Tag management

Tag Management

Article Content: Step By Step Instructions On How To Create Your Own Tags For guests Such As “Men’s League,” “New Golfer,” Or “Burger Lovers”, And Use Them To Build Lists In Campaign Monitor. Once A Tag Is Added To A guest In Jonas Synergy, That Person Will Automatically Be Included In A Synced List For Email Campaigns.

Step-By-Step: 

Step 1: Ensure that this settings is toggled in Permissions. - Settings > Mange Roles > Edit Permissions (under Action) > Settings > Toggle on Tag Management.



Step 2: Creating the Tag: First, navigate to Settings, and click on Tag Management. Then, click on Add Tag.



Step 3: In the pop-up, you will be able to create the name for the tag, choose if the tag is public or for internal purposes, as well as the color options. Once the information has been entered, click Save.

Step 4: Assigning Tags to guests: Open a guests profile, locate the Tag box, and select the desired Tags.



 

Tags allow operators to segment guests based on interests or behaviors and then market to those groups more effectively. Unlike classes (which control pricing and access), tags are designed for marketing and communication.

 

Tags are not a replacement for classes (yet). Use classes for billing and operational controls. Tags are for grouping and messaging. For example, if someone joins a “Wine Club” that meets every other Wednesday, tag them so they can be targeted in future promotions or newsletters.

 

    • Related Articles

    • Voucher Management Access

      Article Contents: This article contains step by step instructions for enabling or disabling user role access to voucher management in the system. Step-By-Step: Step 1: Navigate to "Settings," and then select "Manage Roles." Click on the Action button ...

    • SETTINGS: TAX MANAGEMENT OVERVIEW

      Article Contents: This article contains information on the tax management settings. Step by Step Step 1: Click on the Gear Wheel icon on the top right corner of the screen. Then click on the Tax Management button from the left menu. Step 2: Adding ...

    • Rack Rate Management

      This article provides step-by-step instructions on how to set up Rack Rates. These are rates that are typically used for guests (public rate). - For members, utilize Class Rate Management. Step-By-Step: Step 1: Click on the Gear Wheel Icon on the top ...

    • Class Rate Management

      Article Content: This article provides step-by-step instructions on how to set up Class Rates. Step-By-Step These are rates that are typically used for members. - For public rates, utilize Rack Rate Management. Step 1: Click on the Gear Wheel Icon on ...

    • SETTINGS: CLASS MANAGEMENT

      Article Contents: This is a step-by-step guide on how to create a new class or edit an existing class. Step-By-Step: Step 1: Click on the Gear Wheel icon on the top-right corner of the screen. Then click on Class Management from the left-side menu. ...