯ menu has Move to folder. Tick rows and use Actions to move or delete several at once.

New product first asks “What are you selling?”:

• Digital product — sold on its own, at its own checkout. Nothing ships: access, a file, a licence. Can be a subscription. Courses, memberships and downloads are digital.
• Physical product — sold from the online store, with options, stock per variant, a weight and shipping. See Products & inventory.

The choice decides which editor opens and can’t be changed afterwards. The rest of this section is about digital products.

Note

Deleting a digital product removes it. Deleting a physical product archives it instead: it leaves the storefront and stays in the list as archived, and past orders keep their copy of it.

The product editor

Five tabs:

General — product name, description and cover image.

Pricing — the commercial terms:

• Price interval — One Time Payment, Monthly, Annual, Free, or Custom plans.
• Payment providers — which of your connected gateways can take this. Price and currency stay locked until you pick at least one.
• Price / Currency — the amount.
• Free trial — on monthly and annual products: on or off, and how many days.
• Vault Product — on any paid product: pays the owner out directly.
• Payment plans — with Custom plans: alternative billing periods (lifetime, per month, per year), each with its own name, price and terms.
• Purchase disclaimer — shown to the buyer at checkout.
• Billing terms — the small print for recurring charges.

Commission — whether the product is commissionable, and which affiliate programs earn on it.

Vendor — the vendor account and program to credit, when someone other than you is paid for this product.

License — a license limit (Not licensed, Single hub or Unlimited hubs) and embedded codes, for products distributed with a key.

After a purchase

At the bottom of Pricing are the automatic actions. Action upon purchase (called Action upon enroll on a free product) runs when someone buys; Action upon refund runs when the money goes back (paid products only). On a monthly or annual product there’s also Action upon cancel, which runs when the subscription stops — a renewal that didn’t go through, a subscription the payment provider cancelled, suspended or paused, or one ended by hand. When the purchase adds tags, Take back what the purchase granted fills it in with the matching removal.

Action	What it does	On purchase	On refund	On cancel
Genesis Redirect	Send the buyer to a page in a Genesis project	✓
Legacy Redirect	Send them to a page on the classic platform	✓
Custom URL	Send them to any address	✓
Autoresponder	Push them to a connected autoresponder list, with tags	✓	✓	✓
Add Tags	Tag the buyer	✓	✓	✓
Remove Tags	Remove tags from them	✓	✓	✓

Add as many as you need — each is picked from the dropdown and appears as a removable chip with its own settings below.

Tip

The pairing worth setting up on day one is Add Tags on purchase and Remove Tags on refund — and on cancel, for a subscription — using the same tag. That gives you a customer-<product> tag that’s always accurate, which is then a segment, an automation trigger, and a broadcast audience — for free, forever.

Coupons

Manage Coupons shows the code, its type, when it starts and ends, the discount, how many times it’s been used, and its status. A filter narrows the list to All coupons, Digital or Physical.

New coupon asks “What kind of code?”:

• For digital products — a code at a product’s own checkout, one-time or recurring. It also works in the store cart, which tries its own discounts first.
• For physical products — a store discount: off the order or chosen products, buy X get Y, or free shipping. See Store discounts.

Creating a coupon for digital products:

Field
Coupon code	What the buyer types — SUMMER25
Coupon details	Internal notes, never shown to buyers
Discount and Discount type	Percent (%), Fixed amount, or — on plan and subscription coupons — Trial days
Coupon type	Product (one-time), Plan or Subscription
Duration	For subscriptions: Once, Forever, or Repeating for a set number of months
Products / Plans	What it’s valid on
Tags	Only a signed-in buyer who has one of these tags can redeem it. The store checkout has no sign-in, so a tagged coupon works on order forms only
Limit usage count / Max uses	Cap the total redemptions
Active date range	The window it works in
Active	Whether the code works at all

The code is saved in capitals. Coupons live in folders like products do, and the used-count on the list is the fastest read on whether a campaign code actually landed.

Tags

Manage Tags is a simple catalog: #ID, tag name, description and date created, organised in folders like products and coupons. Creating one takes a name and an optional description — the description is for you, so vip doesn’t become a mystery in six months.

Tags do a lot of work across the CRM:

Where	How
Contacts	Filter by tag; add or remove tags on a selection
Automations	Tag added and tag removed are triggers; add tag and remove tag are steps
Products	Applied or removed automatically on purchase, refund and cancel
Coupons	Limit a code to buyers who have the tag
Affiliate programs	Grant access to a program

That makes a tag the connective tissue between commerce and email: a purchase applies a tag, the tag triggers an automation, the automation sends the onboarding sequence.

See tags, lists and segments for when to reach for which.

Things worth knowing

• Changing the catalog takes its own permission. A team member can create, edit or delete products only if their role grants that action under Products, and the same goes for coupons under Coupons — being invited to the project isn’t enough. Without it, the change is refused. They can still change a product or coupon they created themselves.