Segmentation & Tags
Organize and target customers with tag-based segmentation.
Tags
Tags are free-form text labels attached to customer profiles. They are the primary mechanism for segmenting your audience in Resytech.
How Tags Work
Tags are stored as a list of strings on each customer profile. There is no predefined tag dictionary — you can use any text as a tag. This gives you flexibility to create whatever categorization makes sense for your business.
Creating Tags
- Navigate to Dashboard > CRM > Tags
- Create tags that make sense for your business (e.g., "VIP", "Corporate", "Repeat Customer", "Local", "Birthday Club", "Group Organizer")
Applying Tags
- Individual — add or remove tags from a customer's profile page
- Bulk — select multiple customers from the customer list and apply tags to all of them at once
- At creation — tags can be set when creating a new customer through the dashboard
Removing Tags
Tags can be removed from individual customer profiles or in bulk. Removing a tag from a customer does not delete the tag itself — other customers may still carry it.
Segmentation Strategies
Tags are most powerful when used consistently. Here are common segmentation approaches:
By Customer Value
- VIP — high-spending or frequent customers
- At Risk — customers who haven't booked in a while
- New — first-time customers to target with onboarding communications
By Type
- Corporate — business or corporate accounts
- Group Organizer — customers who regularly book for large parties
- Local — customers from the local area
- Tourist — out-of-town visitors
By Interest
- Tags matching your activity types (e.g., "Kayak Enthusiast", "Birthday Party")
- Seasonal preferences (e.g., "Summer Regular", "Holiday Booker")
By Campaign
- Tag customers who came from a specific promotion or marketing effort for attribution tracking
Using Tags
Tags are useful for:
- Targeted email campaigns — send promotions to specific segments. For example, send a "we miss you" email to customers tagged "At Risk".
- Filtering — quickly find customers by tag in the CRM. Tags work alongside the search and source filters on the customer list.
- Reporting — analyze revenue and booking patterns by customer segment
- Workflow automation — trigger automated messages based on tags
- Coupon targeting — combine tag-based segments with coupon rules for targeted promotions
Source Tracking
In addition to tags, Resytech tracks the source field on every customer and contact record. Source indicates the acquisition channel:
| Source | Description |
|---|---|
| online | Customer booked through your website |
| dashboard | Created manually by staff |
| contact-form | Submitted a contact form |
| subscribe-form | Signed up for a newsletter or mailing list |
| abandoned-checkout | Started but did not complete a booking |
| referral | Referred by another customer or partner |
| Custom values | Any other string you define for tracking specific campaigns or channels |
Combining Source and Tags
Use source data alongside tags for deeper insights:
- Filter by source to find all customers from a specific campaign, then examine their tags and spending
- Tag customers from high-value sources (e.g., tag all referral customers as "Referral") for ongoing segmentation
- Use the CRM analytics dashboard to compare contacts by source and see monthly trends
CRM Analytics by Segment
The CRM analytics dashboard lets you view aggregate metrics that can be cross-referenced with your segmentation:
- Contacts by source — see which channels drive the most leads, with count and percentage breakdown
- Monthly trends — track contact and customer acquisition over time
- Active customers vs. total customers — understand engagement rates
- Average customer value — benchmark across your entire customer base, then compare against tagged segments