Bulk Tagging

Bulk tagging adds or removes the same manual tag for several guests at once. Use it for an event, a corporate agreement or to clean up old campaign tags.

Prepare the tag Create it under Marknadsföring → Gäster → Taggar → Ny Tagg if it does not exist. Bulk tagging applies to manual tags; change automatic classifications through their rules.

Step by step

1. Open Marknadsföring → Gäster → Register (Marknadsföring → Guests → Register).
2. Search by name, phone or email, or choose a segment and tag filters.
3. Review the list and select guests with the checkboxes. The header checkbox selects the current page, not the entire audience.
4. Check the selected count in the toolbar.
5. Choose Lägg till tagg (Add tag) or Ta bort tagg (Remove tag), then choose the tag. The change saves immediately.
6. Read the confirmation and inspect a few guest profiles. The selection clears after a completed action.

You need permission to edit guests. If the buttons are disabled, ask the restaurant administrator to check your permission group.

Example: event guests

1. Create a segment under Gäster → Segment using Deltagit i event (Attended event) or Deltog i tillfälle (Attended occurrence), and select the event or occurrence.
2. Return to Gäster → Register and choose the segment in the segment filter.
3. Review the guests and assign a descriptive tag, such as “Event: September wine tasting”.
4. Continue on the next page if more guests should be tagged.

These event filters may include waitlisted bookings. Review the audience if the tag is intended to mean actual attendance.

Example: remove an old tag Create a segment with Tagg → har → Spring wine tasting and Senaste besök → mer än X dagar sedan → 365. Select it in the register, select the intended guests and remove the old tag.

Example: wine-loving regulars Combine Auto-tagg → har → Stamgäst with Tagg → har → Wine lover in a segment. Every condition must match. You can use the segment directly in a campaign; an extra tag is only needed if you want a separate lasting label.

Add, remove or replace

• Guests who already have the tag do not get an extra copy.
• Removing a tag removes the label, not the guest.
• Replacing a tag requires two actions. Reselect the correct guests between actions because selection clears.
• There is no Undo button. If you chose incorrectly, review which guests changed and restore their tags with the opposite action.

A corporate tag is a category; it does not automatically create a discount agreement. The search field does not search notes. Select known guests or use an existing corporate tag.

Use the group in a campaign Open Marknadsföring → Kampanjer → Ny Kampanj and select the segment or Taggar as the audience. Check contact details, consent choices and cost before sending.