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How to: Manage Customer Tags

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Customer Tags enable you to group your Customers based on criteria that you define. Add tags that characterize customers as it's relevant to your business. Then use these to filter your Customers, create Customer Lists, and send Automated Campaigns.

Here are a few ways that you might use Customer Tags:

  • If you have Customers who responded to a specific marketing Campaign, you can create a tag for that Campaign.
  • If Customers have expressed an interest in a soon to be released product - you can tag those Customers. Then easily locate those Customers later when you are ready to send a Campaign to announce that the product has arrived.
TIP: to filter the Customers on the CUSTOMERS page by tag, expand the "Tags" filter and enter the tags you want to use. Learn more about filtering Customers.

How to: Add a Tag on an individual Customer

  1. From the blue navigation bar, select the MARKETING tab and click CUSTOMER LIST from the drop down menu.
    Marketing_-_Customer_List__short_.png
  2. On the CUSTOMERS page, locate the customer you wish to update. Click their name.
    Click_Customer_Name.png
  3. On the Customer Details page, click the Manage Tags button.
    Manage_Tags_button.png
  4. Type a tag name. If the tag has never been saved before, it will be created after hitting ENTER on your keyboard.
    Add_tag_one.png
  5. Click the X in the top right of the modal when you are done. The change is saved automatically.
    X_Manage_Tags.png

How to: Remove a Tag from an individual Customer

  1. From the blue navigation bar, select the MARKETING tab and click CUSTOMERS LISTS from the drop down menu.
    Marketing_-_Customer_List__short_.png
  2. On the CUSTOMERS page, locate the customer you wish to update. Click their name.
    Click_Customer_Name.png
  3. On the Customer Details page, click the Manage Tags button.
    Manage_Tags_button.png
  4. To remove a tag, click the X next to the tag name.
    Remove_tag_one.png
  5. Click the X in the top right of the modal when you are done. The change is saved automatically.
    X_Manage_Tags.png

How to: Add Tags to multiple Customers from the CUSTOMERS page

  1. From the blue navigation bar, select the MARKETING tab and click CUSTOMER LIST from the drop down menu.
    Marketing_-_Customer_List__short_.png
  2. On the CUSTOMERS page, check the box next to each Customer name that you want to tag.
    Select_several_customers.png
    TIP: use the filters to narrow down the list to all the Customers you need to tag. Then select all the Customers at once. Learn more.
  3. Click the Add Tag button.
    Add_Tag_button.png
  4. Enter the name of the tag.
    Add_tag_many.png
  5. Click Submit.
    Submit_Add_Tag.png

How to: Update Tags for multiple Customers via a CSV file

  1. Download your Customer contacts. Learn more.
  2. Open the downloaded CSV file.
  3. Review the "Tags" column. Add or remove the tags as needed.

    TIP: some important things to keep in mind when creating the CSV file.

    • Be sure to include all Tags that should be assigned to the customer.
    • Whatever is included in this field will override what is saved in ShippingEasy. For instance, leaving the field blank will delete all existing Tags on the Customer record.
  4. Save the file in CSV format. Learn more.
  5. Upload the CSV file to ShippingEasy. Learn more.

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