Customers: Add Customer Tags

Introduction

Tags are identifications that you can use to label your customers. For example, you may categorize your customers into 'Silver', 'Gold' and 'Platinum' members.

This article will teach you how! 

Note: Using the tags, you can choose to offer different promotions based on their labels using the Price Books feature. To learn more about Price Books, click here.

Contents

i) How to Add Tags to a Customer

ii) How to View Customers With the Same Tags

i) How to Add Tags to a Customer 

Step 1.
Go to your BackOffice > Customers and click on the customer’s name. 

Step 2.
To edit information, click Edit.

Step 3.
Scroll down to the 'Tags' section to add tags to this particular customer. Click 'Save' when you are done.

ii) How to View Customers With the Same Tags

You may want to view all customers with the same tags. You can do that by searching your customer data base using the filters.

Step 1.
At your BackOffice, go to Customers. On the customer's page, scroll left to view the 'Tags' section.

Step 2.
Type in the group of tags to group your customers.

Step 3.
You will now see customers with the same tags.

Step 4.
There you go! You can also send messages via SMS to your customer base from the BackOffice. Check out our article on sending bulk SMS.