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Tag a Customer

The controls for tagging, one record at a time and in bulk. It covers the Tags card low on a customer record, the selector that searches and creates in the same field, the chip that takes a tag off again, and the bar above the customer list that tags every row you ticked in one action. Tags are written the moment you tick them, with no save step anywhere.

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A tag is a short label you put on a customer so a group has a name. This article is the controls: where tags live on a record, how to apply one, create one, take one off, and how to do the same to a whole group from the customer list. You need the Edit customer tags permission for any of it, since a tag is stored on the customer record.

Customer Tags covers what to tag in the first place and how to keep the set from sprawling.

Steps

1. Find the Tags card

Go to Customers, open the customer you are tagging, and scroll to Tags, which sits low on the record, under Store credit and above Metafields.

A customer's page in the admin scrolled down the record. (1) the Tags group, sitting inside the same card as Store credit and above Metafields (opens full size)

That is where it sits on the page. Close up, the card reads:

The Tags card on a customer record. A heading reads Tags, below it a control reading 1 tag selected with a chevron, and under that a single chip reading vip with a small cross for removing it (opens full size)

The card holds two things: a control that counts what is applied, reading 1 tag selected in the picture, and the applied tags themselves as chips, each carrying a small cross.

2. Open the selector

Selecting that control opens the selector, which is where the rest of these steps happen.

It has three parts: a field labelled Search or create tags, a checkbox list of every tag the store already has with the applied ones ticked, and View all tags at the foot. That list belongs to the store rather than to this customer, so it holds the same names whichever record you opened.

3. Apply a tag the store already has

Tick it in the list. On a long list, type part of the name in the field first to narrow what is shown.

There is no save step. The count above changes as you tick, the chip appears on the card, and the record is updated at that moment. Reload the page and the tag is still there, which is the difference between this card and the settings pages that hold a change until you press Save.

4. Create one that does not exist yet

Type the new name into the same field. The field both searches and creates, which is what its label means.

Check the list before you commit to a new name. A tag that differs from an existing one by a letter or a plural does not join that group. It starts a second one, and nothing warns you.

5. Take a tag off

Either untick it in the selector, or use the cross on its chip on the card. Both take effect at once, with no save step and no confirmation, and both remove it from this customer only. The tag itself stays in the store's list for everyone else.

Since there is nothing to confirm and nothing to discard, the way back from a mistake is to put the tag on again.

6. Tag many customers at once

Tagging a group one record at a time is slow, and the customer list has a route that does the whole group in one action. Tick the rows you want and a bar appears above the table that is not there otherwise.

The customer list in the admin with one row ticked. (1) the bar that appears above the table, reading 1 selected and carrying Bulk Edit, Merge Customers and Actions; (2) Actions, the control that holds tagging (opens full size)

Tagging lives behind Actions (2), the last control on that bar, alongside Bulk Edit and Merge Customers. Take it, then Add Tags.

The Add tags dialog. It is headed Add tags to 1 customers, with the line These tags will be added to 1 selected customers, a field reading Search or add tags, a checkbox list of alphatag, first-time, ios, repeat-buyer and vip, and Cancel and Add tags buttons (opens full size)

The dialog names the number it is about to change, in its heading and again underneath, which is the number worth reading before you finish. Its field is labelled Search or add tags, and the same checkbox list of existing tags sits below it. Add tags applies them to everyone you ticked.

Remove Tags sits next to Add Tags in the same menu and works the other way.

Where to look at tags

There are three questions you might be asking, and they have three different answers.

What you want to see Where to look
The tags on one customer The Tags card on their record
Who is tagged, across the store A segment holding the condition tags CONTAINS and the tag name
Every tag the store has The checkbox list inside the selector, or inside the bulk Add Tags dialog

Two of those rows need a word of explanation. No page in the admin lists the store's tags, which is why the selector is the closest thing to one. The middle row is a segment rather than the customer list because the list shows no tags at all. Manage columns offers twenty columns and none of them is Tags, and the search box matches name, email and phone, so typing a tag name there returns nothing.

A segment is a saved rule that picks out part of your customer list, and it can hold the condition tags CONTAINS with the tag name. That is what turns the label you just applied into a group you can email or export, and it keeps collecting the people you tag later. Customer Segments covers building one.

Next steps

Still stuck?

More in Customers

  • Adding a Customer

    Creating a customer record by hand, from the Add Customer button to the saved record. Three fields are required and everything else can wait, the three marketing consents start unticked and are a record of what the customer agreed to rather than a way to opt them in, and the Save bar is on the form from the moment it opens.

  • Search the Customer List

    Finding one customer and finding a group are different jobs with different tools. The search box matches name, email and phone and nothing else, it searches inside the tab you are standing on rather than the whole store, and the thing people most often type into it, a tag, comes back as No customers found rather than as an error.

  • Customer Privacy

    Customer privacy is spread across three places in the admin: a settings page for what applies to everybody, the actions on one customer for what one person has asked, and a queue of requests waiting to be approved or rejected. This article maps the settings page row by row and says which of the three you want.

  • Customers Overview

    A map of the Customers area and which article covers each part of it, from the list page and its table to a single record, tags, segments, merging duplicates, store credit, export and privacy requests. The list is covered by two articles rather than one, and this says which takes which half. It also separates the two pairs people most often confuse, views against segments and tags against notes.

All 49 articles in Customers

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