Customer Tags

Customer Tags are a unique way to identify and segment customer records. 

Tags are organized within categories.

Tags can be assigned to a customer one of 3 ways:

1. Directly to an individual customer card.
2. To a set of customer search results using Bulk Modify. 
3. Via online account creation.

Utilizing search to identify customers who have one or more tags is an effective method for creating segmented target groups for email campaigns.

Here are a few examples how to use customer tags.

• Create a tag category for wine preferences by type or varietal.
• Track details of referrals or deepen customer source information.
• Tag customers who have multiple homes, or a summer vacation residence to remind them when it's time to restock the wine cooler.

Create and Manage Customer Tags

Customer tags can be viewed, created and organized in the Customer Tags page. In the menu navigate to Customers > Tags.

Add/Create a Tag Category

1. Click on New Category
2. Enter the category name
3. Display as:
   1. Checkboxes allow for multi-select within a category
   2. A drop-down functions as a single selector for a category. (see examples below.)
4. Show at <winery name> site for these forms: The tag(s) will automatically be shown on your web site Designer Widgets(DW) pages indicated:
   1. Create Account
   2. Email not found > Signup
   3. Join List

   4. My Account > Edit Profile

      NOTE: You may need to consult with your web designer to display these on your web site.

Create a Tag

1. Under a new or existing Tag Category, enter the new tag name and click Enter

   

Tag Alerts

• Tags can be flagged for an alert that will appear at the top of the customer card, in the POS when the customer is selected for the order, and in a calendar reservation.
• If the Alert box is checked for a given tag, and the customer has that tag assigned, it will create the alert.

Edit Customer Tags

• To change an existing category name or tag name, click the edit pencil. 
• Changing an existing customer tag will also update all associated customer records.
• Tags and Categories can also be re-organized and sorted using the arrows-icon to drag n' drop to sort them.  Categories and Tags can be moved within their respective lists. 
• To delete a Tag Category or a specific Tag, use the trash-can icon. 
  • When a Tag Category is deleted, all associated tags are also deleted and removed from customer records. 
  • When an individual tag is deleted, it is removed from all assigned customer records.