Creating and Managing Customer Tags

Best Suited for:

• Back Office administrators
• Users managing customer organization
• Users creating email broadcasts

Important Information:

• Customer Tags are used to organize and label customers for sorting, searching, reporting, and creating Customer Email Broadcasts
• Tags are not visible to customers and are for internal use only
• Customer Tags can be imported via the customer list import
• Tags can be batch edited, but this will overwrite existing tags
• Tags can be managed but not created from the "Customer Tag Management" screen

Strategic Workflow:

• Use tags to group customers by type, status, or communication needs
• Customer Tags can be filtered in the Customer List, Quick Search, Advanced Search, and Global Search
• Customer Tags are included within the Customer List Report
• Customer Tags can be used to build Customer Email Broadcast lists

Process Description:

• Create a Tag on a Customer
• Manage Existing Tags
• Batch Edit Tags
• Remove a Tag from a Customer

Step-by-Step Instruction:

Create a Tag on a Customer

• • Go to Customer List or open a Customer Account
  • Type the tag name
  • Press Enter to create the tag

Manage Existing Tags

Hover over My Office > Click Tags > Click Customer Tags
From this screen, you can:

• • • Delete or rename tags
    • View how many customers use each tag

Note: You cannot create new tags from this screen

Batch Edit Tags

Batch Edit feature is within the Customer List

1. 1. Go to Customer List
   2. Select customers that you want to apply the tag(s)
   3. Click Batch Edit
   4. Apply tags to multiple customers at once
   5. Confirm overwrite warning

Warning: This will overwrite existing tags on those accounts

Remove a Tag

1. Open the Customer Account
2. Click the “x” next to the tag name

The tag will be removed from the account

Commonly Used Customer Tags:

• Residential
• Commercial
• Zone
• Email Broadcast
• Do Not Service
• Potential Member
• Member
•