What tags are good for
Tags are useful when you want to add merchant-defined context that may not exist as a standard field yet. Common examples include:- customer VIP tiers or loyalty status
- product category or merchandising group
- order characteristics such as bundle, gift, or promo order
- operational attributes such as fulfillment flow or shipping destination
Customer tagging
Customer tags help you group customers by traits or behaviors so you can analyze retention, LTV, and campaign response more effectively. Examples:- customers who repeatedly buy a certain category
- customers with a high average order value
- customers who reached a loyalty milestone
Order tagging
Order tags help you add context to purchases so you can analyze order mix, operational workflows, and campaign outcomes. Examples:- one-time vs subscription context
- product family or product category
- shipping or fulfillment exception handling
- payment or promotional workflows
Important limitation for subscription reporting
Tags are still valuable enrichment signals, but for subscription classification SourceMedium increasingly relies on direct subscription-platform integrations and explicit line-level metadata where available. That means:- tags are helpful context
- tags can still act as fallback support in some scenarios
- tags should not be treated as the only source of truth for subscription behavior
Best practices
- Keep tag naming consistent over time.
- Use tags for business context, not as a substitute for primary platform integrations.
- When possible, automate tags through your ecommerce platform or app workflows.
- Document internally what your important tags mean so analysts interpret them consistently.