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SETTINGS: TAG MANAGEMENT

Article Content: Step By Step Instructions On How To Create Your Own Tags For Customers Such As “Men’s League,” “New Golfer,” Or “Burger Lovers”, And Use Them To Build Lists In Campaign Monitor. Once A Tag Is Added To A Customer In Club Caddie, That Person Will Automatically Be Included In A Synced List For Email Campaigns.

Step by Step:

Step 1: Ensure that this settings is toggled in Permissions. - Settings > Mange Roles > Edit Permissions (under Action) > Settings > Toggle on Tag Management.



Step 2: Creating the Tag: First, navigate to Settings, and click on Tag Management. Then, click on Add Tag.



Step 3: In the pop-up, you will be able to create the name for the tag, choose if the tag is public or for internal purposes, as well as the color options. Once the information has been entered, click Save.

Step 4: Assigning Tags to customers: Open a customers profile, locate the Tag box, and select the desired Tags.



 

Tags allow operators to segment customers based on interests or behaviors and then market to those groups more effectively. Unlike classes (which control pricing and access), tags are designed for marketing and communication.

 

Tags are not a replacement for classes (yet). Use classes for billing and operational controls. Tags are for grouping and messaging. For example, if someone joins a “Wine Club” that meets every other Wednesday, tag them so they can be targeted in future promotions or newsletters.