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Tagging and segmenting your customers

Use tags in Glu to organise your customers, automate segmentation, and personalise the experience based on who they are and how they interact with your business.

1 ᐧ How tagging works

There are four ways tags can be assigned to a customer in Glu:

2 ᐧ Manual tagging

Create and assign any tag to any customer directly from their profile. Useful for one-off categorisation or ad hoc segmentation.

3 ᐧ Automated segments

Assign logic to a segment and any customer who matches the criteria will automatically receive the tag. When they no longer match, the tag is removed. This is ideal for dynamic groups like high spenders or lapsed customers.

4 ᐧ Workflows

Build logic flows triggered by events such as purchases, sign-ups, or reservations, that add or remove tags as part of the workflow. Tags being added or removed can also be used as a trigger to start a workflow.

5 ᐧ System generated tags

To save you time, Glu automatically assigns and removes tags based on:

  1. Membership tier and status

  2. Whether the customer has registered an account

  3. Recency, frequency, and monetary value analysis

  4. Whether the customer is currently in-venue

  5. Whether the contact is an employee or created user in Glu

6 ᐧ What are tags used for?

Tags can be used across your business in a number of ways. Your front of house or customer support team can use tags to quickly understand what products or services are available to a customer — simply search by name, email, membership code, or phone number to pull up their profile and see their tags at a glance.

💡 Good to know: Tags work across gift cards, memberships, and workflows, making them one of the most versatile tools in Glu for personalising the customer experience.

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