Customer tags

Our customer tagging functionality gives you the control of segmenting and reporting on your customers. You can now create tags and attach to customers, anything from a joining reason to something you keep a record of internally.

These tags can be added to forms that are visible as part of the customer sign-up process on your website and in the customer account details both in the storefront and in the admin.

You can create customer tags completely from scratch rather than from a preset list of options. This gives you the power to shape your own data and report on exactly what is important to you and your business.

When you have created tags (shown later in this guide) and they have been attached to a storefront form. They can be added as part of the sign up process so you can gather certain information about a customer as they create an account. The below example shows how you can add a ‘How did you hear about us? Drop down list which is required as part of creating an account with you.

Creating a tag in the admin.

To create a tag in the admin start by navigating to settings/tags. Then click on ‘Add customer tag’. This will bring up a dialog box for you to then enter the required information to create the tag.

Tag name

This is where you will enter the title of the tag. This appears both in the settings of the tag and wherever it appears in your admin and store front. Below is an example of how a title appears on the sign up form on your website before and after being clicked.

Tag type

There are 5 different types of tags you can now create:

To select the tag type simply click to select the option you wish to use.

Tag description

This appears underneath the tag answer field as an explainer to what the tag is and what information should be entered. The example below is how it appears on the storefront website.

Adding tag options

You can add tag options to particular tag types. This is only applicable to the Radio and Select tag types where you can add multiple answer options. Click add option and then enter the answer option into the field.

Attaching the tags to a form.

Any customer tags you create can be attached to 2 forms in the storefront:

To add to a form so it appears in your storefront select from the drop down and then click ‘add tag to form’.

Once added to a form you are provided with 2 options ‘required’ and ‘read only’.

When ‘required’ is selected this means that the form needs to be completed for example as part of the sign up process. The customer can then not progress with the sign up unless the field is completed.

If ‘required’ is not selected then the customer can progress leaving the field blank.

When ‘Read only’ is selected it shows the value thats been stored but you cant edit it after it’s been selected. For instance a join reason might be added when a customer signs up, you might want to then add it to the account details form as a read only so the customer can see what they added but cant edit it.

How do I use this information?

Once your desired tag and tag options have been created and the fields have been completed by you or the customer, the information will appear in the individual customers record as shown below under the ‘tags’ tab.

The data that is linked to the tags created can also be reported on from the new customer report page. Any tag that is created will appear as a column in the customer report page and with the associated answers or data within those fields.

This enables you to be able to segment and filter your data based on some of these responses so you can report and analyse the data. For example if a ‘How did you hear about us?’ tag is created you could analyse this to find out what marketing techniques are working for you, which will be a really powerful tool.