How Do I Create Customer Tags?

As of March 25, 2020 customer groups are now managed using Customer Tags.

Customer Tags will still allow you to segment your customers in Commerce7 using a Tag instead of a Group. 

Customer Tags are used to create and identify customized groupings of customers that can be used for functions such as filtering/exporting, marketing, allocations and discounting. Some examples of customer tags are "Friends and Family", "Gold Tier Customers", "Employees", etc.

With Customer Tags, you have the option to create a Manual Customer Tag or a Dynamic Customer Tag (a Dynamic Customer Tag will automatically tag customers based on the pre-determined conditions you set in the tag setup). 

Keep reading to understand how Customer Tags can work with Filtering/Exporting, Marketing, Discounting and Allocations.

 

How Do I Create a Customer Tag?

To create a manual Customer Tag, head over to the Settings Page > Tags > Select the Customer tab > and then select "Add Customer Tag".

add customer tag
Next, decide if want your Customer Tag to be manual or dynamic. If you select manual, you will need to manually tag each customer after you add them to Commerce7. If you select dynamic, customers will be automatically tagged based on the predefined criteria you setup. 


How Do I Add a Manual Customer Tag?

To create a Manual Customer Tag, start by giving your customer tag a title and use the drop down menu to select manual and then select "Add Customer Tag"

title mannual

Now that you have created a manual customer tag you can tag customers individually to segment them. Start by selecting a customer profile and use the drop down menu on the right hand side to select form a list of your manual tags.

A customer can have multiple tags.

user tag-1

 

How Do I Add a Dynamic Customer Tag?

To create a dynamic Customer Tag, start with a title and then use the drop down menu to select dynamic. You have the choice for customers to match all conditions that are set or one or more of the conditions that are set.

Next, use the drop down menus to select the conditions a customer must meet in order to be automatically tagged. If you would like more than one condition, select "Add Another Condition". Once you have added all conditions select "Add Customer Tag"

Note: As of March 1, 2020, Dynamic Tags automatically back populate across all existing customers including created Dynamic Tags setup prior to March 1, 2020.


dynamic-2

 

Dynamic Tag Conditions/Criteria Include:

Lifetime Value - this can be used to segment customers by how much they've purchased from you. 

  • Lifetime value greater than ____
  • Lifetime value less than ____

Last Order Date - this can be used to segment customers by how long ago their previous order was. 

  • Last order date is greater than ____
  • Last order date is less than ____

Birth Date - this can be used to segment customers by age. 

  • Birth date is less than ____
  • Birth date is greater than ____

Birth Month - this can be used to segment customers by birth month. 

  • Birth month is equal to ____
  • Birth month is not equal to ____

State - this can be used to segment customers by the state they're located in. 

  • State is equal to ____
  • State is not equal to ____

Country - this can be used to segment customers by the country they live in. 

  • Country is equal to ____
  • Country is not equal to ____

Email Marketing Status - this can be used to segment customers into groups that are subscribed, not subscribed, or have a blank status. 

  • Email marketing status is equal to (subscribed/unsubscribed/blank).
  • Email marketing status it not equal to (subscribed/unsubscribed/blank).

Customer Rank - this can be used to segment customers by their customer rank (customer rank is a value based out of 100 on how engaged a customer is with your brand. The higher the rank, the more engaged). 

  • Rank is greater than ____
  • Rank is less than ____

Order Count - this can be used to segment customers by how many orders they have placed with you. 

  • Order count is greater than ____
  • Order count is less than ____

Sku Purchased - this can be used to segment customer who have purchased a specific product. 

  • Sku purchased is equal to ____
  • Sku purchased is not equal to ____

Meta Data -

Meta Data - this can be used to segment customers that have meta data. The criteria will be based on how your meta data is set up. Learn more about creating custom attributes/meta data for customers here.

    Once you have your criteria set select "Add Customer Tag". The system will back populate through existing customers and tag the ones that meet the criteria. Any new customers that meet the criteria will automatically be tagged with all the customer tags they qualify for. 


    Filtering/Exporting By Customer Tag 

    To filter/export by Customer Tag, head over to the customer page. Click the filter button on the right side, select Tag as the filter, and then click the Customer Tag you wish to filter by. 

    filter-4

    Once you have applied the filter you want, you can click Export to export a spreadsheet of all your customers with the specified tag.

    Marketing by Customer Tag


    To send an email to a list of Tagged Customers, head over to Marketing > Campaigns. Create a new campaign, or select an existing draft. In a campaign, click on the "Send To" field, and select the Customer Tag that you wish to send your email to. 

    marketing


    Customer Tags can also work with either of the Commerce7 Mailchimp integrations. For more information, we recommend you contact the company that built your Mailchimp integration (Vintools or WineGlass Marketing).

    Note: We recommend using a email marketing system like Mailchimp for email marketing over the campaign tools in Commerce7.

     

    Discounting by Customer Tag

    To create a promotion or coupon based on Customer Tag, head over to Store and then click either promotions or coupons, depending on what type of discount you are creating, then click Add Promotion or Add Coupon in the top right corner of the screen.

    Complete the fields for the discounts and in the field that says "Coupon Available To" select "Tag." Then select the Customer Tag you wish the coupon or promotion to apply to.

    A promotion or coupon can apply to multiple Customer Tags at the same time. 

    promo


    Creating Allocations For Customer Tags

    To create an allocation for a specific Customer Tag, head over to Store > Allocation.
    In Step 1 of setting up your allocation, you will be asked to complete a number a number of fields including who the allocation is available to.
    Under the 'Allocations Available To' field use the drop down menu to select "Tag" which will populate an additional drop down of all your Customer Tags. Select the Customer Tag and then select "Add". You can have more than one Customer Tag in each allocation. 
    allocation-1