How do I tag customers?

Tags are your own labels for customers, like "Wholesale" or "Do not call". Make them with the Tags button on the Customers page, then tick them on a customer's profile and press Save.

Where to find it

Your tags: Admin › CRM › Customers › Customers › Tags
Tagging one customer: open the customer, then Details › Tags

Making, changing and giving tags needs CRM — work with customers. Admin, Manager, Supervisor and Moderator get it with their role. A Store Manager or Seller can be given it.

Step by step

Make or change your tags

Go to Admin › CRM › Customers › Customers and press Tags.
To add one, pick a colour, type the name (for example "Corporate") and press Add.
To rename one, change its name or colour and press the tick button next to it.
To delete one, press the bin button and confirm. The tag is taken off every customer who had it.

Tag a customer

Open the customer's profile.
Under Details › Tags, tick the tags that fit. Untick any that no longer fit.
Press Save.

Good to know

Starter tags. The first time your store opens the CRM, three tags are made for you: Wholesale, Follow up and Do not call. Rename or delete them as you like. They are not made again.
Filter by tag. On the Customers page, pick a tag in Any tag and press Filter to see only those customers. Mix it with a group, a staff member or a search.
Tags show everywhere a customer does: in the list, on the profile and in Export CSV.
Tags and groups are different. Groups (VIP, Repeat, New, Inactive, Risky…) are set by the orders by themselves. Tags are only what your team gives.
A tag name can be up to 60 characters.
Each store has its own tags. Another store never sees them.

Common problems

There is no Tags button and the tag boxes are grey. The login has only CRM — see customers. Add CRM — work with customers in Admin › Administration › Users & access › Users & logins.
You ticked tags but they did not stay. Press Save at the bottom of Details after ticking.

Still need help? Ask in our Facebook group — the team and other shop owners answer there.

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