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How to create Customer Labels

Labels are a great way to categorize your customers in different groups or segments. These can be locations, categories, assortments or any other way you'd like to group your customers.

Updated over 3 weeks ago

How to add or create labels

  1. Open the Choco Webtool in your browser and go to the Customers tab.

  2. Once in the Customers tab, you'll find the Labels column.

  3. Click on the Labels column for the client you want to add or edit a label. You'll be able to select all the existing labels or create a new one by typing it directly on the cell.


How to assign labels to multiple customers

You can easily assign one label to multiple customers at the same time.

  1. Open the Choco Webtool in your browser and go to the Customers tab.

  2. Once in the Customers tab, select all the clients you want to add one same label by clicking on the checkbox in the left side of the table.

  3. Click on the button in the top right side of the table called Bulk edit labels and select the label you want to add to these customers.

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