Skip to main content

Creating tags in Pogozo

Create tags to assign to client's for easier grouping

A
Written by Alex Forde
Updated over 3 months ago

A client's tag is an identifier that is linked to the client that can be used by your business to potentially include the client into a group of clients that share a common trait.

These groups can then be used to create an audience, to which your business may want to send group communications. For example, you may wish to send a group email to all patients with shoulder injuries notifying them of a new shoulder treatment. An audience would be created of those clients who have been allocated 'shoulder' tag.

To add new tags for clients go to Settings, Communications and Marketing.

Scroll down to Client Tags.

Type in the name of the tag you want to create and press enter. The tag should appear under the add tags section.

Once you have added all your tags scroll to the bottom of the page and press Update Changes.

You can now add the tags to your client's profiles, or use the tags as part of creating your audiences.

Did this answer your question?