How to Create and Assign Customer Tags in Zylu

How to Create and Assign Customer Tags in Zylu


Learn how to create and assign tags to customers in Zylu to organize customer data and improve marketing and upselling efforts.

Access Customer Information

  1. From the main menu, go to Customers
  2. Select the customer you want to update
  3. Open the customer profile
  4. Locate the Tags section

Create a New Tag

  1. Click on the Tags search box
  2. If the required tag does not exist, select Create Tag
  3. Enter the tag name
  4. Select a color for the tag
  5. Click Create Tag

The new tag will now be available in the tag list.

Assign Tag to Customer

  1. Open the customer profile
  2. Go to the Tags section
  3. Select the required tag from the list

The tag will now be assigned to the customer.

Benefits of Using Tags

Tags help you:

  • Segment customers easily
  • Run targeted marketing campaigns
  • Identify customer preferences quickly
  • Improve upselling opportunities
  • Track special customer categories

Notes

  • Multiple tags can be assigned to a customer
  • Tags can be reused across different customers
  • Use clear and consistent tag names for better organization

Tips for Efficiency

  • Create standard tags for commonly targeted customer groups
  • Avoid creating duplicate tags with similar names
  • Use tags regularly to improve customer segmentation and campaign performance
  • How do I create a customer tag?
  • How to assign tags to customers?
  • How to categorize customers in Zylu?
  • How to use customer tags for marketing?
  • Where can I add tags to customers?
  • How to create customer segments?

    • Related Articles

    • How to Share Invoices in Zylu

      Learn how to share invoices with customers through WhatsApp from Device, WhatsApp API, and SMS API in Zylu. Zylu allows you to share invoices with customers using multiple communication channels. This helps improve customer experience, maintain ...

    • Understanding SMS, and ZAP AI Credits in Zylu

      This section helps you understand how to buy and manage credits in the Zylu platform, including SMS credits and ZAP AI credits. How to buy ZAP AI credits: ZAP AI is a prompt-based AI tool integrated into Zylu that helps create WhatsApp templates. ...

    • How to Add a Wallet / Prepaid Membership for a Customer

      Use this guide to create and sell prepaid or wallet-based memberships (e.g., Pay ₹10,000 Get ₹12,000) to your customers. This enables them to prepay and use the balance for future services. <br> Step-by-Step Process Step 1: Create the ...

    • Zylu Quick Start Guide in Under 4 Minutes

      <br>Introduction Welcome to Zylu! This quick and easy guide will walk you through the essential steps to set up and start using Zylu to run your salon efficiently. We’ve designed this to make sure you’re set up in no time so that you ...

    • How to Edit a Completed Booking in Zylu

      Learn how to edit a completed booking in Zylu by updating booking timings, assigned staff, and payment details. Edit Completed Booking Timings and Staff From the main menu, go to Bookings Switch to List View Locate the completed booking you want to ...

    • Popular Articles

    • Getting Started with Bookings & Sales on Zylu: A Step-by-Step Guide

      How to Get Started with Bookings & Walk-Ins in Zylu . This guide will walk you through managing bookings, walk-ins, adding new customers, selling services and products, and sending invoices through Zylu. By following these steps, you’ll streamline ...

    • Billing Process (Walk-In Customer)

      A step-by-step guide to efficiently handle transactions for walk-in clients. In this tutorial, you'll discover how to bill walk-in customers using the Zylu salon management app. Whether it’s a first-time visitor or a regular client, we’ll walk you ...

    • How to send a WhatsApp Campaign for Holiday Discount

      Step-by-Step Guide to Engaging Customers with Festive Offers WhatsApp Campaign In this tutorial, we'll walk you through the process of creating and sending a WhatsApp campaign to promote your holiday discounts. <br> Steps: Log into your Zylu ...

    • How to Set Up a Cashback Loyalty Program

      Reward and Regain Customers with a Cashback Program in Zylu <br> Steps: Open the Zylu app and go to "Manage" in the main menu. Navigate to "Marketing" and select "Loyalty Program." Click on the "Cashback" tab. Press the plus button to create a ...

    • Complete Business Verification

      Verifying Your WhatsApp Business Account To fully utilize the features of your WhatsApp Business account, it's essential to complete the business verification process. Follow these simple steps to get started: Initiate Business Verification: If you ...