Skip to main content

Customer Tag Management

Customer Tag Management Overview​

Customer Tag Management is a feature that allows creating and assigning labels (tags/hashtags) to customers for:

  • Classifying customers by behavior, value, or campaign
  • Easy filtering and managing customer groups
  • Supporting marketing, customer care, and analytics activities

Accessing the Tag Management Feature​

To access the Customer Tag Management feature:

  1. From the left menu, select Customers
  2. Select Tag Management
  3. The system displays the Tag List screen
Shop Settings

Tag List Screen​

The Tag List screen displays all tags that have been created in the system.

Shop Settings

Main Components​

ComponentDescription
Search BarAllows quick tag search by hashtag name
Tag ListDisplays all tags created in the system
Hashtag NameIdentifier name of the customer tag
Member CountNumber of customers currently assigned to the tag
Tag TypeTag classification (manual / manually)
Created DateTime when the tag was created in the system
Create HashTag ButtonUsed to create a new customer tag
Tag Selection CheckboxAllows selecting one or multiple tags for quick actions

Create a New Customer Tag​

To create a new tag:

  1. On the Tag List screen, click Create HashTag
  2. The system displays the Create HashTag popup
  3. Enter the information:
    • Hashtag Name (required)
    • Hashtag Description (required)
  4. Click Select Customers for Tag to add customers
  5. Click Confirm to complete tag creation

The tag will appear in the tag list after creation.

View Customer Tag Details​

Click on a tag in the list to view Hashtag Details.

Tag Detail Information​

  • Tag Name
  • Description
  • List of customers belonging to the tag

Allows editing tag information and updating data.

Customers in Tag Group​

The Customers in Tag section displays the list of customers who have been assigned the tag.

Displayed Information Includes​

  • Hashtag Title
  • Hashtag Description
  • Orders Placed
  • Amount Spent
  • Remaining Task Points
  • Total Points Earned
  • Created Date

Add Customers to a Tag​

To add customers to a tag:

  1. On the Hashtag Details page, click + Add Customer
  2. The system displays the Customers popup
  3. Search for customers by name or related information
  4. Can use quick filters (e.g., anonymous customers)
  5. Select one or multiple customers
  6. Click OK to add to the tag

Added customers will appear immediately in the tag's list.

Filter and Search Customers in a Tag​

The customer selection popup supports:

  • Quick search
  • Filter by customer status
  • Display assigned hashtags
  • View referrer information
  • View last update time

Helps manage the customer list accurately and efficiently.

Update Customer Tag​

After editing information or changing the customer list:

  1. Click Update
  2. The system saves all changes

Benefits of Using Customer Tags​

  • Scientific customer classification
  • Support for personalized care and marketing
  • Easy customer data filtering and analysis
  • Enhanced CRM management efficiency
  • Good support for promotion and loyalty campaigns

Usage Notes​

  • Tag names should be concise and easy to understand
  • Avoid creating too many tags with overlapping meanings
  • Regularly review and update the customer list within tags

Conclusion​

Customer Tag Management is an important tool that helps businesses organize and leverage customer data effectively. Proper use of tags will strongly support business operations, marketing, and customer care.

Last updated: 2026