Customer tags in Retailer allows you to add another layer of categorisation in marketing tools, beyond that of categories and interests.
Creating and Assigning Tags
- From the main screen of Retailer, click on Customer > Customer Screen.
- Click on the magnifying glass icon access the Find Customer Screen.
Search for and select the particular customer to assign tags to. - Click on the History tab.
- In the drop-down box, type in the name of the tag or select the tag from the list.
- Press [Enter] on your keyboard or Click on the + button.
- Repeat the process to add multiple tags for the Customer.
- Click Save.
If you want to remove tags, move your mouse cursor on top of the tag to remove and then click on the X next to it.
Click HERE to use tags in marketing tools.