Tag, the Customer Is It.

So you’re a business, and at some point, whether you’ve already started or haven’t yet, you want to know who your customers are. While it’s good to know what your customer base looks like overall, if you have the ability to break down individual users and orient your communication towards them, then you’ll have a powerful tool in your hands that will allow you to increase sales and increase audience engagement. One of the easiest and most popular ways to do this is by using tags within a CRM. Tags allow you to identify customers in both a qualitative and quantitative way. In this post, we’ve broken down 4 simple ways that will allow you to do so.


Using tags to identify status levels refer to things such as being a “gold” status level member. Status members are usually attributed to customers based on their overall relationship with the business. “Gold” status level members typically spend the most, promote the most, and visit the business more than any other customer that you’ll have. It’s important to identify these customers so that you’re able to justly reward them, and notify them of special opportunities within the business since they’re most likely to either purchase the product or tell their friends about it. While the status level tags are great for gold members, they’re also great for identifying lower level members as well. That way you can target and adapt your communication towards those members in order to incentivize them to purchase more.


Another tag that is useful to use when associating tags with customer accounts is the items tag. These tags will help you identify specific items that customers purchase the most or tend to purchase. For example, if you’re a hobby store, and you have a customer in your system that is identified with the baseball card tag due to past purchases. Then you know to notify this specific type of customer when new packs come in, or when you have a rare card available for purchase. You’re able to also notify them of various events that you may want to host at your business for that type of consumer. Cashiers also have the ability to potentially notify the customer of specific products that the customer may be interested in based off of information that they’ll be able to view when opening your CRM. This is obviously dependent on the type of business that you own, and whether the information is easily viewable within your point-of-sale.


A channel tag will allow you to know what type of channels your customer is accessing in order to interact with your business. This tag is particularly great for businesses that offer both an online store along with brick & mortar locations. Going back to the previous two points, knowing the channel will help you orient your communication specifically towards the customers that you’re trying to reach. Along with being able to orient your communication, you’re able to decipher and adjust data gathering objectives on why certain customers are choosing certain channels for your business. This will help you take steps to improving your business overall.

Age and Gender

While these days businesses are less dependent on one specific gender or identification than ever before. Gender tags still help provide your business with an idea of who is purchasing your products or services. It’ll also help your business prepare for specific gender related holidays such as Mother’s Day or Father’s Day. When it comes to identifying customers via age, the importance of doing so goes back again to the way you’re going to communicate with the audience. For example, someone who is identified in your customer base as a Male between the ages of 60-80 will respond very differently to certain messages than say someone who is identified as Female between the ages of 16-25. The age tag will also help you orient not only what the communication that you’re pushing out will say, but what the medium you will use as well. 

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