How do I add and remove tags from customers?

Create tags to easily filter your Customer lists 

Leigh Sevin avatar
Written by Leigh Sevin
Updated over a week ago

Applies to: All (Users, Managers, & Admins)

Table of Contents

  1. Add a tag to an individual customer

  2. Remove a tag from an individual customer

  3. Add tags for multiple customers

  4. Remove tags for multiple customers


1. Step 1. From the customer's main profile page, click the + Add button under the Tags section.

Step 1. From the customer's main profile page, click the + Add button under the Tags section.

2. To create a new tag, simply type it into the search bar and the checkbox to select it will appear. Click new tag then select Save to add new tag.

To create a new tag, simply type it into the search bar and the checkbox to select it will appear.  Click new tag then select Save to add new tag.

3. From the drop-down menu, search and select, your New Tags

From the drop-down menu, search, select, your New Tags

4. Click on Save

Click on Save

2. To remove a tag for an individual customer:

1. Click on the tag you'd like to remove

Step 1 screenshot

2. Click on Remove

Step 2 screenshot

3. To add a tag for multiple customers:

Step 1. Pull up an audience or create a filtered list of relevant customers. Select Bulk Edit

Screenshot

Step 2. Select Add Tags, then click Next

Screenshot

Step 3. Search, select, or add a new tag.

Screenshot


Step 4. To create a new tag, simply type it into the search bar and you will see the option to select it appear. You can select or create multiple tags from this menu. Click Save when complete.

Screenshot

Step 5. Confirm your tag changes. Click the checkbox to apply changes. Select Confirm to complete

Screenshot

4. To remove a tag for multiple customers:

Step 1. Pull up a saved audience or create a filtered list of relevant customers. Select Bulk Edit

Screenshot

Step 2. Select Remove Tags from the drop down.

Screenshot

Step 3. Search or select the tags you want to remove. Click Next

Screenshot

Step 4.Click Confirm when complete.

Screenshot

Put tags into action:

Still Need Help?

We are happy to assist you for more 1:1 direction. Reach out to our live chat!

Did this answer your question?