Customer tag

Customer tags section is a place where you can create and manage tags to label your customers with particular action or condition. They are useful when determining, for example, recipients of the campaign.


Implement customer tags

In order to configure customer tags, go to Data Management → Customer Tags.

In the upper right corner of the section view you will see the number of currently prepared customer tags. You can also search for any chosen tag using the search box marked with a magnifying glass placed in the up right section corner


Add new customer tag

When you start working on the platform it is worth to configure customer tags section in Synerise configuration module. At any time of work on the platform you can edit existing tag. Below you'll find a description of the steps to be taken to do this.

In order to configure customer tags, go to Data Management → Customer Tags.

Screenshot presenting customer tag adding button view in the Synerise platform

  1. Click on Add customer tag button placed in the right up page corner.
  2. Fulfill tag name field Screenshot presenting customer tag adding section view in the Synerise platform
  3. Choose the customer tag you'd like to edit. You can do it manually from the list of keys or use the search box (magnifying glass in the upper right corner of the page).
  4. Choose tag color.  You can do it in two ways - by clicking on the field and entering the code of a given color, or by clicking on the field and choosing a color from the appearing color palette.

Edit customer tag

At any time of work on the platform you can edit existing customer tag. Below you'll find a description of the steps to be taken to do this.

Screenshot existing customer tag editing view in the Synerise platform

On the right side of the key, you can see 2 options after moving the mouse over three dots: remove or edit. Chose the second option.


Remove customer tag

When you have added customer tags, you can remove them from the system at any time. Below you will find a description of how to do it.

Screenshot existing customer tag removing button view in the Synerise platform

Click on the checkbox located next to the chosen box. On the right side of the key, you can see 2 options after moving the mouse over three dots: remove or edit. Click remove. System ask you again about delete tag.


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