Customer Tags
Posted: Fri Aug 08, 2025 3:55 pm
As some of you might be aware, I've been playing with Customer Segmentation, but hit an inflexibility, that inflexibility was solvable (but meant all shops would have to have the same "rules" for segmenting Customers [ie giving them a tag such as "VIP", "new" or whatever). I am not keen on forcing shops to do things in a set way, so to solve it I decided to create a Customer Tagging system, where shopowners can set up flexible Tagging Rules, eg
VIP:
spent more than 1000 in the last 90 days.
First Time Buyer:
has made exactly 1 order
Repeat:
has made > 1 order
Dormant:
has not ordered in at least a year
and so on.
For some shops,
VIP might be; has made 3 orders in the past 30 days.
Whereas another shop;
VIP might be; has spent 500, over at least 10 orders, in the past year
Or;
VIP might not even exist for some shops.
So, all Tags are flexible. Right?
Each Customer can have only ONE tag assigned to them (I coded it this way to make is fairly simple as I am doing this on my own time and effort, and I already spend far too much time and effort on Phoenix and trying to push tt forward).
The question then is; what if a customer qualifies for more than one tag? EG, a new customer, who buys so much on their first order that they qualify for "New Customer" and "VIP". This is where Tag priority makes it mark...each Tag is assigned a priority, and only the Tag of the most important priority is assigned to the Customer. In this case, assuming VIP priority is more important than New Customer, this customer would be VIP.
Tagging Customers is a hybrid of automatic and manual;
1. automatic
- when a customer creates an account, their Tag is updated based on your Rules
- when a customer checks out, their Tag is updated based on your Rules
2. manual
- sometimes customers fall out of scope (eg if they don't make an order, they might become "dormant")
- you add a new Tag which some existing customers might be segmented under
- you first install this system and all your existing customers have no tag!
In these cases (and probably others), there is a button to press which will renew your Customers Tag based on your Rules
In the Customers Page, Tags are shown;
VIP:
spent more than 1000 in the last 90 days.
First Time Buyer:
has made exactly 1 order
Repeat:
has made > 1 order
Dormant:
has not ordered in at least a year
and so on.
For some shops,
VIP might be; has made 3 orders in the past 30 days.
Whereas another shop;
VIP might be; has spent 500, over at least 10 orders, in the past year
Or;
VIP might not even exist for some shops.
So, all Tags are flexible. Right?
Each Customer can have only ONE tag assigned to them (I coded it this way to make is fairly simple as I am doing this on my own time and effort, and I already spend far too much time and effort on Phoenix and trying to push tt forward).
The question then is; what if a customer qualifies for more than one tag? EG, a new customer, who buys so much on their first order that they qualify for "New Customer" and "VIP". This is where Tag priority makes it mark...each Tag is assigned a priority, and only the Tag of the most important priority is assigned to the Customer. In this case, assuming VIP priority is more important than New Customer, this customer would be VIP.
Tagging Customers is a hybrid of automatic and manual;
1. automatic
- when a customer creates an account, their Tag is updated based on your Rules
- when a customer checks out, their Tag is updated based on your Rules
2. manual
- sometimes customers fall out of scope (eg if they don't make an order, they might become "dormant")
- you add a new Tag which some existing customers might be segmented under
- you first install this system and all your existing customers have no tag!
In these cases (and probably others), there is a button to press which will renew your Customers Tag based on your Rules
In the Customers Page, Tags are shown;
