What this page is for
Customer tags lists the labels your business puts on customers, such as VIP or Corporate lunch. A tag is put on a customer from their own page, with Edit tags, and a rule segment can pick out everyone who carries one.
Tags come with the CRM add-on. Everyone whose role can view customers sees this page; adding, renaming, retiring and reactivating need a role that can manage customers.
How to…
How to add a tag
Type its name, up to 40 characters, and press Add tag. No two live tags may share a name.
How to retire a tag
Press Retire on its row. Customers keep the tag, but it can no longer be put on anyone else. Reactivate brings it back.
Worked examples
Restaurant and bar
The Acacia Grill & Bar tags its regular Friday lunch guests Friday regular, then sends them a message when the new menu arrives.