What are Tags and how do they work in Approvalify WebDesk?

Created by John A, Modified on Mon, 9 Jun at 6:11 PM by John A

Tags are custom labels (e.g., “Wholesale”, “Retail”, “Distributor”) that you can assign to customers based on their form submissions. These tags help you organize customers and automate approval workflows.

How tags are used:

  • In the Settings section, you can define tag-based rules.

  • When a customer selects or qualifies for a specific tag during registration, the app can automatically approve or reject them based on your configured logic.

  • Tags also help in segmenting your customer base for reporting, discounts, or access control within your store.

This feature makes customer management smarter and more scalable—especially for B2B stores with varied approval conditions.

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