How filtering works

Tagging = This is where you tag your products and subscription ID’s with “identifiers” so you can curate orders based on what your subscribers should or should or recieve.

Preferences = You want to let your subscribers pick things they like and dislike in the Cratejoy checkout so you can send them a personalized box.

For example, you have a snack subscription box business.

You give them the option to choose likes, dislikes, or indifferent for 5 things.

ie. Candy, Nuts, Dried fruit, Chocolate, Jerky

Let’s say one subscriber says they have a nut allergy and does not want to receive nuts.

You would want to tag your customer’s subscription id with NO NUTS to ensure they never receive a product that contains nuts.

This will remove any products tagged “nuts” when you go to curate their box.

Let’s say you have several trail mix items that contain some or all of these items.

You would tag the products with the tags that identified what was in them.

ie. a trail mix with candy, dried fruit, and chocolate in it would have the tags

Candy

Dried Fruit

Chocolate

When you went to the shipments page, you would apply filters and this product would show up for the above example subscription because it does not have nuts in it.

Now let's say your customer told you they love dried fruit. You don’t necessarily want every item to contain dried fruits, but want to have that information when selecting items for the box. This would be a preference, not a tag.

All of this information will be on the left panel of the shipments page when you’re curating the box so you can use this information to help decide which products in your inventory to select, but not necessarily eliminate or require products based on this information.

In this case, when a subscriber identifies something as a like on your survey, we would not tag them with the like, we would only tag them with a dislike to make sure they don’t get anything they don’t want.

In this case, you would only want to tag your customer with No Nuts. The fact that they like dried fruit will be available as information while you’re selecting products for the box, but not eliminate items that do not have dried fruit in them.  But it will eliminate (remove from the list) items with nuts in them.

Setting up your Tags

Let’s say you want to set up a tag that does NOT show products that have nuts in them.

You would go where you create your tags and set “rules” for your tags.

For the above example:

If Subscription ID Tag = “No Nuts” then remove products tagged with “Nuts” from the selection list.