Creating manual and dynamic customer tags

Customer Tags are used to create and identify customized groupings of customers that can be used for functions such as quickly filtering/exporting, building lists for marketing emails, building allocations and building discounts.

Some examples of common customer tags are "Friends and Family", "Gold Tier Customers", "Employees", etc.

There are 2 kinds of Customer Tags in  Commerce7;

Manual: Customer tags which are added manually to the customer record.

Dynamic: order tags which are added automatically to orders.

This documentation will also includes:

Filtering/Exporting by Customer Tag

Using Customer Tags for Marketing, Discounting and Allocations.

How Do I Add a Manual Customer Tag?

To create a manual Customer Tag, go to Settings > Tags

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Then select the Customer tab > and then select "Add Customer Tag".

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Give your customer tag a title such as 'Friends & Family." Then, use the drop down menu to select manual. Click "Add Customer Tag" to save the tag.

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Now that you have created a manual customer tag you can tag customers manually/individually to segment them.

To do this, click on the CRM tab and search for the customer profile you want to tag. Then, use the drop down menu on the right hand side of the screen to select from the list of the manual tags you setup.

Note: A customer can have multiple tags.

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How Do I Add a Dynamic Customer Tag?


To create a dynamic Customer Tag, click on Settings > Tags > Select the Customer tab > and then select "Add Customer Tag".

Start with adding a title and then use the drop down menu to select dynamic.

When you choose the dynamic tag option, additional fields will appear.

You have the choice for customers to match all conditions that are set or one or more of the conditions that are set. 

Use the drop down menus to build the criteria/conditions for your dynamic customer tag. Customer must meet the criteria/conditions you set in order to be automatically tagged. To add more than one condition, select "Add Another Condition".

Once you have your criteria set select "Add Customer Tag".

Note: Dynamic Tags automatically back populate across all existing customers.

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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 ____

Created At Date - this can be used to segment customers by the date their record was created.

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 - this can be used to segment customers that have meta data on their customer record. The options for meta data criteria will be based on what you have setup under your customer meta data. Learn more about creating custom attributes/meta data for customers here.


    Filtering/Exporting By Customer Tag 

    To filter/export by Customer Tag, navigate to CRM > Customers and Click the the filter option called 'Tag.' Choose the tag you want to filter by and click 'Apply Filter.'

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

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    Marketing by Customer Tag


    To send an email to a list of Tagged Customers, click on Marketing > Campaigns. Then, you can either create a new campaign, or select from an existing draft.

    In a campaign edit screen, give your campaign and a title. Then, click on the "Send To" field, and select the Customer Tag that you wish to send your email to. 

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    Customer Tags can also work with either of the Commerce7 Mailchimp integrations. For more information on how customer tags work with your Mailchimp intergation, we recommend you contact the company you are working with (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, click on Store and then, click either promotions or coupons, depending on what type of discount you are creating. Next, click Add Promotion or Add Coupon in the top right corner of the screen.

    Complete the required fields to setup your discount. To make a discount available for a Customer Tag, scroll to the "Coupon Available To" dropdown, select "Tag." This will populate an additional drop down of all your Customer Tags. Choose the customer tag you want the discount to apply to and click 'Add'. 

    Note: A customer tag can be used in more than one discount.

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    Creating Allocations For Customer Tags

    To create an allocation for a specific Customer Tag, click on Store > Allocations.
    Complete Steps 1 and 2 of your allocation setup. In Step 3, you will be asked to specify who the allocation will apply to. 
    Under the 'Allocations Available To' field, use the drop down menu to select "Tag." This will populate an additional drop down of all your Customer Tags. Choose the Customer Tag you want the allocation to apply to and then select "Add". 

    Note:  You can have more than one Customer Tag in each allocation. 

     
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