Overview
Visibility tags let you control which customers see which products in your catalogue. You apply tags to both products and customers. If a product and a customer share the same visibility tag, that customer can see the product.
Visibility tags replace the old customer visibility groups. They remove the need for extensive groups and make visibility easier to manage, especially for suppliers with complex catalogues. This guide covers how tags work, how to apply them to products and customers (individually or in bulk), how default visibility works, and answers to common questions.Introduction to Visibility Tags.
How visibility tags work
A customer can see a product only when the product and the customer share at least one visibility tag.
Example: You create a tag called Exclusive. You add it to a product and to a customer. That customer can now see that product. Customers without the Exclusive tag can't.
For tips on setting up your tags, see Visibility Tags Best Practices.
Before you begin
Make sure you have the right access to update products and customers. Check your access in Understanding and Setting Up User Permissions in Ordermentum.
Decide on your tag names first, for example All customers or Exclusive.
Adding a visibility tag to a product
Step 1: Go to the product details page.
Step 2: Find the Visibility section, located below Pricing and availability.
Step 3: To add a new visibility tag, type the name you want for it. Do the same if you already have an existing visibility tag.
Adding a visibility tag to a customer
Step 1: Go to the customer details page.
Step 2: Open the Payment & Trading Terms, click edit and find the Visibility section.
Step 3: Remove unwanted tags by clicking the X, or search for and add new tags.
Adding or removing a visibility tag from multiple products
Step 1: On the Product List page, select the products you want to update.
Step 2: Click Actions, then select Update Visibility.
Step 3: In the pop-up, choose Add or Remove, then search for the tag.
Step 4: Click Submit to apply the change to the selected products.
Adding or removing a visibility tag from multiple customers
Step 1: On the Customers page, select the customers you want to update.
Step 2: Click Actions, then select Update Visibility.
Step 3: In the pop-up, choose Add or Remove, then search for the tag.
Step 4: Click Submit to apply the change to the selected customers.
Updating visibility tags by CSV import
The product import CSV and the customer import CSV both include visibility tags.
Upload an updated file to change tags in bulk. See Importing Products in Bulk in Ordermentum and CSV Import Requirements for file requirements.
Default Product Visibility
All new products and customers are assigned default visibility tags, which can be configured under Settings > Features > Default Product Visibility.
Typically, you start with a tag like “All customers.” You can add or remove default tags as needed. These defaults also control what is visible in your Growth Engine digital catalogue.
Finding products or customers by tag
Products: On the product listing page, use the search bar, select Visibility, and type the tag name.
Customers: On the customer list page, use the search filter, select Visibility, and type the tag name.
FAQs
What is a visibility tag?
What is a visibility tag?
A visibility tag is a label you apply to both products and customers. When a product and a customer share the same tag, the customer can see the product.
How many tags can I have?
How many tags can I have?
You can create as many tags as you need, but most products and customers only require a few. Contact your success manager if you have questions.
Can I use the product import CSV to configure visibility tags?
Can I use the product import CSV to configure visibility tags?
Yes. The product import CSV includes visibility tags and updates them when uploaded.
Can I use the customer import CSV to configure visibility tags?
Can I use the customer import CSV to configure visibility tags?
Yes. The customer import CSV includes visibility tags and updates them when uploaded.
Where have my groups gone?
Where have my groups gone?
All visibility groups have been converted into tags. You can manage them per customer or product.
Can I see all the products with a specific tag?
Can I see all the products with a specific tag?
Yes. On the product listing page, use the search bar, select Visibility, and type the tag name.
Can I see all the customers with a specific tag?
Can I see all the customers with a specific tag?
Yes. On the customer list page, use the search filter, select Visibility, and type the tag name.
What happened to the "Apply to all visibility groups" function?
What happened to the "Apply to all visibility groups" function?
Bulk actions now replace it. Create an All customers tag and add it to your entire customer base. Then apply that tag to any product you want all customers to see. See Visibility Tags Best Practices for more detail.
Why did Ordermentum introduce visibility tags?
Why did Ordermentum introduce visibility tags?
Managing visibility used to require grouping customers, which was difficult for suppliers with complex catalogues. Tags are more flexible and simpler to manage, and they make sure customers only see the products they're meant to.
Need More Help?
If you're having issues setting up or managing visibility tags:
Use the Help chat in the bottom-right corner of Ordermentum
Or email support@ordermentum.com