What are tags?
Each customer profile in Vero can have many tags.
Tags are useful in situations where you want a customer profile to relate to many potential values. A good example would be customer preferences. For example, you might want customers to manually keep tabs on which customers are interseted in shoes
, skirts
and trousers
. You could append tags to a customer's profile and use these tags to create segments.
When creating your tags, they should contain no spaces or punctuation other than - and _.
Tags are a powerful way to enhance segmentation. They are useful for creating preference centres, emulating static lists or use Vero as a lightweight CRM, as tags can also be added inside Vero's user interface.
Adding tags
Tags can be added in three ways:
-
Using Vero's API. You can refer to our API documentation for more information.
-
Using CSV imports. See the section titled Creating static lists with tags below.
-
Via the UI. When browsing a customer's profile in Vero, browse to the Tags tab and select the New Tag button to add a tag.
Removing tags
Tags can be removed in two ways:
-
Using Vero's API. You can refer to our API documentation for more information.
-
Via the UI. When browsing a customer's profile in Vero, browse to the Tags tab and select the dropdown next to a tag and choose Delete.
Creating static lists with tags
A common usage of tags is to import and segment a static group of customers.
You can import a CSV with a tags
column, tagging each of the users with a tag, or tags, you specify. You can then create a segment using this tag and send out a newsletter.
Adding multiple tags is possible by keeping one tags
column and simply separating each tag with a semicolon.