Tag customers
Label customers with tags like VIP or Commercial account, then filter your list and target automations by tag.
Tags are short labels you make up yourself, such as VIP, Pays cash or Spring tune-up. Use them to group customers in whatever way helps your business. A VIP tag is highlighted so it stands out.
Add or remove tags
- Go to Customers, open the customer, then select More → Edit.
- In Lead source and tags, click into Tags, type a tag and press Enter (or type a comma). Add as many as you like.
- To remove a tag, select the × on it.
- Select Save changes.
You can also add tags when you add a customer.
The tags show next to the customer's name on their page and in the Tags column of the customer list.
Find customers by tag
On the Customers list, either:
- select a tag on any customer to show every customer with that tag, or
- type a tag in the Tag filter.
Select Clear tag to go back to the full list.
Tag many customers at once
On the Customer insights page, you can select customers in a list and use Add tag to tag them all in one go. See Use customer insights.
Use tags in automations
An automation can send messages to every customer with a certain tag. Tagging a customer doesn't send anything by itself. Automations are included on Connect and up. To set up automations, see Marketing.
Properties have their own, separate tags — for example "Backflow test due". Add them on the property form.