# Group customers with tags

> Tag customers, such as VIP or Wholesale, to find them fast, email them as a group, give them their own discount, or show them prices without tax. Tag one customer at a time or hundreds at once, and tidy tags up under Customers > Tags.

Help Centre / Orders and customers - Updated 29 October 2026

Tags are labels you put on customers, such as `VIP`, `Wholesale` or `Local pickup`. They're your customer groups: a tag lets you find those people in a click, and you can point a discount, an email campaign or tax-free prices at everyone who has it.

Shoprocket groups customers with tags only. There are no saved segments; to reach people by what they bought or how much they spent, use the filters in an email campaign's audience instead (see below).

Tags work on every plan.

## Tag a customer

1. Go to **Customers** and open the customer, then click **Edit**. Or start a new one with **Add Customer**.
2. Under **Tags**, type a tag and press Enter. Tags your store already uses are suggested as you type, so `VIP` doesn't end up next to `vip`.
3. Click **Save customer**.

A tag you type that doesn't exist yet is created for the store. To take one off, click the **×** on it and save.

Tags can also come in from a file: see [Import customers](https://v3.shoprocket.io/help/import-customers.md).

## Tag many customers at once

1. In **Customers**, tick the customers you want. To include everyone matching your search and filters, click **Select all** in the bar that appears.
2. Click **Add tag**.
3. Pick a tag, or type a new one to create it, and click **Add tag**.

**Remove tag** works the same way, with a tag your store already uses. Customers who don't have the tag are left as they are.

![The Add a tag to 3 customers dialog with VIP typed in as the tag, and the Add tag button](https://v3.shoprocket.io/img/help/customer-tags-and-segments/bulk-add-tag.webp)

## Find customers by tag

- In **Customers**, use the **Tag** filter. It lists each tag with how many customers have it.
- Click a tag on any row of the list, or on a customer's page, to see everyone who has it.

## Tidy up your tags

Go to **Customers** and click **Tags**. **Customer tags** lists every tag your store uses and how many customers have it. Click the count to see those customers. A tag nobody has says **Not used**.

![Customer tags: each tag with its customer count, VIP used by the VIP free shipping discount, and the What tags do panel](https://v3.shoprocket.io/img/help/customer-tags-and-segments/tags-page.webp)

- **Add a tag**: type it in **New tag** and click **Add**.
- **Rename**: click the pencil, type the new name and click the tick.
- **Merge**: rename a tag to the name of another one, for example `vip` to `VIP`. Before you save, the page tells you how many customers will move across. Everyone ends up on the one tag, and the old one is deleted.
- **Delete**: click the bin. The tag comes off every customer; the customers themselves stay.

## Use tags elsewhere

Each place that uses a tag is listed under it on **Customer tags** as **Used by**.

### A discount for one group

When you create or edit a discount in **Discounts**, set **Who can use it** to **Customers with tags** and choose one or more tags under **Customers with any of these tags**.

Only signed-in shoppers qualify, so a guest can't get a trade discount by typing a trade customer's email at checkout. Make sure the group knows to sign in first: see [Let customers sign in to see their orders](https://v3.shoprocket.io/help/customer-accounts.md).

### Prices without tax for one group

For trade buyers who think in prices before tax. In **Settings > Taxes**, with tax collection on, set **Price display** to **Shopper chooses - an inc/ex tax switch**. Then add tags under **Show prices without tax by default to customers tagged**.

It applies once the customer signs in. They can still switch, and their own choice wins. It only changes how prices are shown: what checkout charges stays the same.

### An email campaign to one group

With the **Email marketing** app (Growth plan and above), a campaign's audience can be narrowed by **Tags**, to people with any of the tags you pick. Only customers who agreed to marketing email are ever included.

### Deleting a tag a rule uses

When a tag is used by a discount or by your tax settings, deleting it asks first and says how many rules use it. Deleting takes the tag off those rules too. A discount that was limited only to that tag is switched off rather than opening up to everyone, and those customers stop seeing prices without tax by default.

## Related

- [Manage your customers](https://v3.shoprocket.io/help/customers.md)
- [Let customers sign in to see their orders](https://v3.shoprocket.io/help/customer-accounts.md)
- [Import customers](https://v3.shoprocket.io/help/import-customers.md)
- [Wholesale and B2B pricing](https://v3.shoprocket.io/help/wholesale-and-b2b-pricing.md)

[Open Customer tags in your dashboard](https://app-v3.shoprocket.io/go/customers/tags)

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- HTML version: https://v3.shoprocket.io/help/customer-tags-and-segments
- Language: English (en)
- Also in: [العربية](https://v3.shoprocket.io/ar/help/customer-tags-and-segments.md), [Deutsch](https://v3.shoprocket.io/de/hilfe/kunden-mit-tags-gruppieren.md), [Ελληνικά](https://v3.shoprocket.io/el/help/customer-tags-and-segments.md), [Español](https://v3.shoprocket.io/es/ayuda/agrupa-clientes-con-etiquetas.md), [Français](https://v3.shoprocket.io/fr/aide/regrouper-les-clients-avec-des-tags.md), [עברית](https://v3.shoprocket.io/he/help/customer-tags-and-segments.md), [हिन्दी](https://v3.shoprocket.io/hi/help/customer-tags-and-segments.md), [Bahasa Indonesia](https://v3.shoprocket.io/id/bantuan/kelompokkan-pelanggan-dengan-tag.md), [Italiano](https://v3.shoprocket.io/it/aiuto/raggruppare-i-clienti-con-i-tag.md), [日本語](https://v3.shoprocket.io/ja/help/customer-tags-and-segments.md), [Lietuvių](https://v3.shoprocket.io/lt/pagalba/grupuokite-klientus-pagal-zymas.md), [Norsk](https://v3.shoprocket.io/nb/hjelp/grupper-kunder-med-etiketter.md), [Nederlands](https://v3.shoprocket.io/nl/hulp/klanten-groeperen-met-tags.md), [Polski](https://v3.shoprocket.io/pl/pomoc/grupuj-klientow-za-pomoca-tagow.md), [Português](https://v3.shoprocket.io/pt/ajuda/agrupar-clientes-com-tags.md), [Română](https://v3.shoprocket.io/ro/ajutor/grupeaza-clientii-cu-etichete.md), [Русский](https://v3.shoprocket.io/ru/help/customer-tags-and-segments.md), [ไทย](https://v3.shoprocket.io/th/help/customer-tags-and-segments.md), [Türkçe](https://v3.shoprocket.io/tr/yardim/musterileri-etiketlerle-gruplayin.md), [中文](https://v3.shoprocket.io/zh/help/customer-tags-and-segments.md)
