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Overview

Tags are customizable labels that help you organize and segment your business data in PayRequest. Apply tags to customers, subscriptions, products, invoices, smart links, and expenses to create powerful workflows, filter data, and trigger automations.
Tags are essential for organizing large datasets. Create tags for customer segments (VIP, trial users), product categories (services, physical), or campaigns (Summer 2025) to quickly filter and analyze your data.

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Key Features

  • Color-Coded Labels: 18 color options for visual organization
  • Multi-Entity Support: Tag customers, subscriptions, products, invoices, smart links, and expenses
  • Filtering & Segmentation: Filter any entity list by tags with AND/OR logic
  • Automation Triggers: Automatically add/remove tags based on email events
  • Usage Tracking: See how many entities use each tag
  • CSV Export: Export tagged entities for reporting
  • Per-Business Isolation: Tags are private to your business account

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Accessing Tags

Navigate to Tags in your dashboard sidebar to access the tag management interface.
Tags are available for all PayRequest accounts. You can create unlimited tags per entity type.

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Supported Entity Types

PayRequest supports tagging 7 different entity types:
TypeDescriptionCommon Use Cases
CustomerCustomer profilesVIP, Active, Churned, Lead Source
SubscriptionPayRequest & Mollie subscriptionsPlan tier, Trial, Annual, Monthly
ProductDigital products and servicesCategory, Featured, On Sale
InvoiceInvoices and billsUrgent, Overdue, Paid, Disputed
Smart LinkMarketing payment linksCampaign, Channel, Season
ExpenseRecurring expensesSoftware, Marketing, Operations
SupportSupport-related itemsPriority, Department, Status

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Creating Tags

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Step 1: Open Tag Creation

From the Tags page, click Create Tag in the top right corner.

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Step 2: Configure Tag Details

Required Fields:
  • Name: Descriptive label (e.g., “VIP Customer”, “Summer Campaign”)
  • Type: Select entity type (Customer, Subscription, Product, etc.)
  • Color: Choose from 18 color options
Tag names must be unique within each type. You can have a “VIP” customer tag and a “VIP” product tag, but not two “VIP” customer tags.

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Step 3: Save Tag

Click Create Tag to save. The tag is immediately available for use across your dashboard.

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Available Colors

Choose from 18 color options to visually distinguish your tags:

Neutral

zinc

Warm

red, orange, amber, yellow

Cool

lime, green, emerald, teal, cyan, sky, blue, indigo

Accent

violet, purple, fuchsia, pink, rose
Use consistent color schemes for similar tags. For example, all subscription tier tags could use shades of blue, while all campaign tags use warm colors.

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Applying Tags

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To Products

  1. Go to Products in the sidebar
  2. Click on a product to view details
  3. Click Manage Tags button
  4. Select tags from the dropdown or create new ones inline
  5. Click Save Tags

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To Subscriptions

  1. Go to Subscriptions in the sidebar
  2. Click on a subscription to view details
  3. Scroll to the Tags section
  4. Click Manage Tags
  5. Select or create tags
  6. Click Save Tags

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To Customers

  1. Go to Customers in the sidebar
  2. Click on a customer profile
  3. Locate the Tags section
  4. Add or remove tags as needed

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To Invoices

  1. Go to Invoices in the sidebar
  2. Click on an invoice to view details
  3. Use the tag management interface to add tags
When creating or editing a smart link:
  1. Scroll to the Tags field
  2. Select existing tags or create new ones
  3. Tags help organize links by campaign, channel, or purpose

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To Expenses

In the Expense Tracker:
  1. Open an expense record
  2. Add tags to categorize by department, type, or project

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Filtering by Tags

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Basic Filtering

Most entity list pages support tag filtering:
  1. Locate the Tag Filter dropdown
  2. Select one or more tags
  3. The list updates to show only matching items

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AND vs OR Logic

When selecting multiple tags: ANY (OR Logic) - Default
  • Shows items that have at least one of the selected tags
  • Example: Select “VIP” and “Trial” → Shows VIP customers OR trial customers
ALL (AND Logic) - Toggle available
  • Shows items that have all selected tags
  • Example: Select “VIP” and “Annual” → Shows only customers who are BOTH VIP AND on annual plans
The filter logic toggle appears when you select multiple tags. Click to switch between ANY and ALL matching modes.

