Tags

Tags provide a manual way for you to group your customers. They allow you to categorize customers based on criteria you specify, for example – those who joined through a specific event or promotion, VIPs, or customers uploaded in a particular batch.

Adding or removing tags needs to be performed manually, or via API. This is unlike Segments, where customers move in and out of segments dynamically.

In the Workbench, you can create new tags directly when assigning them to a customer(s), or you can create tags in advance, to use later.

Once a tag is created, you can manually assign it to a customer in the Workbench or via API.

Create a tag

There are two ways to create tags in the Workbench. The first is via the Configuration area:

1. Go to: Configuration → Customer profiles → Tags. Alternatively, open the command palette and type 'Tag'. Click on 'New Tag'.
2. Give the tag a name.
3. Select 'Save'.

The second way to create new tags is within the Customers area. This can be done while assigning a tag to a customer as explained in the next section.

Assign a tag to a customer

1. Select the customer(s) you want to tag by selecting the checkbox(es) next to the respective customers.
2. Click 'Tag customer(s)' located towards the top-right of the screen and select the tag(s) you want to add. Additionally, you have the option to create and assign new tags at the same time.
3. Select 'Save'.

Customer tags can also be added, removed, or retrieved via API. See the Users API guide to find out more.