How do I add tags to customers and what are they used for in Shopify?

In Shopify, customer tags are labels you can assign to customer profiles to help organize, segment, and target customers more effectively. Tags don’t affect storefront functionality directly, but they’re powerful tools for marketing, automation, and internal management.

How to Add Tags to Customers in Shopify

Method 1: Add Tags to Individual Customers

1. From your Shopify admin, go to Customers.
2. Click on a customer profile.
3. In the Tags section, enter a new tag or select an existing one.
4. Click Save.

Method 2: Add Tags to Multiple Customers in Bulk

1. Go to Customers.
2. Select the checkboxes next to the customers you want to tag.
3. Click the menu icon (three dots) next to Bulk Edit.
4. Choose Add tags, enter your tags, and click Save.

Method 3: Import Tags Using a CSV File

• When importing customers, include a Tags column in your CSV file.
• Use a comma-separated list for multiple tags (for example, VIP,wholesale,repeat-customer).
• Customer tags aren’t case sensitive.

What Customer Tags Are Used for in Shopify

1. Customer Segmentation

• Create dynamic customer segments using tags (for example, customer_tags CONTAINS 'VIP').
• Group customers by loyalty status, purchase behavior, or custom categories.

2. Targeted Marketing

• Send focused email or SMS campaigns to specific tagged groups.
• Examples include emailing only customers tagged high-value or birthday-club.

3. Organization and Customer Management

• Track loyalty program members.
• Differentiate wholesale and retail customers.
• Flag customers with special requirements such as tax-exempt or wholesale-pricing.

4. Automated Workflows (Using Shopify Flow)

• Automatically apply tags based on customer behavior.
• Example: Tag customers as VIP when their lifetime spend exceeds $1,000.

Customer Tag Best Practices

• Keep tags short, clear, and easy to understand (up to 255 characters).
• Use consistent formatting, such as vip-customer instead of mixed styles.
• Choose tag names your entire team can recognize and use consistently.
• Remember that tags aren’t case sensitive.