Tags allow you to automatically tag (i.e. big spender, frequent donor) or manually tag (seat preference E4) a customer based on criteria you select. If auto-assigning based on criteria, as soon as the customer falls within the criteria of the tag, they will be assigned the tag in their customer account and be available for reporting analysis.
The above image shows tags as they appear in customer records as assigned or expired/history. If a tag is deleted or expires, it will be tracked in the system.
The system therefore allows you to tag or segment your customer database and analyse the data using reports with Marketing Tags based on a number of options including sales value or range, zip/postal cods, events/activities/products purchased as well as many more tags. You also have the option of creating ticket types that are restricted to marketing tags i.e. a VIP ticket type is restricted to a customer that has met the criteria of a VIP tag by spending more than $1000 in the year.
Other features include the ability to automate an alert to any user, role or email address to inform of a customer being allocated a tag. Customise the email message i.e. John Smith has spent over 10,000 and is now a VIP customer, please call and thank him for his continued support. You are also able to customise the message sent to the customer i.e. Thanks John Smith, you are now a recognised platinum customer. You are now able to log into your account online to access a 10% discount of selected events/activities and products.
An example tag that can be created is if a customer from Zip/Postal Code 2000-2005 or 2010-2020 spends between $1000-$2000 in the current ﬁnancial year on comedy shows only, they are tagged. Extend this by offering a deal and discount such as 20% off or no transaction, per ticket or delivery fees.
Searching for a Tag. Simply enter the term you want to search for, select from Active, Inactive or All, and click “SEARCH”. Please remember to click “CLEAR FILTERS” to see your full list after a search.
Re-ordering Tags. Simply drag and drop the item into the desired position.
You can also click on the arrows to sort by ascending or descending order.
Click the active switch to turn your Tag off from display. Any tags that have already been assigned to a customer will not be affected by making the tag inactive. This might be required if you no longer wish to allocate the tag to future customers but still wish to generate a report by the tag.
Click the pencil icon to edit a Tag. Update the desired fields/options and click submit.If you are updating a tag’s automated preference such as triggers, this will be treated as an updated tag. The system will un-assign the tag from all customers and then re-assign based on the new criteria. This action cannot be reversed, and you are provided with the following warning to ensure you understand the implications.
By clicking submit, our Tags system will re-assign customers based on the criteria of the tag you are submitting, are you sure you wish to continue?
Click the bin icon to delete a Tag. By deleting a tag, all data will be affected. They disappear from selection against the customer and in the reporting area for reporting on how many customers are assigned the tag.