Customer Tags

Tags let you label and segment customers for targeted marketing campaigns and audience analysis.

How tags work

Tags are free-form labels (e.g. "VIP", "Catering", "Lunch Regular", "Corporate") that you can assign to customer profiles. They're used in two key ways:

• Campaign targeting — When creating a campaign, filter recipients by one or more tags using AND/OR logic.
• CRM filtering — Filter the customer list by tags to view specific segments.

Managing tags

1. Go to Customers → Tags in the admin sidebar.
2. Create new tags with a name.
3. Assign tags to customers from the CRM page — individually or in bulk.
4. Edit or delete tags as your segmentation needs evolve.

Tag strategy suggestions

• Behaviour-based — "Lunch Regular", "Weekend Only", "High Spender".
• Source-based — "Instagram", "Google Ads", "Walk-in Converted".
• Preference-based — "Vegetarian", "Halal", "Spicy Lover".
• Loyalty-based — "VIP", "At-risk", "Win-back Target".