Tag customers and add notes in Shopify
Tags and notes are the two free-text tools on a customer profile. A tag groups customers for a segment or a bulk action; a note records what only staff should know, such as a delivery instruction or a sizing detail. This tutorial tags 20 customers and adds a note, with the counting that keeps the tags honest.
Written · Shopify admin, desktop steps · 4 minutes read
The worked example
| Customers reviewed | 20 |
| Tag assignments | 25 |
| Tagged VIP | 12 |
| Tagged wholesale | 5 |
| Tagged local-pickup | 8 |
| Customers with 2 tags | 5 |
Download the tags worksheet: customer-tags-worksheet.csv (433 bytes, md5 2dcc4e9011656beb1f052ddfad65bd1c).
A worksheet of the 20 customers from this tutorial and the tags on each one: 12 VIP, 5 wholesale, and 8 local-pickup, for 25 assignments in total.
1Open the customer profile
From your Shopify admin, go to Customers, then click the customer name. Tags and notes both live on the profile page.
2Add tags in the Tags section
In the Tags section, click the field and select a tag from the list, or type a new one and select it. To remove a tag, click the X next to it. Tags are not case-sensitive, so VIP and vip are the same tag.
3Add a note in the Customer Note field
In the Customer Note field, enter the information about the customer, then click Save. Only staff members of your store can access these notes; they are not visible to customers. Keep the note to facts a colleague needs next time, such as a gate code or a standing size.
4Tag several customers at once
To tag more than one profile, tick the boxes next to the customers on the Customers list, click the menu icon next to the Edit customers button, then click Add tags or Remove tags, and click Save. The bulk editor under Edit customers also handles tags.
5Use the tag in a segment
A tag becomes a segment filter with customer_tags CONTAINS 'VIP'. Build the segment the same way as any other, and the tagged group stays current as you add or remove tags.
The arithmetic
Twenty customers were reviewed and tagged.
| Tag | Customers | Share of the 20 |
|---|---|---|
| VIP | 12 | 60.00% |
| Wholesale | 5 | 25.00% |
| Local-pickup | 8 | 40.00% |
| Tag assignments | 25 | — |
| Customers with 2 tags | 5 | 25.00% |
12 plus 5 plus 8 equals 25 tag assignments. 15 customers carry one tag each and 5 customers carry two tags each, which is 15 plus 10, also 25. The shares add to more than 100% because a customer can hold more than one tag.
Held at the counter
Tags are staff-only. A customer never sees their tags. Do not use a tag for anything the customer should know, and do not write anything in a tag you would not want a colleague to read.
Notes hold facts, not secrets. A note is plain text on the profile. Never put a password, a payment detail, or a card number in a customer note.
Tags are not case-sensitive, so pick one spelling. VIP and vip are the same tag in Shopify, but your team will still read them as two different labels. Agree on one spelling and stick to it.
Sources
- Managing customers — Shopify's help pages: the note field, the Tags section, the bulk add and remove tags steps, and the note that tags are not case-sensitive.