Client tags

Create and manage tags to organize, segment, and filter your client list.

Settings → Clients → Tags is where you create the tags available to apply to client profiles. Tags let you segment and filter clients for reporting, marketing, and operational purposes.

Create a tag

  1. Go to Settings → Clients → Tags
  2. Click Add new
  3. Enter a tag name
  4. Save

The tag is now available to apply to any client profile.

Apply tags to clients

Tags are applied from individual client profiles in Customers → Clients. You can apply multiple tags to a single client.

Use tags for segmentation

Once clients are tagged, you can filter by tag in:

  • The client list (Customers → Clients)
  • Marketing email sends to target specific segments
  • Reports and exports

Frequently asked questions

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