CRM y clientes

When to use each one

• Tags: to mark a trait, such as “VIP customer” or “Interested in annual plan”. A customer can have several.
• Lists: to group people who receive something, like a newsletter. Each list keeps track of who is subscribed and who unsubscribed.

Create a tag

1. Open Tags

   In the sidebar, open Customers → Tags and click “New Tag”.

2. Give it a name and color

   Add a description if you want the team to know when to use it. Click “Create Tag”.

Tag customers

• From the tag: open its customers, search for the customer by name, email or phone and click “+ Add”.
• From the customer profile: under Tags, use the manage option.
• Automatically: with a lead form or with the tag action in CRM automations.

Create a list and add customers

1. Click “New List”

   It's in Customers → Lists.

2. Set it up

   Give it a name, color and description. If you have a page where subscribers choose what they receive, enter its address as the preferences URL. Click “Create List”.

3. Add subscribers

   Open the list, search for the customer and click “+ Add”. To remove someone, unsubscribe them.

Next step