Tag rules for Yearbook Selection

Commerce

The Commerce platform allows you to tag images and set up rules for the added tags. By adding a tag rule to yearbook selections you can control which images the customer can choose from. 

The first step to set this up is to tag the images. Once tags have been added to the images you can go into the stage settings of a session and add the rule that either includes the images that are tagged or excludes them on the customers end. 

Jump to:

• Adding tags to subject images
• Adding tag rules for yearbook selection

Adding tags to subject images

1. Locate the Session in the Client & Sessions > Sessions area and click on the session name.
2. Click the Subjects tab. Find the subject and click the subjects name next to the green gallery icon.
3. Once inside the gallery, select the images you wish to tag.
   

   Quick tips for image selection: To select all images in the gallery press the A key on your keyboard. You can also click and drag your mouse over the images you would like to select. To select multiple images by clicking on them: Windows: Hold CTRL and click the images. Mac: Hold COMMAND and click the images. The selected images will be highlighted in green.

4. Click Add Tags in the bulk edit tool bar that appears after selecting the images.
5. In the popup that appears, enter in the tag name you would like to add (i.e. yearbook) and then press the tab or , key to complete the tag. The tag will turn green if completed and can be saved by using the green Save button.
   

Adding tag rules for yearbook selection

1. Locate the Session in the Client & Sessions > Sessions area and click on the session name.
2. Click on the cog icon   of the stage you would like to apply the Tag rule.

   Yearbook selection settings are only available in Re-order / Proofing stages. If you have multiple Re-order / Proofing stages you will need to apply the tag rule settings to all of these stages individually.

3. Scroll to the Yearbook section title and set the Enabled Yearbook Selection setting to Yes. 
4. Click the blue Add Tag Rule button.
5. Add a description i.e. Yearbook selection.
6. Select if you would like to exclude or include images that have been tagged.
7. Select if you want to use all selected tags or any selected tags from the list of tags you will add below in the next step.
8. Select the tags you have created earlier.
9. Scroll down to the bottom of the page and press Save.