Tags are simple labels you can use to organize and categorize your customers. You can filter your customer list by tags and use them to build segments for campaigns.
Creating and Managing Global Tags
Global Tags are created in a central list, ensuring consistent naming across your team.
- Navigate to the Tags Page: In the sidebar, go to
Customers > Tags. - Click "Add New Tag": Enter the name for your new tag (e.g., "VIP", "Follow-up", "Competitor").
- Manage Existing Tags: On this page, you can also Edit the name of a tag or Delete it from the global list.
Important: Deleting a global tag from this page does not remove it from customers who already have it. It only removes it from the list of available tags to add in the future.
Adding and Removing Tags on a Customer
You can add or remove tags from an individual customer's profile.
- Go to the Customers Page and find the customer you want to update.
- Click the Edit icon in the Actions column.
- Find the Tags Section: In the customer edit form, scroll down to the "Tags" section.
- Add or Remove:
- To add a tag, start typing in the box and select from the list of existing global tags, or type a new one and press Enter.
- To remove a tag, click the 'x' on the tag you want to remove.
- Save Changes.
