How to Tag Customers for Segmentation

Overview:
Tags are flexible labels (e.g., “VIP,” “Onboarding”) you can apply to customers for quick segmentation, filtering, and reporting.

Steps:

1. Open a customer record in Customer Management → Customers.

2. Click the Tags field (or + Add Tag) in the profile header.

3. Type a new tag name or select from existing tags.

4. Press Enter to apply the tag.

5. Repeat as needed; up to 10 tags per customer.

Tips & Best Practices:

• Standardize tag usage—decide on singular vs. plural (e.g., “VIP” not “VIPs”).

• Use tags sparingly; 3–5 per customer keeps things manageable.

• Combine tags with groups for layered segmentation (e.g., “Region: APAC” + “VIP”).

Troubleshooting / FAQs:

• Tag not appearing in filter lists: Refresh the page; new tags propagate after save.

• Can’t remove a tag: Hover over the tag and click the × icon; ensure you have edit rights.

• Too many tags on a customer: Consider converting some tags into customer groups for better structure.