Applies to: All (Users, Managers, & Admins)
Table of Contents
Add a tag to an individual customer
Remove a tag from an individual customer
Add tags for multiple customers
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.
Step 2. From the drop-down menu, search, select, or create a new tag.
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.
Step 4. You can select or create multiple tags from this menu. Click Save when complete.
2. To remove a tag for an individual customer:
Step 1. Click the "X" of the tag you would like to remove.
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
Step 2. Select Add Tags, then click Next
Step 3. Search, select, or add a new tag.
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.
Step 5. Confirm your tag changes. Click the checkbox to apply changes. Select Confirm to complete
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
Step 2. Select Remove Tags from the drop down.
Step 3. Search or select the tags you want to remove. Click Next
Step 4.Click Confirm when complete.
Put tags into action:
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