How do tags affect reporting and analytics?

Introduction

very rule you create in the Tag Library automatically becomes a filter in Roadmap Analytics. This means you can measure how specific customer groups, products, or promotions perform — without manually setting up reports or tagging data.

How It Works

• When you create a Tag Library rule (e.g. “VIP Customers,” “UK Only Products,” “Subscription Orders”), Roadmap automatically adds it as a filter option in Analytics.
• You can then view attribution for that rule:
  • Sales revenue
  • Average order value (AOV)
  • Orders placed
  • Customer retention metrics
  • Engagement with bundles, discounts, reviews, or loyalty rewards

👉 Example: Create a “VIP Customers” rule. In Analytics, filter by “VIP Customers” to see how much revenue they generated compared to non-VIPs.

Use Cases

👤 Customer Segments

• Rule: VIP Customers (spend > $200)
• Analytics: Compare VIP vs. regular customer revenue and AOV.

📦 Order Segments

• Rule: Subscription Orders
• Analytics: Track recurring revenue and churn vs. one-time purchases.

🛍️ Product/Collection Segments

• Rule: Holiday Collection (Dec 1–Dec 31)
• Analytics: Attribute sales and measure limited-time product performance.

⭐ Reviewers

• Rule: Customers who left a review
• Analytics: Measure if reviewers have a higher repeat purchase rate.

📬 Marketing

• Rule: Early Access Segment (Klaviyo Sync)
• Analytics: Attribute sales generated by campaign-driven segments.

Why This Is Powerful

• Direct attribution → See exactly how much sales and engagement came from each rule.
• No extra setup → Every rule is automatically available in Analytics.
• Flexible filters → Combine rules with date ranges, product performance, or campaign data.
• Better decision-making → Know which segments and promotions drive the most ROI.

Common Questions

• Do I need to set up reporting for each rule?
  • No — once you create a rule, it’s instantly available in Analytics as a filter.
• Can I see revenue attribution by rule?
  • Yes — each rule shows attributed revenue, orders, and customer activity.
• Can I export filtered reports?
  • Yes — export reports with rule-based filters for external analysis.
• Will rules apply retroactively in Analytics?
  • Yes — rules evaluate all past and current customers, orders, and products that meet the conditions.

Cross-Feature Links

• Roadmap Analytics Overview
• How do I use the Tag Library to segment customers?
• How does the Tag Library connect with other features?

Summary

Every Tag Library rule automatically becomes a filter in Roadmap Analytics. This lets you attribute sales, orders, AOV, and retention directly to that rule, so you can measure exactly how customer segments, secret products, bundles, or campaigns perform.