coreILLA - coreSTORE Getting Started Creating Smart Tags in coreSTORE

Smart Tags Offer:

• Automated Customer Segmentation: Classify customers based on their in-store activities.
• Targeted Marketing: Create personalized marketing campaigns for different customer segments.
• Enhanced Customer Engagement: Improve customer interactions by understanding their behaviors and preferences.
• Customizable Criteria: Define specific actions or attributes to segment customers as needed.

coreSTORE

1. Click on Customers

Ready to access your customer information? Head over to the navigation menu on the left-hand side of your screen. Look for "Sales," and then click on "Customers." This will take you to the central hub for managing all your customer data within coreSTORE.

2. Click on Smart Tags

If you have an active coreILLA subscription and have linked it with coreSTORE, you'll see a "Smart Tags" button at the top of the customer screen. This feature lets you leverage coreILLA's capabilities to categorize and segment your customers for targeted marketing and promotions. (Note: This functionality is only available with a coreILLA connection.)

3. Smart Tag Dashboard

Explore your smart tags (coreILLA connection required):

Assuming you have an active coreILLA subscription and linked coreSTORE, you'll see a list of your existing smart tags on this screen. These tags act like labels that group customers based on specific criteria you define. Here's what you can do:

• Review Existing Tags: Easily identify which customers belong to each tag, giving you valuable insights into your customer segments.
  
• Edit Tags (Optional): Want to refine your criteria? Click "Edit" to modify an existing tag and adjust the conditions for customer inclusion.
  

Now, let's dive into creating a brand new smart tag to further categorize your customers!

4. Click on New Smart Tag

Create a new smart tag (coreILLA connection required):

Ready to segment your customers with a brand new smart tag? If you have coreILLA linked with coreSTORE, look for the "New Smart Tag" button in the top right corner of the customer module. Clicking this button will launch the tag creation process, allowing you to define specific criteria for grouping your customers.

5. Tag

Naming your smart tag (coreILLA connection required):

When creating a new smart tag (assuming you have coreILLA linked with coreSTORE), you'll find a "Tag" field. This is where you get to name your new tag. Here are your options:

• Select an Existing Tag (Optional): If you want to create another condition on an existing one, use the dropdown menu to select the relevant tag. This allows for more complex segmentation strategies.
  
• Create a New Tag: Simply type your desired name for the new smart tag directly into the field. This lets you establish a fresh category for grouping your customers.

6. Adding a new tag

Benefits of the "New Purchase" Tag:

• Targeted Marketing: By creating this segment, you can use coreILLA to launch targeted marketing campaigns specifically for new purchases. This allows you to tailor your messaging and promotions to their initial purchase experience, potentially increasing customer engagement and loyalty.
  
• Streamlined Communication: With the "New Purchase" tag, you can easily identify new customers within coreSTORE. This can be helpful for sending welcome emails, offering special discounts, or providing additional product recommendations relevant to their first purchase.
  

7. Description

Give your "New Purchase" tag a clear description (coreILLA connection required):

While creating your "New Purchase" smart tag (assuming you have coreILLA linked with coreSTORE), don't forget the "Description" field. This is your chance to add a brief note reminding yourself (and anyone else using coreSTORE) what this tag signifies.

For example, you could enter "Customers who made a purchase within the last 30 days." This clear description will make it easy to understand the purpose of the tag when reviewing it later or managing other customer segments.

8. Date Range

Setting the timeframe for your "New Purchase" tag (coreILLA connection required):

When creating your "New Purchase" smart tag (assuming you have coreILLA linked with coreSTORE), you'll find a "Date Range" section. This is where you define how far back in your sales history the tag will look to identify customers who qualify.

For instance, if you want to target those who made their first purchase within the last 30 days, you would set the date range accordingly. This ensures the tag captures the most relevant customer segment for your marketing efforts.

9. Location

Specify the customer base for your tag (optional):

The "Location" section (which might not be available for all coreSTORE setups) lets you define which customer base this "New Purchase" tag applies to. This can be helpful if you have multiple store locations or manage customer segments for different geographical areas.

10. Match Type

Tailoring your "New Purchase" tag with Match Type (coreILLA connection required):

The "Match Type" field within the "New Purchase" tag creation process (assuming you have coreILLA linked with coreSTORE) allows you to define how strictly the tag criteria are applied. Here's what you can choose from:

• All Conditions Must Match: This option ensures a customer only receives the "New Purchase" tag if they meet every single rule you set for the tag. This creates a highly targeted segment of customers who made a purchase within your specified timeframe (and potentially meet additional criteria you might establish).
  
• Any Condition Matches: Choosing this option allows a customer to be tagged with "New Purchase" if they meet at least one of the rules you define. This creates a broader segment that captures customers who made a purchase within your timeframe or satisfy any other conditions you set.

11. Please Select

Refine your "New Purchase" tag with powerful criteria (coreILLA connection required):

The "Rules and Condition Selection" section within the "New Purchase" tag creation process (assuming you have coreILLA linked with coreSTORE) is where the magic happens! Here, you can define a wide range of criteria to pinpoint exactly which customers qualify for this tag.

Think of it like a filter: You can choose from a variety of options to narrow down your customer base. Here are some examples:

• Sales Types: Filter by specific sales types, like in-store purchases or online orders.
  
• Item Tags: Target customers who bought products with certain tags (e.g., "new arrival" or "sale item").
  
• Customer Demographics: Get granular by including criteria like gender or age.
  

The possibilities are vast! By combining these options, you can create highly targeted customer segments based on your specific marketing goals.

12. AND

Building complex criteria with "AND" selections (coreILLA connection required):

Within the "Rules and Condition Selection" for your "New Purchase" tag (assuming you have coreILLA linked with coreSTORE), you'll find the option to use "AND" selections. This lets you create more intricate criteria for assigning the tag.

Here's how it works:

• Think of each condition as a hurdle: Customers must "jump over" all the hurdles defined with "AND" to qualify for the tag.
  

Remember the Match Type:

Don't forget the "Match Type" you selected earlier (All Conditions Must Match or Any Condition Matches). This will determine how strictly these "AND" selections are applied.

By combining "AND" selections with the Match Type, you can create highly targeted customer segments for laser-focused marketing campaigns within coreILLA.

13. Click on Save

Saving your "New Purchase" tag and its impact (coreILLA connection required):

Once you've finalized your "New Purchase" tag criteria (including Match Type, rules, and conditions), hit "Save" to activate it within coreSTORE (assuming you have coreILLA linked). Here's how it works:

• Retroactive Tagging (optional): Depending on the date range you set, the tag can potentially identify past customers who meet the criteria. This lets you start marketing to a pre-existing segment of new customers.
  
• Future Targeting: Moving forward, the tag will automatically be applied to any new customer who fulfills the established criteria. This ensures your "New Purchase" segment stays up-to-date for ongoing marketing efforts.
  

Updated on: 07/22/2024