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Tag View & Analytics

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Accessing Tag Details

Click on any tag name to view its detail page, which shows: Tag Information
  • Name, color, and type
  • Total usage count
  • Creation date
Tagged Entities
  • List of all entities using this tag
  • Searchable and paginated
  • Organized by entity type

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Usage Breakdown

For Subscription tags, you’ll see separate counts:
  • PayRequest subscriptions (native)
  • Mollie subscriptions (legacy)

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CSV Export

Export tagged entities for reporting:
  1. Open a tag detail page
  2. Navigate to the entity type section
  3. Click Export CSV
  4. Download includes entity details with tag information

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Tag Automations

Tags integrate with PayRequest’s automation system for powerful workflow automation.

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Automatic Tagging via Email Events

Set up automations to automatically tag customers based on email delivery status: Available Triggers:
  • email_bounced - Email couldn’t be delivered
  • email_complained - Recipient marked as spam
  • email_failed - Email delivery failed
Common Automation Example: 
Trigger: email_bounced
Action: add_tag
Tag: "Invalid Email"
Email automations help maintain clean customer data. Tag bounced emails to prevent sending to invalid addresses and protect your sender reputation.

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Setting Up Tag Automations

  1. Go to Automations in the sidebar
  2. Click Create Automation
  3. Select trigger type (e.g., Email Bounced)
  4. Choose action: Add Tag or Remove Tag
  5. Select or create the target tag
  6. Save and activate
Create a “Verified Email” tag and remove it when emails bounce. Use this tag for filtering customers with confirmed email addresses.
Smart Links support automatic customer tagging after successful payments. This is powerful for tracking campaign conversions and customer lifecycle. Available Actions:
ActionDescription
Apply TagAdd a Customer tag after payment
Remove TagRemove a Customer tag after payment
Common Use Cases: 
Smart Link: "Summer Campaign 2025"
Customer: John Doe
After Payment: Apply tag "Summer 2025 Customer"

Smart Link: "Upgrade to Premium"
Customer: Jane Smith
After Payment:
  - Remove tag "Free Tier"
  - Apply tag "Premium Customer"
Setting Up Smart Link Tag Automation:
  1. Go to Smart Links and create or edit a link
  2. Select a customer in Send smart payment link to customer
  3. Scroll to After Payment Actions
  4. Configure Apply Tag to Customer to add a tag
  5. Configure Remove Tag from Customer to remove a tag
  6. Save the smart link
The Remove Tag dropdown only shows tags that the selected customer currently has, plus any tag you’ve selected to apply (since it will be added upon payment).
Combining with Redirect: You can combine tag automation with redirect actions:
  1. Apply a tag (e.g., “Paid Customer”)
  2. Remove a tag (e.g., “Lead”)
  3. Redirect to a thank-you page
All three actions execute after successful payment.
Use Smart Link tag automation to move customers through your sales funnel automatically. Remove “Prospect” tags and add “Customer” tags upon payment completion.

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Managing Tags

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Editing Tags

  1. From the Tags list, click Edit on any tag
  2. Modify name, color, or type
  3. Changes apply immediately to all tagged entities

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Deleting Tags

  1. Click Delete on a tag
  2. If the tag is in use, you’ll see a warning with usage count
  3. Confirm deletion
Deleting a tag removes it from ALL entities that use it. This action cannot be undone. Consider renaming or deactivating tags instead.

