Tags and Intro Offers

Tags can be linked to Intro Offers via Conditions. In this article we are going to review how to perform this action! 

Tags can be Conditionally linked at 2 stages of the Intro Offer. First, it can be linked during creation. Second, it can be linked through editing. We are going to break down both below, but before we do let's talk about how to access your Intro Offers. 

Inside of your fitDEGREE Admin you want to navigate to the menu in the top left corner and then select Setup. Your Setup area is where your Pricing Options live, so we need to enter this section of your Admin first. From here, search for Pricing Options on the left side menu and click in. 

Once you have clicked in you will see a new set of options appear on the left side, select Intro Offer. At this time, your Intro Offer options should appear as well as the ability to add and edit new options. 

Adding a Tag to an Intro Offer - New Intro Offer Creation

Inside of your Intro Offer page, click on the plus sign next to the title. 

Once located and clicked, a new tab will appear on screen to create your Intro Offer. Fill out the first screen accordingly and click Next. 

Within the next screen you will see the option to set Conditional Client Tags. This pairs a Tag with your Intro Offer so that while it is Active on a Client Account your Tag will appear. 

Click on + Add Tag in order to select one, a few, or many Tags to link to your Intro Offer via Conditions. 

At this stage you can add a pre-existing Tag or create a brand new one for the purpose of this Intro Offer. Once the Tag has been linked via this section, you are free to finish up your Intro Offer creation and make the Pricing Option live to your Clients!

Adding a Tag to an Intro Offer - Editing an Intro Offer

Once you are inside of the Intro Offer page, locate the offer which you would like to add a Conditional Tag to and click on the blue Edit button to the far right. This will reopen your previously filled-in template for your Intro Offer, which you will now edit. 

Unless you have any details unrelated to Tags in need of an update, immediately click Next to get to the second page. 

On this second page you will be able to review your previous Intro Offer data as well as add any necessary Conditional Tags. Simply click on + Add Tag and you will be prompted to select a tag to add to your Intro Offer. 

Here you have the ability to select one, a few, or many Tags to link to your Intro Offer via Conditions! 

Note that all Tags must be linked one at a time.

Once you are happy with the Tags you have linked to your current Intro Offer, click forward until the final confirmation screen and Save these edits. 

When editing a Pricing Option and adding a Conditional Client Tag, be sure to note that all Clients who have this Pricing Option will be updated to also have this Tag on their Client Account.

When editing a Pricing Option and removing a Conditional Client Tag, be sure to note that all Clients who have this Pricing Option will be updated to have this Tag removed from their Client Account.