Understanding Tags in Winehub

Understanding Tags in Winehub

Tags in Winehub play an important role in reporting, automation, and customer segmentation. They help businesses streamline processes, track customer interactions, and trigger automated workflows. Winehub supports Product Tags, Customer Tags, and Order Tags, each serving a specific function.
Alert
All Winehub tags are placed and removed automatically. Removing or adding a tag manually will not affect any functionality or add/remove a customer from a club. The tag will simply be updated on the next sync.

Product Tags

Product tags in Winehub are automatically applied to improve searchability, analytics, and feature activation. Here are the key product tags and their functions:
  1. winehub-managed-product → Applied when a product is created or edited using the Winehub product editor
  2. default-checkout → Indicates that a product is available for purchase via the online store
  3. subscription-only → Identifies products that can only be purchased via a club membership or general subscription
  4. exclude-from-all-discounts → Indicates that automatic discounts from clubs and tiers do not apply to the product
  5. case → Assigned to multi-bottle variants or mixed-case products
  6. mixed-packs → Used for mixed-case products created via the Winehub product editor
  7. wine → Applied to products categorised as “Wine” or “Mixed Case” in Winehub

Customer Tags

Customer tags allow segmentation based on membership, purchases, and subscription activity. They are primarily used to trigger automated marketing flows and customised customer experiences.
  1. active_wine_club → Applied when a customer has an active wine club membership. Removed then the customer has no more active subscriptions.
  2. Club: Your Club Name (#ID) → Identifies the wine club a customer belongs to e.g. Club: Example Club (#2). Removed when the customer is no longer a member of the club.
  3. Club: Your Club Name (#ID) - Frequency → Identifies the frequency of the wine club a customer belongs to e.g. Club: Example Club (#2) - Quarterly. Removed when the customer is no longer a member of the delivery frequency.
  4. Tier: Your Loyalty Tier Name (#ID) → Indicates a customer’s loyalty program tier e.g. Tier: Gold Tier (#3). Removed when the customer is no longer a member of the tier.
  5. Case: Case Size → Indicates which case size the customer is subscribed to e.g. Case Size: 6
Info
The Club & Tier tags are are variable based on the names of your clubs and membership tiers.
Tag Lifecycle:
  1. When a wine club membership is paused or cancelled, the active_wine_club tag is removed (unless they have another active subscription) along with the club's name tag.
  2. Club descriptor tags (e.g., “Example Club (#15) - Quarterly”) are also removed when a membership ends or is paused or moves to a different delivery frequency.

Order Tags

Order tags help track purchases, subscriptions, and sales activity at an order level.
  1. new_subscription → Applied to a customer’s first subscription order
  2. wineclub_subscription_order → Indicates an ongoing wine club subscription order
  3. product_subscription_order → Applied to orders from a general product subscription
  4. Staff Member Name → Applied to new subscription orders (if you are using staff attribution)
Tag Lifecycle:
  1. The new_subscription tag is only applied to the first order and remains static.
  2. wineclub_subscription_order and product_subscription_order tags are applied to subsequent orders.
  3. These tags do not transfer to customer records but can be used in automation rules for tracking and customer management.

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