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Customers

How to tags, memberships, accounts, and marketing

The profile is also where you maintain relationship data that the list uses for filters and that marketing or memberships can rely on.

The profile is also where you maintain relationship data that the list uses for filters and that marketing or memberships can rely on.

Tags, memberships, accounts, and marketing

The profile is also where you maintain relationship data that the list uses for filters and that marketing or memberships can rely on.

  • Add a custom tag with the New tag field, then Go. Remove a tag with the × on the chip unless it is a protected membership tag.
  • Membership status shows active plans, remaining visits when applicable, and updates when enrollments change.
  • Marketing emails shows Opted in or Not opted in when marketing email is enabled in Emails and Messaging.
  • Send password reset email is for guests who already have a customer account and cannot log in.
  • Create customer account provisions a portal login and sends setup details when accounts are enabled.

Tips

  • Search by phone when a guest cannot remember which email they used at checkout.
  • Keep tags short and consistent (VIP, Birthday, Corporate) so Filters stay useful.
  • Turn on customer credit in payment methods before expecting the Credit column to matter.
  • Enable customer accounts in General settings if you want Create customer account and password reset to appear.