Set tag

ActionSet tag allows you to set a tag for customers.

Set tag action settings dialog box

You can set multiple tags for one customer by specifying them separated by commas.

You can delete old tags.

For example, if the customer bought a phone, you can:

• Set him the tag "Bought iPhone X."

• Remove the tag "Wants to buy iPhone X".

Transferring a list of tagged customers to the loyalty program

If integration with the loyalty platform is set up and the loyalty platform supports customer list transfer, then when you tag a customer list this list is automatically transferred to the loyalty program.

For example:

1. We create a list of customers with the tag “Wants to buy iPhone 11”.

2. This list is automatically sent to the loyalty platform.

3. In the loyalty platform you can set up a rule for customers with this tag. For example, offer them a gift if they buy an iPhone 11.