How to Create and Use Tags

What Is This?

Tags are labels you attach to customers to organise and segment them. Think of them like coloured stickers — you tag customers based on their behaviour, preferences, or any criteria that matters to your business. Tags are powerful because they integrate with campaigns, rewards visibility, and broadcast filtering.

Real-Life Example

Puan Mira runs Petshop Mira in Kota Kinabalu. She creates tags like "Cat Owner", "Dog Owner", "Premium Customer", and "Walk-in". When she launches a cat food promotion, she sends the broadcast only to customers tagged "Cat Owner" — no wasted messages, higher engagement.

How to Create Tags

Step 1: Open the Tags Page

From the Admin Panel sidebar, go to Settings → Tags.

Step 2: Create a New Tag

Click Create at the top of the page. Enter the tag Name (e.g., "VIP", "Student", "Cat Owner") and click Create.

That's it — the tag is ready to use.

Step 3: Manage Existing Tags

From the Tags list, you can:

• Edit — Click the pencil icon to rename a tag
• Delete — Click the delete icon to remove a tag
• Bulk Delete — Select multiple tags and delete them at once

How to Use Tags

Tagging Customers

You can tag customers in several ways:

1. Manually — Open a customer's profile and add tags
2. During import — Include a "Tags" column in your CSV import
3. Automatically — Tags can be assigned through automations and reward rules

Using Tags for Targeting

Once customers are tagged, use tags to:

• Filter broadcasts — Send campaigns only to customers with specific tags
• Control reward visibility — Show certain rewards only to tagged customers
• Segment reports — Analyse performance by customer segment
• Filter customer lists — Quickly find groups of customers

Good to Know

• Tags are organisation-wide — Tags you create are available across all spaces in your organisation.
• No limit on tags — Create as many tags as you need.
• Case sensitive — "VIP" and "vip" are treated as different tags. Be consistent with naming.
• Import-friendly — When importing customers via CSV, include tags as a comma-separated list in the Tags column.
• Automations — Some features (like referrals and reward assignments) can automatically tag customers when triggered.