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Create tags and promotions

Use categories as map filters and tags to mark places with pickup, launches or promotions, with dates, colors, icons and links.

Navify team 2 min read

Categories and tags organize your places and become filters on the map. Both live on the Categories and tags screen.

Categories: what a place is

A category says what a place is: Store, Reseller, Clinic, Outlet. Every place has exactly one. On the map, categories become a filter.

Create at least one category before adding places. A category in use by places can’t be deleted; move the places first.

Tags: something about a place

A tag is a label you can put on places of any category: Pickup, New store, Black Friday. A place can have many tags. Use New tag and fill in:

  • Name and an optional description.
  • Background and text colors for the label on the map.
  • Icon (optional): a square PNG, JPG or WebP, at least 64×64 pixels and up to 1 MB.
  • Start and end dates (optional). Outside them, the tag doesn’t appear in the store. Without dates, it is always active.
  • Categories it applies to. Leave all unchecked for every category. Restricting a tag removes it from places of other categories.
  • Promotion link (Essential). The label becomes a link on the map and on the product page.

Apply a tag to places

  • On one place: open it on Places and pick its tags.
  • On many places from the list: select them and use Apply tag in the bar that appears.
  • On many places from a file: on Import and export, under Apply a tag to many places, choose the tag and whether to add or remove it, and send a CSV with an external_id column. Places without an external code can’t be reached this way, and codes not found appear under See errors without stopping the others.

A promotion, start to finish

  1. Create the tag Black Friday with your colors, an end date and the link to the promotion page.
  2. Apply it to the participating places with a list of their external codes.
  3. Done. The label appears on the map and on the product page while the dates last, and disappears by itself at the end.