HOW TO ADD TAG

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1.0 What Are Tags? #

  • Tags are labels that help you organise and categorise data, such as customer information, based on specific traits, behaviours, or interactions. By using tags, you can easily segment and manage your audience.
  • For example, tags can identify customer loyalty levels, preferences, or actions such as First Purchase or VIP Member.
  • Tags also simplify the process of assigning rewards. When you tag customers based on their actions or loyalty milestones such as Gold Member or 1000 Points you can automatically track and allocate rewards more efficiently

2.0 Add Tags #

Step 1: From the dashboard, select Tags. #

Step 2: Click New Tags to create a new tag. #

Step 3: Enter the name of the new tag and create it. Once created, the tag will be available for use. #

3.0 How To Use The Tags #

3.1 Customers #

  1. Go to Customers (CRM) and click Edit for the customer you want to tag.
  2. In the Tags section, your created tags will be displayed automatically.
  3. Select the tag you want to apply and save the changes.

3.2 Rewards #

  • After creating the reward tags, enable Auto-assign to Customers with tags.
  • To do this: go to Rewards (Loyalty Program), click Edit for the reward, and make your changes in the Configuration section.
  • Next, go to Customers (CRM), click Edit for the customer, and add the reward tag.
  • The customer will then automatically receive all rewards associated with that tag.
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