Customer tags

Tags are custom labels for your customers, so you can segment and filter your customer list however you need. They sync automatically with Klaviyo and Mailchimp, so your email segments stay current without extra work. Tags work on the web platform and POS.

On this page

• Create a tag
• Edit a tag
• Retire a tag
• Add a tag to a customer
• Remove a tag from a customer
• Filter customers by tags
• Discounts by tag

Create a tag

1. Click Customers > Customer Tags.
2. Click New Tag.
3. Add the tag name. This shows on the customer list and profile.
4. Add a description if you want one. It becomes the tooltip when you hover over the tag.
5. Choose the tag color.
6. Click Save.

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Edit a tag

1. Click Customers > Customer Tags.
2. Click the vertical ellipses on the tag.
3. Click Edit.
4. Make your changes and click Save.

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Retire a tag

1. Click Customers > Customer Tags.
2. Click the vertical ellipses on the tag.
3. Click Retire.

Note: Retiring a tag removes it from customer profiles but keeps it in your tag list. Reactivate it later and it goes back onto every customer who had it.

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Add a tag to a customer

1. Click Customers > Customer List.
2. Click the customer's name to open their profile.
3. Directly under their name, click Add Tag, or Edit Tags if they already have some.
4. Search for an existing tag and click it to add it.
5. To add a tag that doesn't exist yet, type the name and click Add: [tag name]. You can set its color and description later from the Customer Tags list.

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Remove a tag from a customer

1. Click Customers > Customer List.
2. Click the customer's name to open their profile.
3. Click Edit Tags.
4. Click the X on the tag to remove it from this customer.

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Filter customers by tags

1. Click Customers > Customer List.
2. Use the Tags filter at the top of the list. You can select more than one.
3. With multiple tags selected, the results show customers who have any of them.

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Discounts by tag

1. Click Products > Discounts & Fees and create a discount, or open an existing one.
2. In the discount criteria, switch on Customer tags.
3. Choose the tags you want, or select All Tags.
4. Finish the setup and click Save.

The discount applies to any customer with at least one of the tags you selected. At checkout it applies once the customer is identified by their email address. For the full discount setup, see Discounts.

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