Organizing Your Customer Database with Tags on Kenko

Tagging your contacts is one of the simplest and most powerful ways to organize your customer database on Kenko. Tags help you segment your audience, personalize communication, and quickly identify groups of customers based on their behavior, experience level, or special attributes.

Setting Up Tags

1. Head to General Settings.

2. Click on Customers.

3. Scroll down to the Custom Tags section.

Here, you can create your own tags and assign them to customers. For example, you might create tags like Beginner, Intermediate, and Advanced to track clients based on their Pilates experience. Or add tags like Student, VIP, or Corporate so you can easily filter and target these groups when sending marketing campaigns.

Creating and Managing Tags

1. To create a tag, click Add Custom Tag.

2. Type in the tag name, choose a color to make it easy to spot, and click Add Tag.

3. You can also edit tag names and colors anytime by clicking Edit, or delete tags you no longer need.

Once created, you can assign these tags manually, or use the Journeys feature to assign them automatically based on specific conditions.

Understanding System Tags

Below this, you'll see System Tags. These are automatically created and assigned by Kenko based on customer activity or status. The system tags include:

• Unpaid dues: Added when a customer has outstanding payments.

• Active membership: Added when a customer has an active subscription or credit pack.

• Paused membership: Added when a membership is on hold.

• First visit: Added for attending their very first session.

• Signed Document: Added when a required waiver or agreement hasn't been signed.

• Child Account: Added when the profile belongs to a child account.

These system tags work behind the scenes to help you instantly identify key customer segments without any manual effort.

Conclusion

With custom tags and system tags working together, you can keep your customer list organized, personalize your communication, and run more targeted, effective marketing campaigns.