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Tag Type Restrictions

Once a tag is created with a specific type, it can only be applied to that entity type:
  • Customer tags → Customers only
  • Product tags → Products only
  • Subscription tags → Both PayRequest and Mollie subscriptions

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Best Practices

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Naming Conventions

Do:
  • Use descriptive names: “Q4 2025 Campaign” instead of “Campaign1”
  • Be consistent: “VIP Customer” and “VIP Product” are clear
  • Use categories: “Lead Source: Website”, “Lead Source: Referral”
Don’t:
  • Use vague names: “Tag1”, “Test”, “New”
  • Create duplicates: “VIP” and “V.I.P.” and “vip”
  • Use overly long names (max 255 characters)

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Color Strategy

Assign colors with meaning:
ColorSuggested Use
GreenPositive status (Active, Paid, Verified)
RedNegative/Urgent (Overdue, Churned, Invalid)
BlueInformation (Plan tier, Category)
Yellow/OrangeWarning/Attention (Trial ending, Needs review)
PurpleSpecial (VIP, Featured, Premium)

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Organization Tips

  1. Start Simple: Begin with 3-5 essential tags per type
  2. Review Regularly: Remove unused tags quarterly
  3. Document Purpose: Use consistent naming so team members understand tag meanings
  4. Combine with Automations: Let automations handle routine tagging

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Use Cases

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Customer Segmentation

Lifecycle Tags:
  • Trial User
  • Active Customer
  • At Risk
  • Churned
Value Tags:
  • VIP
  • High Value
  • New Customer
  • Referral Partner

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Subscription Management

Plan Tags:
  • Freelancer Plan
  • Business Plan
  • Enterprise
  • Legacy Plan
Status Tags:
  • Annual Billing
  • Monthly Billing
  • Trial Period
  • Pending Cancellation

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Marketing Campaigns

Smart Link Tags:
  • Black Friday 2025
  • Email Campaign
  • Social Media
  • Partner Referral

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Invoice Organization

Status Tags:
  • Urgent
  • Disputed
  • Partial Payment
  • Sent Reminder

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Troubleshooting

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Tags Not Appearing

Check:
  1. Tag type matches entity type (Customer tag won’t appear on Products)
  2. You’re filtering by the correct type
  3. Clear browser cache and refresh

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Can’t Delete Tag

Cause: Tag is currently in use Solution:
  1. View tag details to see which entities use it
  2. Remove tag from all entities first
  3. Then delete the tag

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Duplicate Tags

Cause: Tags were created with similar names or different capitalizations Solution:
  1. Identify the duplicate tags
  2. Update entities to use one tag consistently
  3. Delete the unused duplicate

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Automations Not Adding Tags

Check:
  1. Automation is set to Active
  2. Trigger conditions are met
  3. Tag exists and matches entity type
  4. No errors in automation logs

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API Integration

For developers integrating with PayRequest:

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Tag Structure

{
  "id": 1,
  "name": "VIP Customer",
  "color": "purple",
  "type": "Customer",
  "user_id": 1,
  "created_at": "2025-01-15T10:30:00Z"
}

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Polymorphic Relationship

Tags use Laravel’s polymorphic many-to-many relationships:
  • tags table: Tag definitions
  • taggables table: Pivot table linking tags to entities
    • tag_id: Reference to tag
    • taggable_id: Entity ID
    • taggable_type: Entity class (Customer, Product, etc.)

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Frequently Asked Questions

No. Each tag is specific to one entity type. However, you can create tags with the same name for different types (e.g., “VIP” for both Customers and Products). They will be separate tags with independent usage tracking.
No, there’s no limit. However, for practical organization, we recommend keeping your tag count manageable - typically under 50 tags per type.
No. Tags are internal organizational tools only. They’re visible only in your dashboard and never shown in the customer portal, shop, or invoices.
When you delete a customer, subscription, or other entity, the tag associations are automatically removed. The tags themselves remain available for other entities.
Currently, tags are applied individually. For bulk operations, consider using the CSV import feature with tag assignments or setting up automations for automatic tagging.
Yes! The Subscription tag type works with both PayRequest native subscriptions and legacy Mollie subscriptions. You can tag and filter both types using the same tags.
Yes. Most entity list pages include a tag filter dropdown. Select one or more tags to filter the displayed items. You can also search within tagged entities on tag detail pages.
Automations run when specific events occur (like email bounces). For new customer tagging, you’ll need to manually apply tags or use future automation triggers like “customer_created” when available.

Email Automations

Set up automatic tagging based on email events

Customer Management

Organize and segment your customers

Smart Links

Tag marketing links by campaign

Activity Tracking

Monitor tag changes in activity log