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
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 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 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, an automation trigger, and a broadcast 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	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 and refund
Coupons	Applied to whoever redeems
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.