Create a tag
- Open Customers.
- Select one or more customers with the checkboxes.
- Click Add tag.
- Choose Create new tag, type a name and pick a colour.
- Click Create, then click the new tag in the list to apply it.
Add an existing tag
- Select the customers in the list.
- Click Add tag and click the tag you want.
The tag shows in the Tags column and on each customer's profile under Tags.
Add tags automatically with a flow
A flow can tag customers for you. Add an Add tag step in the flow editor and type the tag name. For example, the ready-made Tag loyal owners flow tags customers who register three or more products and alerts a teammate. See Flows.
Flows can also read tags: use Customer tag as a filter or a yes/no split condition to send something only to tagged customers.
Segments
There is no separate segment builder. A segment is a combination of filters you can use in two places:
- Customers list — filter by Tag, Email consent and Owner health, then search by name or email.
- Flows — Flow filters and Conditional split steps can combine consent, product, product family, country, products registered, warranty claims, open claim, owner health and customer tag.
Manage tags
To rename, recolour or delete a tag, open the menu on Customers and click Manage tags.
Limits to know
- Tags are added in bulk from the list or by flows.
Tip: Name tags by meaning, not by campaign ("Loyal owner" rather than "Spring push"), so they stay useful for flows later.