Customer Tags
Customer Tags are a unique way to identify and segment customer records. Tags are organized within Categories, and are incredibly useful to track information about specific customers. Tags can be assigned to a customer directly in an individual's customer card or to a large set of customers using Bulk Modify. Then, using search to locate customers based on one or more tags is a great way to create target customer groups for campaigns.
Permission Required: To access the customer tools, your user account must be enabled with the permission to access the main menu for Customers.
Contact your eCellar User Manager for assistance.
Best Practice: Here's a few examples how to use customer tags.
- Create a tag for customers with a ship state currently on weather-hold to easily communicate with them regarding order status.
- Create a tag category for wine preferences by type or varietal too.
- Tags for 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. The table of existing customer tags will display. For a brand new database, there may be no tag categories created or there may be tags used from the initial data import process.
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To add a new Tag Category (if it doesn't already exist) click on New Category.
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Enter a new Category Name and choose the display option: checkboxes or drop-down menu. Then click OK.
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Category Name The category name is used to label and organize the tags within the category Display as Option: checkboxes or drop-down menu
Checkboxes allow for multi-select within a category
A drop-down functions as a single selector for a category. (see examples below.)Public The web view will automatically use tag categories marked Public, and they automatically be shown on Join List web site view. How Customer Tags display in the customer card
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Select the Category to add tags to. In the New Tag field type the name of the new tag, then click Enter/Return to add the new tag. Continue adding all the tags to the category as you would like.
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ALERTS: Tags can be flagged for an alert that will appear at the top of the customer card. If the Alert box is checked for a given tag, and the customer has that tag assigned, it will create the alert.
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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 a new location. 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.