How Do I Use Customer Tags in Feedspace?

Overview

Tags in Feedspace let you group customers into categories so you can filter and target them more precisely in your form automation. For example, you could tag customers as “enterprise”, “trial”, or “vip” and then set up an automation that only emails customers with a specific tag.

How to Add Tags to a Customer

You can add tags when adding a customer manually or when editing an existing customer record.

When Adding Manually

1. Click Add customers and choose the Add manually tab.
2. In the Tags field, type a tag name.
3. Press Enter or select the suggested option to create the tag and assign it to this customer.
4. Add as many tags as needed, then click Add customer.

When Editing an Existing Customer

1. Click on the customer’s row to open the Customer details panel.
2. In the Tags section, type a tag name to create a new tag or select an existing one.
3. Click Save to apply the change.

How Tags Work in Form Automation

When setting up a form automation, you can filter which customers receive emails by tag. Only customers who have the selected tag will be included in that automation’s email sequence.

Common Confusion

Do tags appear in review request emails?

No. Tags are internal labels for your own organization. Customers do not see the tags assigned to them.

Can one customer have multiple tags?

Yes. You can assign as many tags as you like to a single customer record.

Can I import tags from a CSV file?

Yes. Include a tags column in your CSV file. Separate multiple tags with a comma inside that column. Feedspace will create the tags and assign them during import.

What You Can Do Next

• Go to a review form and open the Automation tab to filter your email sequence by tag.
• Bulk-assign tags by including a tags column in a CSV import.