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. To add a tag to an individual customer:

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

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Step 2. From the drop-down menu, search, select, or create a new tag.

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Step 3. 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.

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Step 4. You can select or create multiple tags from this menu. Click Save when complete.

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2. To remove a tag for an individual customer:

Step 1. Click the "X" of the tag you would like to remove.

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3. To add a tag for multiple customers:

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

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Step 2. Select Add Tags, then click Next

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

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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.

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

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4. To remove a tag for multiple customers:

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

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Step 2. Select Remove Tags from the drop down.

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

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Step 4.Click Confirm when complete.

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Put tags into action:

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