Adding tags to a customer

Customer tags are labels you put on a customer, such as trade, vip or newsletter. Customers never see them. You use them to group people and to drive rules in other parts of Orbit.

Considerations

• Customer tags are separate from product tags. The picker on a customer only lists customer tags, and a tag you use on products is never offered there. See Adding tags to a product.
• Saving the Tags card replaces the list. Whatever is in the box is what the customer keeps.
• Tagging in bulk works the other way. It adds tags and leaves the ones they already have.

Tag one customer

1. From your Orbit dashboard, go to Customers.
2. Open the customer.
3. On the Tags card, click Edit.
4. Click the box and pick a tag from the list, or type part of a name to narrow it.
5. To make a new tag, type the name and click the Create row. The message Tag created appears.
6. Click Save Tags. The message Tags updated successfully appears.

Warning: Save Tags keeps exactly what is in the box. Take a tag out of the box and it comes off the customer.

A tag you create belongs to your store from the moment you click Create, before you save. It is ready for your other customers straight away.

Tag several customers at once

1. Go to Customers.
2. Tick each customer you want. The box at the top of the list ticks everyone on the page you are looking at.
3. Click the dots button at the right of the selection row.
4. Click Apply tags.
5. Pick your tags, or type a new name and click Create.
6. Click Apply tags. The message Customers tagged appears and the ticks clear.

Note: The tick box at the top of the list covers that page only. There is no way to select every customer in the store at once.

The customer list has no tags column, so nothing on screen changes after you apply tags. The ticks clearing is the sign it worked.

What customer tags are used for

• Segments: build a group from tags and other conditions, then use that group in marketing and reports.
• Search visibility rules: Settings, then Search Controls, can limit product search results to signed-in customers who carry chosen tags. This is the backbone of a trade-only catalogue.
• Targeted marketing: campaigns aimed at a tagged audience rather than your whole list.

Note: A tag labels a customer. A segment groups them. Applying a tag does not build the matching segment, even when the two share a name.

Naming your tags

• Name a tag for what it means or grants, not where it came from. trade-approved ages better than from-expo-booth.
• Apply an access tag on approval, not on request. The tag is the access, so add it when you mean it.
• Pick one style and keep to it, such as lowercase with hyphens.

Related guides

• Building customer segments
• Adding notes to a customer
• Adding tags to a product
• Controlling storefront search