In the customer tags module one can create tags that can be manually or automatically connected to customer card. Uses cases for this can be to give a group of customers discount or to give the box office personnel an indication that certain customers are special. It is furthermore possible to connect a special offer to a customer tag. A tag is only visible internally
Navigate to Administration - Customers - Tags
To create a new tag, press Add tag in the upper right corner.
- Name: Visible in customer card.
- Abbreviation: Visible in customer card.
- Icon: Visible in customer card.
- Color: Visible in customer card.
- Expires: If set to Yes, it is possible to define a rule for when the tag should automatically be removed from the customer. Either on a fixed date or number of dates after creation.
Connect a tag to a customer
In the tab Connections, it is possible to set that customers automatically gets the tag if the purchase tickets to a certain event or subscription
In customer card
In the customer card one can manually add a tag to the customer. In the customer overview any already added tag is shown. Press the tag icon to review or remove a tag. Press the + to add a new tag to the customer.
By creating a segment in the segmentation module, it is possible to bulk add a tag to a batch of customers. E.g. Add the VIP tag to all customers that have spent more than €500 within the last year. Read more about segmentation here.
Connect tag to special offer
It is possible to connect a specific tag to a special offer making it possible for all customers with a certain flag to access special offers from My pages. Read more about this in the special offer article.