Manual Tags

    Manual tags are custom labels with colours and icons that you create and assign to customers. They're separate from the system-generated tier tags (New, Regular, VIP) which are calculated automatically based on order history.

    Creating manual tags

    1. Go to Customers → Manual Tags in the admin sidebar.
    2. Click Create Tag.
    3. Enter a tag name, choose a colour, and pick an icon.
    4. Save the tag — it's now available for assignment.

    Assigning tags to customers

    • Individual assignment — Open a customer profile in the CRM and add or remove manual tags.
    • Bulk assignment — Select multiple customers in the CRM table and assign a tag to all of them at once.
    • Bulk removal — Similarly, remove a tag from multiple customers in one action.
    Screenshot: Manual tags management page showing tags with colours, icons, and assignment counts

    Manual tags vs. system tags

    FeatureSystem TagsManual Tags
    AssignmentAutomatic (based on orders)Manual (admin-assigned)
    ExamplesNew, Regular, VIP, At-RiskCatering, Corporate, Influencer
    CustomisableThresholds onlyName, colour, icon
    Campaign targetingYesYes

    Using manual tags in campaigns

    Manual tags appear alongside system tags when configuring campaign audience filters. You can combine manual and system tags using AND/OR logic to create precise audience segments (e.g. "VIP AND Corporate" or "Catering OR Corporate").

    Tip: Use manual tags for segments that can't be derived from order data alone — like customers acquired from a specific event, influencer referrals, or dietary preferences shared verbally.