Guide / tags & segments
Tag Management
Organise your inventory with custom tagging and filtering — tags are how BSimple groups customers, products and everything else you want to act on.
01 / what tags are
Let's jump into Tags
What are they, why are they a thing in BSimple and what secret power are they going to give me?
Tags are the system by which the BSimple platform groups "things". There are no rules for tags, they are defined by you. But, having said that there are some pretty common ones that we would suggest to you, and maybe you'll have an idea and will be able to expand upon them.
02 / why they matter
Why do we care about tags?
Well you don't have to - that is up to you. But there is a lot of power in the tag system and it will give you the ability to build reports about specific groups of customers, launch marketing campaigns to groups, be logical and organised around who you invite to order and on what day.
We really have created a flexible segmenting tool for you inside BSimple.
- Reports about that specific group of customers
- Marketing campaigns launched to the group
- Ordering-day invitations, organised by tag
03 / tags in operation
What is the secret powers?
Sorry, there is no secret power. Just clear and concise segments or groups of customers, and easy mechanisms to interact with those customers. The Send SMS and Send Email is all attached to tags, so the tagging system is required at a base level. I've seen some customers just create a "customer" tag and give it to everyone. Each to his own!
04 / starting sets
Tags other businesses start with
There are no rules, but these are the common starting points we suggest — and the actions each group unlocks.
Group once, act often