Mass Tagging Customers in Edelweiss360

You can view customers by “type,” so to speak by clicking on the people icon here:


You’ll be able to parse your customer list according to a few different parameters and then clicking Run:

The Purchase Time Period will allow you to pull a list of customers that purchased items within a specific time frame, whether “within the last year” or say “during last year’s holiday season,” etc.

Contact Information allows you to parse your customer list according to the sort of contact data you have on file for them. Generally, the Email selection at the very least should be selected.

Sections / Departments Purchased is likely what you’ll be using the most. This will pull all your customers who have purchased from a specific section (or department) within the specific time frame. This would allow you to pull all the people who have purchased gardening titles in the last few years so you can send them a targeted gardening Campaign, for example.

Tags allow you to view all the customers you’ve tagged with a specific keyword. Lit Fic, Small Kids, YA Titles, Cookbooks, Reading Group, Mean Old Cuss, etc. would be good sorts of folks to target.

After you Run the list, you’ll see the list of customers that fit your parameters, as well as their first and last purchases and any existing Customer Tags.

The most important thing you can do with this list is to Tag a whole mass of customers with a Customer Tag all at once. Once you’ve selected a customer, or all of them, you can add (or remove) a Tag:

For this specific list of customers we’ve produced, a simple Cookbook tag would be very helpful and sensible. Of course, a customer can have multiple Customer Tags.

Once Tagged, you can quickly add those customers to a Campaign: