List of topics

  1. introduction
  2. pre-requisites
  3. creation
  4. tag categories
    • person
    • CRM
    • sale
    • classes
    • documents
    • courses
    • resources
    • items
    • reports

1. Introduction

Tags are one of the most useful tools to filter your searches and create categories.


2. Pre-requisites

Before reading this manual, the following concepts must be clear:

  • user profile;
  • CRM;
  • sale;
  • clasess and courses;
  • documents;
  • services and resources;
  • ProShop items;
  • reports
  • wallet top-ups

3. Creation

To create new tags click on Settings -> Tags -> Add and fill in the following fields:

  • name: lable that will identify the tag (to provide information, characteristics, warning...)
  • colour: colour of the tag
  • access denied: select this option to prevent access to those people with the tag in their user profile (available only for "Person" tags) 
  • show on access: the tag will appear on the display of the access control device (available only for "Person" tags) 

  • access message: you can combine the "access denied" option with a message that will appear on the display of the access control device (if available). This option is only available for "Person" tags
  • time value for user-profile anonymisation (GDPR): when specified, it indicates how long it will take before user profiles with this tag become anonymous (according to the GDPR) after the user's activity ends. This setting will replace the default one. If a user profile has more than one tag with this option, the system will apply the smallest time value. Please consult the user-profile anonymisation manual fo the full procedure.


4. Tag Categories

Tags can be assigned to different categories


PERSON


useful to:

  •  provide details about the person
  • manage promotions (for example automatic discounts for a specific category of users
  • prevent access to people with a specific tag 
  • anonymisation of a user profile with different rules from the main settings


how to assign it:

  1. click on Edit under the user's picture
  2. click on Notes and select the tag/s
  3. click on OK to save changes

 


CRM

useful to:


CRM tasks can be filtered by tag, making it easier to narrow down searches.

Tags are also useful to make specific CRM-related info stand out thanks to colours.

Examples: 

  1. the "Spontaneous" or "Referral" tag can be assigned to the "Tour" task to discern who are the new customers who have been referred by other club members
  2. a tag can inform about the type of quote that has to be prepared for a client, or it can diffferentiate quotes for new customers from renewals

how to assign it:


insert the tag/s in the corresponding field during the creation/editing of a CRM task (in the CRM section of the user profile or in the CRM dashboard in the Front Office).

SALE


useful to:


filter sold items through tags (for this type of search/report please contact a SPORTRICK consultant)

how to assign it:

  • if it's a course
    1. open the user profile 
    2. click on the name of the course
    3. click on Info (if the attendance is required more than once a week click on Detail next to the name of each course and then on Info)
    4. select the tag
    5. click on Save Changes
  • if it's a multipack
    1. open the user profile 
    2. click on the name of the multipack
    3. click on Notes
    4. select the tag
    5. click on Save Changes


CLASSES


useful to:


provide info about specific classes of a course e.g.: Catch-up Class or Trial

The tag will be visible from:

  1. the Classes section in the details of the course purchased by the user (in the user profile)  
  2. the details of the class in the Timetable

how to assign it:

  1. open the user profile 
  2. click on the name of the course
  3. click on Classes
  4. click on Detail
  5. select the tag
  6. click on OK

DOCUMENTS

useful to:


filter document types not related with sales. The tag is mandatory to make these document also available on customers' E-Commerce profile. 


how to assign it:


In the user profile on SPORTRICK, click on Documents -> Cloud Documents -> and choose the file to upload. Then select the necessary tag/s in the corresponding field. Please note that once you have clicked on OK the tag cannot be edited.

IMPORTANT: this section won't be visible if the activation with a cloud-storage provider hasn't been configured from the VAR portal. In order to proceed, please access the VAR portal and click on Managed Environments -> View More -> Configurations -> Integrations and then on the Connect button next to the desired integration. The system will ask you to insert the credentials of your cloud account, so be sure that you have created one first 


COURSES

useful to:


filter courses (off-peak, pregnancy, members only...), for example during marketing searches or the creation of a multipack, when it is possible to group courses with common characteristics through a tag (e.g. off-peak times). This will save time, as it will be sufficient to click on the tag to add all the related courses rather than adding each activity one at a time

how to assign it:


from Planning -> Courses -> Course Summary, select the season and click on Update.

It is recommended to select a bigger number of results in order to view them all in the same page. 

The search field can be handy to insert key words to help filter the desired courses. Clicking on the name of a column can also be useful to rearrange results in ascending/descending order. This can be a good trick to group courses from the earliest starting time to latest, in case the aim is to select those courses that take place in the morning, for example for off peak memberships.

Once the desired courses have been selected, click on EDIT.

Click on More and select the required tag/s. Then click on OK to save.

The final step is to add the desired courses into the multipack. 

Click on Planning -> Multipacks and click on Detail next to the multipack. 

Open the COURSES section and select the tag/s, then click on ADD. 

Customers who purchase this multipack will only be allowed to book the courses linked with the selected tag/s.

 

RESOURCES

useful to:

filter resources while planning or booking services. For more info click here.


ITEMS


useful to:


filter Pro-Shop Items, Additional Services and Top Ups for e-Wallets


how to assign it:


more info about the assignation of tags can be found in the corresponding manuals:


REPORTS

useful to:


differentiate customised reports/documents

how to assign it:


please access the VAR portal and follow the instructions shown in the pictures below.