Customer Tags are similar to labels that can be used to identify, categorize, and segment contacts based on predefined criteria. For example, as 'VIP' tag may be added to high-value contacts, or a 'Loyalty' tag for contacts who are part of a retailer's loyalty program.
By adding tags to contacts, this gives associates quick insights into their customers' profiles and preferences, as well as the ability to search and filter My Contacts lists to properly target communications with shared updates or emails. Tags are not visible to customers and are for internal use only. For further information on how to enable this feature or provide the tag list, please reach out to your Account Director.
For tags to be used by associates, the Retailer will need to provide the list of tags & IDs to be used for import into the Salesfloor platform. This is a pre-defined list and associates themselves are unable to create their own tags. For further information on how to enable this feature or provide the tag list, please reach out to your Account Director.
View and Assign Tags to Contacts
Once the tags have been imported into the application, these can be found in customers' contact cards/profile. From here, associates can review the tags made available by the retailer, as well as edit tags linked to that contact.
Tags that have been assigned to your contact are highlighted in blue (below):
Sharing an Update using Tagged Contacts
Target your shared updates and communications to specific clients based on their tags! To do this, select the Filter option beside the Recipients field.
Ensure that you've selected Tag on the left sidebar. A list of available tags will appear with checkboxes. Associates can choose to apply a single tag or multiple tags which would send communications to only contacts that have all selected tags on their profile.
See also:
Sharing to contact groups with Tags
Customer Insights (CI Clienteling)