# Products, coupons & tags

> What you sell and how you label it — the product editor, what happens after a purchase, discount coupons, and the tags that tie everything together.

Source: https://knowledge.estage.com/crm/catalog/
Part of the ESTAGE knowledge base (https://knowledge.estage.com). Full corpus: https://knowledge.estage.com/llms-full.txt

---
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 |
| **Price** | What it costs |
| **Purchases** | How many times it's been bought |
| **Users** | How many people currently have it |

Search by name, and organise with **folders** — the **New** dropdown offers both **New product**
and **New folder**, and a product's **⋯** menu has **Move to folder**. Tick rows for bulk move or
delete.

### The product editor

Five tabs:

**General** — product name, description and cover image.

**Pricing** — the commercial terms:

- **Price interval** — one-off, recurring, or free.
- **Payment providers** — which of your connected gateways can take this.
- **Price / Currency** — the amount.
- **Free trial** — on or off, and how many days.
- **Payment plans** — alternative billing periods, 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](/crm/affiliate/) 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 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.

| Action | What it does | On purchase | On refund |
| --- | --- | --- | --- |
| **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](/project-settings/autoresponders/) 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, using the same tag. That gives you a `customer-<product>` tag that's always accurate,
which is then a [segment](/crm/contacts/#saved-segments), an
[automation](/email/automations/) trigger, and a [broadcast](/email/broadcasts/) audience — for
free, forever.
:::

## Coupons

**Manage Coupons** shows the code, when it **begins** and **expires**, the **discount**, how many
times it's been **used**, its **type** and **status**.

Creating one:

| Field | |
| --- | --- |
| **Coupon code** | What the buyer types — `SUMMER25` |
| **Coupon details** | Internal notes, never shown to buyers |
| **Discount** and **type** | A percentage, a fixed amount, or — on recurring products — extra trial days |
| **Coupon type** | Product (one-time) or Subscription |
| **Duration** | For subscriptions: **Once**, **Forever**, or **Repeating** for a set number of months |
| **Products / Plans** | What it's valid on |
| **Tags** | Tags applied to whoever redeems it |
| **Limit usage count / Max uses** | Cap the total redemptions |
| **Active date range** | The window it works in |

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**.
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](/crm/contacts/)** | Filter by tag; add or remove tags on a selection |
| **[Automations](/email/automations/)** | *Tag added* and *tag removed* are triggers; *add tag* and *remove tag* are steps |
| **Products** | Applied or removed automatically on purchase and refund |
| **Coupons** | Applied to whoever redeems |
| **[Affiliate programs](/crm/affiliate/)** | 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](/crm/lists/#tags-lists-and-segments) for when to reach for which.