# Products, coupons & tags > What you sell and how you label it — the product editor, what happens after a purchase, discount coupons, and the tags that tie everything together. Source: https://support.estage.com/commerce-catalog Part of the ESTAGE Support help center (https://support.estage.com). Full knowledge base: https://support.estage.com/llms-full.txt --- Three related pieces: **Products** are what you sell, **Coupons** discount them, and **Tags** label the people who buy. ## Products **Manage Products** lists everything in the catalog: | Column | | | --- | --- | | **#ID · Thumb · Title** | The product | | **Type** | **Digital** or **Physical** | | **Price** | What it costs | | **Purchases** | How many times it's been bought | | **Users** | How many people currently have it | Search by name, narrow the list to **All products**, **Digital** or **Physical**, and organise with **folders** — **New folder** sits next to **New product**, and a product's **⋯** menu has **Move to folder**. Tick rows and use **Actions** to move or delete several at once. **New product** first asks *"What are you selling?"*: - **Digital product** — sold on its own, at its own checkout. Nothing ships: access, a file, a licence. Can be a subscription. Courses, memberships and downloads are digital. - **Physical product** — sold from the [online store](https://support.estage.com/store), with options, stock per variant, a weight and shipping. See [Products & inventory](https://support.estage.com/store-products). The choice decides which editor opens and can't be changed afterwards. The rest of this section is about **digital** products. > **Note** > > Deleting a digital product removes it. Deleting a physical product **archives** it instead: it > leaves the storefront and stays in the list as archived, and past orders keep their copy of it. ### The product editor Five tabs: **General** — product name, description and cover image. **Pricing** — the commercial terms: - **Price interval** — **One Time Payment**, **Monthly**, **Annual**, **Free**, or **Custom plans**. - **Payment providers** — which of your connected gateways can take this. Price and currency stay locked until you pick at least one. - **Price / Currency** — the amount. - **Free trial** — on monthly and annual products: on or off, and how many days. - **Vault Product** — on any paid product: pays the owner out directly. - **Payment plans** — with **Custom plans**: alternative billing periods (lifetime, per month, per year), each with its own name, price and terms. - **Purchase disclaimer** — shown to the buyer at checkout. - **Billing terms** — the small print for recurring charges. **Commission** — whether the product is commissionable, and which [affiliate programs](https://support.estage.com/commerce-affiliates) earn on it. **Vendor** — the vendor account and program to credit, when someone other than you is paid for this product. **License** — a license limit (**Not licensed**, **Single hub** or **Unlimited hubs**) and embedded codes, for products distributed with a key. ### After a purchase At the bottom of **Pricing** are the automatic actions. **Action upon purchase** (called *Action upon enroll* on a free product) runs when someone buys; **Action upon refund** runs when the money goes back (paid products only). On a monthly or annual product there's also **Action upon cancel**, which runs when the subscription stops — a renewal that didn't go through, a subscription the payment provider cancelled, suspended or paused, or one ended by hand. When the purchase adds tags, **Take back what the purchase granted** fills it in with the matching removal. | Action | What it does | On purchase | On refund | On cancel | | --- | --- | --- | --- | --- | | **Genesis Redirect** | Send the buyer to a page in a Genesis project | ✓ | | | | **Legacy Redirect** | Send them to a page on the classic platform | ✓ | | | | **Custom URL** | Send them to any address | ✓ | | | | **Autoresponder** | Push them to a connected [autoresponder](https://support.estage.com/crm-email-integrations) list, with tags | ✓ | ✓ | ✓ | | **Add Tags** | Tag the buyer | ✓ | ✓ | ✓ | | **Remove Tags** | Remove tags from them | ✓ | ✓ | ✓ | Add as many as you need — each is picked from the dropdown and appears as a removable chip with its own settings below. > **Tip** > > The pairing worth setting up on day one is **Add Tags** on purchase and **Remove Tags** on > refund — and on cancel, for a subscription — using the same tag. That gives you a `customer-` tag that's always accurate, > which is then a [segment](https://support.estage.com/crm-contacts#saved-segments), an > [automation](https://support.estage.com/email-automations) trigger, and a [broadcast](https://support.estage.com/email-broadcasts) audience — for > free, forever. ## Coupons **Manage Coupons** shows the **code**, its **type**, when it **starts** and **ends**, the **discount**, how many times it's been **used**, and its **status**. A filter narrows the list to **All coupons**, **Digital** or **Physical**. **New coupon** asks *"What kind of code?"*: - **For digital products** — a code at a product's own checkout, one-time or recurring. It also works in the store cart, which tries its own discounts first. - **For physical products** — a store discount: off the order or chosen products, buy X get Y, or free shipping. See [Store discounts](https://support.estage.com/store-orders#store-discounts). Creating a coupon for digital products: | Field | | | --- | --- | | **Coupon code** | What the buyer types — `SUMMER25` | | **Coupon details** | Internal notes, never shown to buyers | | **Discount** and **Discount type** | **Percent (%)**, **Fixed amount**, or — on plan and subscription coupons — **Trial days** | | **Coupon type** | **Product (one-time)**, **Plan** or **Subscription** | | **Duration** | For subscriptions: **Once**, **Forever**, or **Repeating** for a set number of months | | **Products / Plans** | What it's valid on | | **Tags** | Only a signed-in buyer who has one of these tags can redeem it. The store checkout has no sign-in, so a tagged coupon works on order forms only | | **Limit usage count / Max uses** | Cap the total redemptions | | **Active date range** | The window it works in | | **Active** | Whether the code works at all | The code is saved in capitals. Coupons live in folders like products do, and the used-count on the list is the fastest read on whether a campaign code actually landed. ## Tags **Manage Tags** is a simple catalog: **#ID**, **tag name**, **description** and **date created**, organised in folders like products and coupons. Creating one takes a name and an optional description — the description is for you, so `vip` doesn't become a mystery in six months. Tags do a lot of work across the CRM: | Where | How | | --- | --- | | **[Contacts](https://support.estage.com/crm-contacts)** | Filter by tag; add or remove tags on a selection | | **[Automations](https://support.estage.com/email-automations)** | *Tag added* and *tag removed* are triggers; *add tag* and *remove tag* are steps | | **Products** | Applied or removed automatically on purchase, refund and cancel | | **Coupons** | Limit a code to buyers who have the tag | | **[Affiliate programs](https://support.estage.com/commerce-affiliates)** | Grant access to a program | That makes a tag the connective tissue between commerce and email: a purchase applies a tag, the tag triggers an automation, the automation sends the onboarding sequence. See [tags, lists and segments](https://support.estage.com/crm-lists#tags-lists-and-segments) for when to reach for which. ## Things worth knowing - **Changing the catalog takes its own permission.** A team member can create, edit or delete products only if their [role](https://support.estage.com/project-settings-roles) grants that action under **Products**, and the same goes for coupons under **Coupons** — being invited to the project isn't enough. Without it, the change is refused. They can still change a product or coupon they created themselves.