Customer Labels
Create and manage labels to tag and categorize your organization's customers from the self-serve Customers entity page.
A label is a tag you attach to a customer to categorize or group them, for example marking someone as a "VIP" customer or as having opted in to your newsletter. This page is where you manage your organization's catalog of customer labels: create new labels, edit their details, and retire the ones you no longer use.
A label can also have an expiry configuration. After the configured duration or date, the label expires and is automatically removed from the customer.
Use cases
Use customer labels to identify and group customers who share a trait:
- VIP: Identify your highest-spending customers so support and marketing teams can recognize them separately from your general customer base.
- Newsletter Opt-in: Identify customers who consent to marketing emails, to build an email campaign list.
- Summer-Sale-2026: Identify customers included in a specific promotion. Set an expiry date matching the promotion's end date, so the label is removed automatically when the promotion ends.
Creating a label
To create a label, follow these steps:
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Go to Entities > Customers.
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Select Create Label.
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Fill in the label details:
Field What it's for Required External ID A unique identifier from your own system, for example a code you already use to track this tag elsewhere. Yes Label Name The name shown wherever this label appears in the product, for example "VIP" or "Newsletter Opt-in." Yes Description Extra context about what the label means or when to use it. No -
Set an Expiry Configuration to control how long the label stays valid:
Option Behavior Never Expire The label stays on the customer indefinitely. Expire on a fixed date You choose a specific calendar date for it to expire. Expire after X days You enter a number of days; the label expires that many days after this save. Expire at end of current month The label expires on the last day of the current month. Expire at end of current year The label expires on the last day of the current year. Expire at end of next year The label expires on the last day of next year. -
Select Add Label.
[Screenshot placeholder: Create Label form showing External ID, Label Name, Description, and Expiry Configuration fields, with Cancel and Add Label buttons]
Viewing and editing a label
To view or edit a label, follow these steps:
- Go to Entities > Customers.
- On the Labels listing page, review each label's Name, Status, External ID, Expiry Configuration, and when it was last updated. Use Search by label name and IDs to find a specific label, or the Status filter to show only Active or Deactivated labels.
- Select a label to open its detail page, which displays all the information you configured when you created it.
- Select Edit to change any field except Label ID, which is system-generated, then select Save Label. Your changes appear on the list right away.
[Screenshot placeholder: Labels listing page showing Name, Status, External ID, Expiry Configuration, and Last Updated columns, with the search box, Status filter, and Create Label button]
Deactivating a label
Open the ⋯ menu on a label row, select Deactivate, and confirm. To bring a deactivated label back, open the ⋯ menu on its row again and select Activate. Bulk-uploading labels isn't available yet.
FAQs
Q: Can I delete a label instead of deactivating it?
A: No. Deleting isn't available for labels. Deactivating hides it from active use without removing its history.
Related pages
Updated 10 days ago