How to Tag Items for Use in Item-Based Promotions

TRANSCRIPT:

Hello, and welcome to this Grubhub Dashboard walkthrough. In this video we’ll show you how to tag items for use in Item-based promotions.

When creating item-based promotions, it’s important to remember that the system doesn’t track your individual menu items. Instead, you must create tags to assign to those items, then use the tags when building promotions.

To tag a menu item click the Item Tagging button on the right-hand panel. From the drop-down menu click Items. From here you will see a running list of all of the menu items that have been entered into the system. To find the item or items you’d like to tag you can either use the search bar at the top, or scroll through the items to find the right one.

There are two ways to tag a menu item. The first way is to tag them one-by-one by clicking Edit item next to the item you’d like to tag. This pops up the merchant tags selection. Click the drop-down menu to select the item tags you’d like associated with this item and click Update.

You can also tag multiple items at once. Click the white check boxes to the left of the items you’d like to tag. Then click + Add tags at the top-left corner. Select the tag or tags you’d like to add from the drop-down menu, then click Add tags. This will add the tags to all the items you selected at the same time.

Note that you can add as many or as few tags to each item as you’d like. For example, the item 12oz cold brew could be associated with the tags “Coffee”, “Iced Drinks”, and “All Drinks”. Please note that our system will treat differences in capitalization, spelling, or abbreviation as different items, so you may need to associate multiple items with your tag. Item names can vary based on whether they pass through the point of sale or through your order ahead provider, and they could also vary by size or flavor. Just note, when creating item-based promotions, it’s always a good rule of thumb to double check that every item you’d like included in that tag has been properly tagged here. 

When tagging items, we would recommend that you sort by Last Seen At to ensure that you capture the most recently ordered items, and by Number of Items sorted to descending, to ensure that you capture the most frequently purchased items.

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