Order Tags are used to label orders within Northbeam. This begs the question -- why would I need to label my orders?

What are Order Tags?

Order Tags is a piece of data (usually a word) attached to an order. In Northbeam, they're used to label special type of orders type of orders.

What are Order Tags used for?

Order Tags have two primary uses within Northbeam:

1. Addressing Unattributed Orders
2. Subscription Orders

1. Addressing Unattributed Orders

Order Tags are meant to exclude any Unattributed Orders that we expect to be Unattributed. This is an extremely important step of the Onboarding Process called Data Validation. Learn more about Unattributed here.

2. Subscription Orders

Order Tags are also used to for Subscription Orders. We use tags to distguish between One-Time Orders and Subscription Orders. To take it one step further, tags are also used to distinguish between First Time Subscription Orders and Recurring Subscription Orders.

Step 1: Placing Order Tags

Tags are to be placed through your Order Management System, which will sync with Northbeam.

• Shopify Brands -- Tags placed on the Order level (or Customer level). See Shopify docs here. Once tags are placed on your respective orders, our native Shopify connector will import the tags.
• All Other Platforms (WooCommerce, Magento, Custom) -- Tags are to be passed through the Orders API. During your onboarding process, a REST API was set up to send POST requests to our server. Within our API docs, you'll see an object called order_tags. Please pass tags using this object for all appropriate orders.

Step 2: Checking Order Tags

Once the Tags are set up in your Order Management System (ex. Shopify or Orders API), it's important to make sure they're getting pulled into your dashboard.

The Orders Page is a perfect place to do this.

1. On the left navigation, click the Shopping Cart icon
2. Scroll down to the table
3. Click the column called "Tags" and see if they're getting pulled through for all necessary orders
4. If there's lots of volume, it may be easier to export the data by clicking "Export Data"

Step 3: Applying Order Tag Exclusions

Great! Once you've confirmed that the tags are in, let's exclude using the Order Exclusion tool.

To find Order Exclusion tool:

1. Click Settings
2. Click Exclude orders by tag
3. Click Add Exclusion
4. Populate the Tag Type, Logic, and Tag Name
5. Don't forget to toggle it to Active

Step 4: Seeing your Excluded Orders

As a result, all orders with an excluded tag will be grouped into the platform called "Excluded". These can be seen on the Sales Page.

1. Navigate to the Sales Page
2. Toggle to the Campaign Level and apply the Platform breakdown
3. Expand the Excluded group and you'll see the individual tags, along with associated transactions and revenue
   1. Labeled as Excluded: [Tag Name]

Step 5A: Filtering out Excluded (Optional)

When an order is Excluded, it's moved to the group named "Excluded" and the associated Transactions and Revenue are still included in the view.

If we want to remove these, we can use the Filter function.

Filtering in the Sales Page

Filtering in the Overview Page

Step 5B: Recategorizing Excluded (Optional)

Maybe you're