Tags are currently used to segment your customer list based on any keyword term fitting your campaign.
Adding Tags to Customers
You'll want to look at the right side of the customer profile for the Tags button and select it. Next, you'll want to type in your tag keyword term and hit the Enter key to save it.
Adding tags to locations
You also can add tags to specific locations on a customer's account. This is great for commercial accounts or customers with multiple properties. You can add location tags by opening the customer's account > Account Tab > Click the location name > Then, the Edit a Location window should appear.
Filtering Customers with Tags
Now head over to your customer list and check out the Tags+ filter. Filter and export segments of your customer base.
Note: We recommend using mailchimp.com or madmimi.com for email marketing.
Tags are used in some of the reports as well. The following reports can be found within the Reports tab.
Service Lookup Report
Revenue by Tag
Edit and Delete Tags
To edit a tag, click on the tag name, make any adjustments, and then click Save.
To delete a tag, check the box to the left of that tag and click Delete button above.