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 assign tags when adding a new customer manually or when editing an existing customer record.

When adding a new customer

1. In the left sidebar, click Customers under the Workspace section.
2. Click + Add customers at the top right of the Customers page.
3. In the modal that opens, select the Manual tab.
4. Fill in the customer’s email address and any other details.
5. In the Tags section, click the tag input area and type a tag name. Click the suggestion that appears or press Enter to create a new tag and assign it.
6. Repeat step 5 to add more tags. To remove a tag, click the X on the tag chip.
7. Click Add Customer to save.

When editing an existing customer

1. In the left sidebar, click Customers under the Workspace section.
2. Use the search bar to find the customer by name or email, then click their row to open the Customer details panel on the right.
3. In the Tags section, click the tag input area and type a tag name. Click the suggestion that appears or press Enter to add it.
4. To remove a tag, click the X on the tag chip.
5. Click Save to apply the changes.

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 questions

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.