SHOPLINE offers customer tags and memos to make customer management easier. With this feature, you can create tags and notes for specific customers and find your TA faster.
This article will cover the following:
1. Create tags and notes for customer
Step 1. Confirm your subscription
On the Admin Panel, click the upper right corner "Hello, XXX" and enter My Subscription & Billing to view your store's plan subscription.
A. Please confirm if your plan and module include the Social Commerce / e-Commerce / Retail POS plan. If yes, go to Step 2 to create tags.
B. If you see this (below) instead, please confirm your store is using the Premium / O2O / Enterprise plan.
If so, go to Admin > [Apps] > [Apps Store] to install this "Customer tag & note."
Step 2. Create tags
Go to SHOPLINE Admin > [Customer Management] > [Customers]. Click View to proceed to the Customer Detail page.
On the Customer Detail page, you can find the "Tags & Note" section.
Tags
Each tag must consist of at least 3 characters with a maximum of 40 characters. Press "Enter" and the tag will turn blue, indicating the tag is successfully created.
If you want to add existing tags, click View all tags and the pop-up will be shown.
Click on the tag in "All tags," the tag will change from white to green and will be added to the "Applied tags."
Click on the tag again, the tag will turn back to white and will be removed from the "Applied tags."
Step 3. Note
Input more description of your customer in the "Note" field. (Text limit: 1000 characters). Upon completion, remember to click Save to update the tags and notes you created.
2. Filter customers by tag
Go to SHOPLINE Admin > [Customer Management] > [Customer List].
Filters
Click [Add Filters] > [Select a Filter] > [Tag].
Select the tag from the dropdown list and click Add. The customer list will immediately show your filter results.
Tags can be filtered with other criteria. For example, you can filter customers who applied the tag "purchase-over-5-times" and another tag "Accepts Marketing."
3. Add/ Remove customer tags in bulk
Merchants can use this feature to add/remove tags for specific customers and manage customer tags in bulk. For example, for all customers who have accumulated 5 purchases, add a tag of "sent $100 credit"; or for all December birthday members, add a tag of "December birthday." etc.
Step 1. Get customer ID/ email address/ mobile phone number
This feature requires a customer ID (if the customer is created through SHOPLINE), email address, or mobile phone number for the system to match the member information. If the merchant already has a customer list (including email or mobile phone number), you can skip to Step 2 to update the customer tags in bulk.
If you want to select specific customers from the customer list to add/delete customer tags in bulk, you can follow the instructions below:
Go to [Customer Management] > [Customers] and select the customers you want to add/remove tags.
*Tips: You can use "Add Filters" to find customers who need to update their tags in batches more quickly.
Click Export Report and select Selected Customers to export data. The exported data field must contain the Customer ID/ Email address/ Mobile phone number. Click Export to retrieve the report.
The customer information in this report will be used in the next step "Bulk update customer tags."
Step 2. Update customer tags in bulk. Download the template for instruction
Click Import Report > Bulk Update Customer Tags. Download the template and edit it.
Step 3. Follow the instructions in the form. Fill in the customer ID, email address, mobile phone number, and customer tags
Copy and paste the customer ID/ Email address/ Mobile phone number into this form, and edit the Add Customer tags column, or Delete Customer tags. Please note that the new customer tag cannot be duplicated with the deleted customer tag on the right.
*Notes:
- At least one of the three fields (Customer ID/ Email Address/ Mobile Phone Number) must be filled in and cannot be left blank.
- After uploading the edited file, the system will identify the member according to the following order Customer ID > Email Address > Mobile Phone Number. If the email and mobile phone number in the same row belong to different customers, only the highest-ranked customer will be tagged.
🔔 Example:
The information in one row is,
1. Customer Email: lizz@shopline.com
2. Mobile Number: 09123456789
3. Add tag: AA Member
Customer A: lizz@shopline.com
Customer B: 09123456789
Because the email address is the higher-ranked field, the "AA Member" tag will be created under Customer A instead of Customer B. - 3-40 characters per tag, 60 tags in total at maximum.
- Tags in the same cell must be separated by commas, e.g. tag1,tag2,tag3, with no spaces in between.
- Stores with "CRM Module" can update 10,000 customers each time; Those without this module can only update 1,000 customers each time.
- If there are identical emails or phone numbers in the file, then all tags of this customer will be created under the same user.
🔔 Example:
First row: lizz@shopline.com+tag1,tag2
Second row: lizz@shopline.com+tag2,tag3
After uploading, the customer will have tag1, tag2, tag3. - To input a date in the customer tag, please use the format 2021/01/01 or 2021-01-01 for better identification. If the date contains the symbol ".", please add a single quotation mark in the cell. For example: '2021.01.01 so that the cell will be identified as a text format.
Step 4. Upon completing the form, go to "Bulk Update Customer Tags" and upload the edited Excel file.
*Note: The system only supports uploading xlsx files.
Step 5. Check the status of the process. If failed, download the failure report.
Go to [Report and Analysis] > [Bulk Action Process] to check the process and status. If the process fails, you can download the Failure Report.
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