Tagging and Segmenting

A tag is a short description or a word used to describe a customer or a job for organizational purposes. You can use tags to segment your client list and grab all of your customers in a specific group.


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Tagging: a short description

A tag is a short description or a word we use to describe a customer or a job for organizational purposes.

 

How to Apply a Tag to a Client:

  1. Choose the Client
  2. Go to the TAGS tab
    This is where you’ll see a list of all the tags applied to the client.
  3. Click NEW
  4. Type the name of a tag (i.e. “Favorite”)
  5. Hit the Enter key or the Tab key to turn it into a tag
  6. Type additional words to add multiple tags
  7. Click DONE
    You’ll see the applied tag on the list.

 

Note: There is no limit to the number of tags a client or a job can have.

 

How to Apply a Tag to a Job:

  1. Choose the Client
  2. Select the Job
  3. Go to the TAGS tab
  4. Click NEW
  5. Type the name of a tag (i.e. “Powerwash”)
  6. Hit the Enter key or the Tab key to turn it into a tag
  7. Type additional words to add multiple tags
  8. Click DONE
    You’ll see the applied tag on the list.

 

Segmenting: divide your client list based on specific criteria

Tagging customers and jobs gives you the ability to segment your client list. Segmentation allows you to grab all of your customers in a specific group (for example those who had power wash jobs) and reach out to them with a targeted offer.

 

How to Export a Segmented Job (or Client) List:

  1. Click the ARROW icon below the list of clients >> Export Client List
  2. Check the WITH JOB TAG box (or WITH CLIENT TAG box)
  3. Type the job tag name (or client tag name)
  4. Click EXPORT

 

Note: For tagging to be effective, you need to take a few minutes to think about how you want to organize your clients and your jobs.


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