Create and manage customer tags in CommentSold to organize customers, build segments, apply targeted coupons, and send targeted notifications.
Customer tags help you organize and segment your customer base in CommentSold. Tags can be used to:
- Segment customers for targeted marketing.
- Sync customer segments with Klaviyo.
- Apply customer-specific coupons.
- Send targeted notifications.
- Bulk-organize customers using a CSV import.
Use the table of contents below to navigate to specific sections of this article:
Klaviyo Sync
Customer tags automatically sync with Klaviyo and can be used to create customer segments.
If a customer has multiple tags, Klaviyo displays the tags as a comma-separated list. This allows you to filter or create segments based on one or more customer tags.
Importing Customer Tags with a CSV
You can bulk-assign tags to customers by uploading a CSV file.
Required Columns & Column Titles
Your CSV must include:
-
Customer ID (required)
- This is the number listed to the left of the Customer name in the Customer tab.
- Customer Name (optional)
- Custom Tags (Add multiple tags per entry if required, separated by commas)
Tag Customers from Insights Reports
(Optional but Recommended)
You can use Insights reports to identify groups of customers and apply tags to them in bulk.
This is particularly useful for creating targeted customer groups based on marketing activity, such as Winback Targets or Retarget Passive Mobile App Viewers.
- Select Insights from the side menu of your Commentsold dashboard.
- Select Marketing from the options listed at the top of the page.
- Download the report you want (e.g., Winback Targets, Retarget Passive Mobile App Viewers).
- Open the report CSV.
- Adjust the column headers so they include:
- Customer ID
- Custom Tags
- Add your chosen tag in the Custom Tags column for each customer.
- Upload the CSV to CommentSold to apply tags using the Import Customer Tags via CSV button under Customers tab from the side menu of your Commentsold dashboard.
FAQs
What are customer tags used for?
Customer tags help you organize and segment customers. You can use them for Klaviyo segmentation, customer-specific coupons, and targeted notifications.
Can I assign tags to multiple customers at once?
Yes. You can bulk-assign customer tags by importing a CSV file with the required customer information and tags.
What information is required in the customer tags CSV?
The CSV must include Customer ID. Customer Name is optional, and Custom Tags is used to specify the tags you want to assign.
Can I assign multiple tags to one customer?
Yes. Add multiple tags to the Custom Tags field as a comma-separated list.
Can I use Insights reports to tag customers?
Yes. Download a relevant report from Insights > Marketing, add the Customer ID and Custom Tags columns, assign your tags, and then import the CSV from the Customers page.
Do customer tags sync with Klaviyo?
Yes. Customer tags automatically sync with Klaviyo and can be used to create segments. When a customer has multiple tags, they appear in Klaviyo as a comma-separated list.
Where do I import customer tags?
Go to Customers in your CommentSold dashboard and select Import Customer Tags via CSV.