Before you begin
- You’ll need access to the CRM and the contact(s) you want to label.
- Decide what you actually want to track — a few well-chosen labels beat dozens of unused ones.
Tiers rank how valuable a customer is (a single choice). Tags group customers by topic (pick as many as you like). Custom attributes store specific facts unique to your business (like a field on a form).
1
Set a tier (VIP / Standard / New)
Tiers tell you, at a glance, how important a customer is. Every contact can be one of three:
- VIP — your most valuable customers, the ones to prioritize.
- Standard — your regular customers.
- New — recently arrived, not yet established.
Your best customers now stand out — and you can pull them up instantly with the VIP Contacts segment.
2
Add tags
Tags are free-form labels you can apply to as many contacts as you like, and a contact can carry several at once. Use them for topics, campaigns, or anything you want to group on later — e.g.
hair-loss, botox-interest, referred-by-staff, dec-promo.- Add a tag: open the contact and add it in the Tags section.
- Reuse tags: apply the same tag across many contacts so you can filter the whole group.
You can now filter the contacts list by tag to see everyone who shares a label.
3
Add custom attributes
When you need to track a specific fact that isn’t a standard field, use a custom attribute — a named piece of information you define yourself. Think of it like adding your own field: “preferred branch”, “skin type”, “membership number”.
- Add custom attributes from the contact’s Details.
- Use clear, consistent names so the same fact is always stored the same way.
Your contacts now hold the details unique to your business.
Tiers vs. tags vs. attributes — which to use?
- Tier: how valuable? One choice: VIP, Standard, or New.
- Tag: what group? Many per contact, shared across people.
- Custom attribute: what specific fact? A named value, like a form field.
