Within CCD you have the ability to ‘tag’ customers, generally used for communication and marketing purposes.
Each tag that you set up can have a list applied to it i.e. if you wish to identify any client who plays golf with a note of their ability level, this can be achieved by adding ‘Golfer’ as a marketing tab label and adding a list of the handicap categories.
To set this up, navigate to Setup > Technical > Marketing tags. Enter the groups or tags you would like to identify in the Marketing tag label fields:
For this example, we are going to reference the ‘Golfer’ Marketing tag label.
To setup the lists that apply to each Marketing tag label, navigate to Clients > Marketing > User defined:
Hold your Control key down and select the field you wish to add a data list to:
Enter each value you wish to appear in the list by typing each value in the field displayed enter value to add to list and clicking on the button to the right of this field to Add custom value:
Continue entering all of the items into the list that you wish to tag clients with and once finished, click on Return at the top left of your screen:
Click into the Client data field beside the Marketing tag label created and you will be presented with the list you added:
Select the option you wish to tag the client/s with:
You can now search out the clients tagged as Golfers with any handicap or those with a specific handicap.
To perform the search for anyone tagged as a Golfer, click on the search button at the top of your screen, click twice in the data field beside Golfer, and enter * and click back on the search button:
This will provide a list of all clients tagged as ‘Golfers’, which you can then use the link at the bottom of the screen Setup marketing wizard based on the above clients:
To perform the search on a specific handicap for clients tagged as a Golfer, click on the search button at the top of your screen, select the handicap you wish to find the clients with this tag and click back on the search button to perform the search:
This will provide a list of all clients tagged with ‘Category 1 Handicaps of 5.4 or less’, which you can then use the link at the bottom of the screen Setup marketing wizard based on the above clients:
If you wish to search on more than one tag, when you are presented with the message to Add or Perform the search, click on Add and select the additional tag you wish to search on, then click Perform to run the search