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Creating tags for customers

Learn how to easily create tags for customers and where to deploy them in this article.

Written by Paula Luiten - van der Schilt
Updated yesterday

It is possible to create a Customer tag (label) for a specific group of customers in Floriday. By selecting customers and saving them as a tag, you can easily add them as a group when selecting customers. You can use these tags when creating, for example, a special offer, a purchase tip, or a price group.

You can create a tag via various screens in Floriday. These include screens where you can select organizations, such as a price group or in an offer. Once you have selected a number of organizations, a Save as tag button appears at the top right.

The easiest way to create tags is via Network > Network. You can also manage tags (edit, add, and delete) this way. Creating a tag is described step-by-step below.
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How do you create a tag for customers?

Go to Network > Network and click on the Manage customer tags icon.
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In this screen you can add a tag or change an existing tag by clicking on the three dots.

Enter a name for the new tag and click Edit organizations to assign the desired buyers to this tag.
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After adding the organizations, click Save to save the tag.


Where can you use a tag?

Adding customer tags can be done at:

  • Customer offer

  • Purchase tip

  • Price groups

At the moment you click on Add customer or Edit organization a screen appears where you can choose the customers. Here you can also choose to add a tag on the upper right side.

The selected group of customers will then automatically be displayed on the right side.

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