How Do I Setup My Customer Tags?

Customer tags allow you to segment your customers in Commerce7. You can create as many customer tags as you want... to each their own!

We even have dynamic tags that will automatically add customers to a tag based on pre-determined conditions.

When deciding how many customer tags you want or the best way to set them up, you will want to ask yourself questions such as, 'how do I communicate with my customers in terms of mailing lists?' Or, 'do I give specific discounts to a group of tagged customers such as staff or industry?'

This documentation also include; Filtering by Tag, Marketing by Tag, Discounting by Tag

To create a tag, head over to the tags page, and click "Add Tag". Create a title for your tag.

add tag-1

 

Next, decide if your tag type will be manual or dynamic. If you select manual, you will need to manually assign customers to a tag. If you select dynamic, customers will automatically be populated into tags based on customers meeting predefined criteria. 

 

Manual Tags
If you've created a manual tag, to assign a customer to this tag, head over to a customer's profile. Use the drop down menu on the right hand side to select a tag to add your customer to. A customer can belong to multiple tags at once. 

 

add tag-2

 

Dynamic Tags
If you've created a dynamic tag, first set up the criteria a customer must meet in order to be populated into the tag. 

NOTE: As of March 1, 2020, dynamic tags automatically back populate across all existing customers and any dynamic tags created prior to March 1, 2020 will also back populate across existing customers. 

edit tag-1

 

Criteria options 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 ____

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

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

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 tags 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).

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 ____

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 ____

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 ____

Once you have your criteria set, add your tag. Now when NEW customers meet criteria outlined in your tag, they will automatically be added to the tag. In the near future, tags will apply to both new and existing customers. 

 

Filtering by Tag
To filter customers by tag, head over to the customer page. Click the filter button on the right hand side, select tag as the filter, and then click the tag you'd wish to filter by. 

 

tag filtere

 

Marketing by Tag
To send an email to a specific tag, 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 tag you wish to send your email to. 

 

 

Discounting by Tag
To make a promotion or coupon only apply to a specific tag. Head over to either the promotions or coupons page in the store section. Click on a promotion or coupon. Scroll down to the field that says "Coupon Available To". Click this field, select "Tag", and then select the tag you wish the coupon or promotion to apply to. A promotion or coupon can apply to multiple tags at the same time. 

 

promotion tag
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