Tags – Categorize Your Guests

Tags are Vendion's most important categorization tool for guests. They answer the question "who is this guest?" in a way that can be used in segments, campaigns, and automations. Think of tags as labels you put on a guest — "VIP", "Wine lover", "Corporate", "Gluten allergy" — that you can then filter on.

Two kinds of tags

Both types can be used in segments, campaigns, and automations the same way.

Manage tags

• Go to Marketing → Guests → Tags
• You'll see all existing tags, their color, icon, and how many guests have each tag

Create a manual tag

1. Click Add tag in the top right
2. Enter a name — try to be specific: "Wine lover" beats "Food"
3. Pick an icon (emoji) — 💎 for VIP, 🍷 for Wine lover, 🏢 for Corporate
4. Pick a color — used as a badge in the guest profile and lists
5. Save

Tag colors — use them strategically

Colors are visual shortcuts. We recommend a color logic:

• Red (#E74C3C) — warnings and allergies: "Nut allergy", "Gluten intolerant"
• Gold (#C5A059) or purple (#9B59B6) — exclusivity: "VIP", "Premium"
• Green (#2ECC71) — positive traits: "Regular", "Loyal"
• Blue (#3498DB) — fact/category: "Corporate", "Wine lover"
• Orange (#F39C12) — attention: "Birthday", "Event guest"

When staff open a profile, they should be able to decode the colors in 1 second. Don't use gold for everything — it loses meaning.

Assign a tag — two ways

1. In the guest profile (one guest at a time):

• Open Marketing → Guests → [choose guest]
• Scroll to the Tags section
• Click + and pick tags from the list
• System saves instantly — no separate save button

2. Bulk tagging (many guests at once):

• Go to Marketing → Guests
• Use search filters first (e.g. "Total spend ≥ 3000 SEK")
• Select multiple guests with the checkboxes
• Click Tag in the toolbar
• Choose tags to add or remove
• Confirm

Auto-tags — the system computes them

Every night, the system evaluates whether each guest should gain or lose an auto-tag. The 9 preset rules:

Auto-tags show in the guest profile but can't be edited manually — the system recalculates them nightly based on visit and spending data. If a guest crosses 5 visits during the day, "Regular" appears first thing the next morning.

You can create your own auto-tags via Marketing → Guests → Tags → Create auto-tag. The rule is entered in the form (e.g. "avg spend ≥ 1,200 SEK" for "Super spender").

Tags in segments and campaigns

This is where tags become powerful:

• Segment filter: "Has tag: VIP" + "Has tag: Wine lover" = target group for new wine list campaign
• Campaign filter: When creating a campaign, add extra tag filters on top of the segment
• Automations: "Trigger: tag added = VIP" → automatic welcome package

Best practices

1. Fewer tags is better — 10 well-used tags beat 50 half-full ones. Clean up regularly (remove tags with < 5 guests).
2. Be specific — "Wine lover" > "Food". "Nut allergy" > "Allergy".
3. Don't double up — don't use both "Regular" (manual) and "Regular" (auto). Pick one.
4. Allergies as tags — used as warnings at the till and by waiters via Waiter Intel.
5. Clean up outdated tags — if you have a "Black Week 2024" tag, remove it when the campaign is over.
6. Name consistently — "VIP" or "Vip"? Pick one and stick to it. The system is case-sensitive on create but matches case-insensitively.

Common tagging mistakes

• Too many similar tags ("Good customer", "Nice guest", "Returning") → pick one
• Forgetting to remove test tags → clutters the list
• Creating a tag instead of a segment ("Spend > 5000") → auto-tag or segment is the right tool
• Using tags as status updates ("Called yesterday") → that belongs in notes, not a tag