# Segmentation & Tags (/docs/crm/segmentation) Tags [#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 [#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 [#creating-tags] 1. Navigate to **Dashboard > CRM > Tags** 2. Create tags that make sense for your business (e.g., "VIP", "Corporate", "Repeat Customer", "Local", "Birthday Club", "Group Organizer") Applying Tags [#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 [#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 [#segmentation-strategies] Tags are most powerful when used consistently. Here are common segmentation approaches: By Customer Value [#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 [#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 [#by-interest] * Tags matching your activity types (e.g., "Kayak Enthusiast", "Birthday Party") * Seasonal preferences (e.g., "Summer Regular", "Holiday Booker") By Campaign [#by-campaign] * Tag customers who came from a specific promotion or marketing effort for attribution tracking Using Tags [#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](/docs/promotions/coupons) for targeted promotions Source Tracking [#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 [#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 [#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 Related How-To Guides [#related-how-to-guides] * [Manage Customer Tags](/how-to/customers/manage-customer-tags) * [Search and Filter Customers](/how-to/customers/search-and-filter-customers) * [Configure Demographics](/how-to/customers/configure-demographics) * [View Customer History](/how-to/customers/view-customer-history)