Customer Tag Management

Video Walkthrough

What This Page Solves

Manages customer tags for segmentation, campaign targeting, and service personalization.

Entry

• Open this page from module navigation.
• Module: customer

Before You Start

• Align tag taxonomy with current marketing and service strategy.
• Identify tags to add, merge, retire, or clean up before editing.
• Avoid editing tags during active campaign send windows unless necessary.

Steps

1. Review existing tags and remove duplicates or outdated labels.
2. Create/update tags with clear naming and usage rules.
3. Assign or bulk-assign tags to target customer groups.
4. Validate segmented customer lists to ensure tag logic works as intended.

Acceptance Checklist

• Tag set is clean, non-duplicated, and understandable.
• Target customers receive correct tags after assignment.
• Segment filters based on tags return expected customer groups.

FAQ

Why does the update not show immediately?

Check cache/filters, then refresh the page and reopen related detail view.

Why are results different across staff accounts?

Compare salon scope, date filters, and role permissions before further troubleshooting.

Page Metadata

• Module: customer
• Route: CustomerTagManagement