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Tags and Tagging
Tags and Tagging
Catherine avatar
Written by Catherine
Updated over 2 weeks ago

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


All tags assigned to a customer and locations are listed under Settings > Tags.

To edit a tag, click on the tag name, make any adjustments, and then click Save.

If you want to delete a tag from the list, simply check the box next to the tag you want to remove and click the delete button.

A confirmation modal will appear, asking you to confirm the deletion. You can proceed by clicking the 'Delete' option or selecting 'Cancel' to abort.

Deleting a tag that is associated with an active or deleted customer will result in the following changes:

  • The deleted tag will be removed from all customers it was assigned to

  • The tag will be permanently removed from the Settings > Tags list

  • Deleted tag will not appear on dashboard tags list.

  • Deleted tags will no longer appear in any tag dropdown list, such as:

    • Customer list

    • Reports tags filter: Service Look Up Reports, Revenue by Tags Reports

    • Smart view's Customer > Customer Tags filter

    • Dashboard's Tags list

    • Other areas with tags

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