Introduction
Customer Tags in Sera allow you to categorize and organize your customers for better tracking, segmentation, and workflow efficiency. Whether you want to identify high-priority customers, track special memberships, or group customers by specific attributes, tags provide a flexible and visual way to do so.
What Are Customer Tags?
Customer Tags are labels you can assign to customer profiles in Sera. These tags appear as colored “pills” on the customer record, providing at-a-glance information. You can create, edit, or remove tags to reflect your business needs, ensuring your customer data stays organized and actionable.
Key Features of Customer Tags
- Customizable Tags: Create tags with unique names and colors to suit your business needs.
- Quick Visibility: Tags are prominently displayed on customer profiles and job headers for easy identification.
- Dynamic Updates: Any changes to a tag (name or color) are reflected across all associated customer records immediately.
- Centralized Management: All tags can be managed from the Tag Manager (Company > Tag Manager) page in your Sera settings.
- Role Permissions: Admins and CSR's can add, create and remove tags directly from a customer profile. Super users can manage tags globally using Tag Manager.
How to Create and Manage Customer Tags
You can create customer tags 2 ways in Sera:
- Option 1: Directly from a Customer Record
- Option 2: From the Tag Manager Page (Company > Tag Manager)
Your new tag will now be available to apply to customers.
- Edit an Existing Tag (Available to Super users)
- On the Tag Management page, locate the tag you want to update.
- Click the Edit button next to the tag.
- Modify the tag name, description, or color.
- Click Save to apply your changes.
All updates will automatically reflect wherever the tag is used.
Step 4: Delete a Tag
1.Locate the tag on the Tag Manager page.
2.Click the ellipsis menu > Delete button next to the tag.
3.Confirm the deletion in the pop-up modal.
Note: Deleting a tag will remove it from all associated customer records.
How to Assign Tags to Customers
Adding Tags
1.Open a customer profile.
2.Click the icon in the Tags card
3.Select from existing tags or create a new tag directly from the profile.
4.Once selected, the tag will appear as a colored pill on the customer profile.
Removing Tags
1.Hover over the tag you want to remove in the customer profile.
2.Click the button on the tag to remove it.
Where Can You See Customer Tags?
- Customer Profiles: Tags are displayed at the top of each customer record.
- Schedule Board (Hover Tooltip): When hovering over jobs on the schedule board, customer tags appear in the job tooltip for easy identification.
- Reports: Customer Tags are visible and exportable from the Customer Contact Report and Memberships Report. They are also visible from the Customer Service page.
Best Practices for Using Customer Tags
- Organize by Priority: Use tags like “High Priority” or “VIP” to flag customers that need special attention.
- Segment by Type: Group customers based on attributes such as “Commercial,” “Residential,” or “Seasonal.”
- Track Memberships: Use tags to identify customers enrolled in specific programs, like “Gold Membership” or “Basic Plan.”
- Keep Tags Updated: Regularly review and clean up tags to ensure they remain relevant and useful.
Frequently Asked Questions
1. How many tags can I assign to a customer?
Customers can have up to 5 tags on their profile. Each tag has a max limit of 20 characters.
2. Will removing a tag from a customer delete the tag entirely?
No, removing a tag from a customer will only dissociate it from that specific customer. The tag will remain available for other customers.
3. Are customer tags visible to customers?
No, customer tags are for internal use only and do not appear in customer-facing documents or portals.
Planned Enhancements Include:
- Job tags
- Tech app visibility
- Import capabilities
- Zapier inclusion
- Merge Tags