Follow these steps to create and assign custom tags for customer preferences:
1. Create the Customer Profile
- Start by creating the customer profile in your POS system, ensuring all relevant details (such as name, contact information, and purchase history) are included.
2. Assign Custom Tags
- Once the customer profile is created, you can assign custom tags to the profile. These tags can represent specific preferences, such as:
- Favorite products
- Preferred payment method
- Marketing interests
- Customer status (VIP, New, etc.)
3. Manage and Use Tags
- Tags make it easier to filter and manage customer preferences for future interactions or marketing campaigns.
- Simply enter the tags in the relevant section of the customer profile. These tags will be visible and can be used to segment customers for promotions or personalized offers.
By creating custom tags, you can efficiently manage and tailor your services based on customer preferences.
If you need assistance with creating or managing customer tags, please contact our support team at +1 888 666 0227.
