How to Assign Tags to Customers

Learn how to assign tags to customers to organize and segment your roster. Tags help you filter customers, create targeted campaigns, and manage customer groups efficiently.

Before You Begin

• You must be logged in to your account at https://app.joinzipper.com
• You need permission to manage customers (typically organization owners and admins have this permission)
• Customers in your roster to tag

Steps

Step 1: Navigate to CRM

1. Log in to your account at https://app.joinzipper.com/auth/login
2. From the dashboard, click CRM in the left sidebar
3. You'll see your customer roster

Step 2: Select Customers

1. To tag a single customer:

   • Find the customer in your roster
   • Click on the customer to open their profile
   • Or select the customer row in the list

2. To tag multiple customers:

   • Use checkboxes to select multiple customers
   • Click the checkbox next to each customer you want to tag
   • Or use "Select all" if tagging all visible customers

Note: You can tag one customer or multiple customers at once.

Step 3: Open Tag Selector

1. If tagging from customer profile:

   • Look for Tags section on the customer profile
   • Click Add tags or the tag selector

2. If tagging from roster list:

   • With customers selected, look for Add tags button or action
   • Click Add tags in the bulk actions menu
   • Or use the tag selector in the customer row

What happens next: The tag selector will open showing available tags.

Step 4: Select or Create Tags

1. Select existing tags:

   • Browse the list of existing tags
   • Click to select tags you want to assign
   • Selected tags will be highlighted or checked
   • You can select multiple tags

2. Create new tags:

   • Type a new tag name in the tag input field
   • Press Enter or click Create to create the tag
   • The new tag will be created and selected automatically
   • Example tags: "VIP", "New Customer", "Yoga Enthusiast", "Monthly Member"

Note: Tags are created on-the-fly, so you can create new tags as you assign them.

Step 5: Save Tags

1. Review your tag selections:
   • Verify the correct tags are selected
   • Check that you're tagging the right customers
2. Click Save or Apply tags
   • Tags will be assigned to the selected customers
   • You'll see a confirmation message
3. Tags will appear on customer profiles and in the roster

What happens next: Tags will be assigned and:

• Visible on customer profiles
• Available for filtering and searching
• Usable for segmentation and targeting
• Reflected in customer lists and views

Using Tags

After assigning tags, you can:

1. Filter customers: Use tags to filter your roster and see specific customer groups
2. Search by tags: Search for customers with specific tags
3. Segment campaigns: Target email campaigns or automations to specific tags
4. Organize customers: Group customers by interests, membership levels, or other criteria

Tips

• Use consistent tag naming conventions (e.g., "VIP" not "vip" or "Vip")
• Create tags that are meaningful and useful for your business
• Assign multiple tags to each customer for flexible organization
• Use tags for segmentation in marketing campaigns
• Regularly review and clean up unused tags

Troubleshooting

Problem: I don't see the "Add tags" option Solution: Check that:

• You have permission to manage customers
• Customers are selected (if tagging multiple)
• You're viewing the customer profile or roster correctly

Solution: Contact your organization admin to verify permissions.

Problem: Tags aren't saving Solution: Check that:

• You've selected at least one tag
• You've clicked Save or Apply
• You have permission to edit customers

Solution: Make sure tags are selected and click Save. Verify permissions if issues persist.

Problem: I can't create new tags Solution: Tag creation should work automatically when typing new tag names. If it doesn't:

• Make sure you're typing in the tag input field
• Press Enter after typing the tag name
• Check that tag names don't contain invalid characters

Solution: Type the tag name and press Enter. Contact support if tag creation isn't working.

Problem: Tags aren't appearing on customer profiles Solution: Check that:

• Tags were successfully saved
• You're viewing the correct customer profile
• Tags section is visible on the profile

Solution: Refresh the page and verify tags were saved. Check the Tags section on the customer profile.