Customer tags and segments

Tags are short labels you attach to a customer to group them however makes sense for your store — your best buyers, wholesale accounts, people to follow up with. They’re the simplest way to bring a bit of structure to your customer list.

Tag a customer

On a customer’s profile, just below their name, you’ll find their tags with an Edit tags control. In the example, the customer carries a vip tag. Select Edit tags to add a new label or remove one you no longer need.

A tag is just a word or short phrase you choose — for example, vip, wholesale, newsletter or follow-up. Keeping your tags short and consistent makes them far more useful later.

Thinking in segments

A segment is simply a group of customers who share something — the same tag, a similar buying pattern, or a shared trait. Tags are how you build segments by hand: tag everyone who belongs in a group with the same label, and that label becomes the group.

Common ways stores use tags to segment:

• vip for high-value or loyal customers you want to look after.
• wholesale or b2b to tell business buyers apart from retail shoppers.
• follow-up for people you owe a reply or a check-in.

Deciding who belongs where is easier once you can read a customer’s value and activity — see Order and return history for the summary tiles that tell you who your best customers really are.

Note

Tags aren’t unique to customers — orders carry tags too, with the same Edit tags control. That means a label like vip can describe both a customer and their orders, so the same shorthand works across your admin.

Tip

Agree on a small, shared set of tags with your team and stick to it. Ten well-chosen tags everyone uses the same way beat a hundred one-off labels nobody can rely on.