Customer tags let you organize and segment your customer base in CommentSold. These tags can be synced into Klaviyo for advanced segmentation, applied to customer-specific coupons, and used for targeted notifications.
Klaviyo Sync
Tags automatically sync and can be used to create segments. Within Klaviyo, multiple tags for a single customer will appear as a comma-separated list, so you can filter or segment based on one or more tags.
Importing Customer Tags with a CSV
You can bulk-assign customer tags 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)
Tagging Customers from Insights Reports
(Optional but Recommended)
Insights reports are a quick way to identify groups of customers and apply tags in bulk.
- 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.