🏷️ Tagging customers for segmenting purposes
is unlocked on the Loyalty Accelerate plan.
👾 Customer blacklisting via integration-created tags
is now in Closed Beta 👾
If you are interested in using this feature, please contact our support team.
Customer tags in Marsello make it easy to organise your audience, build targeted segments, and personalise your marketing. In this guide, you’ll learn how to add a tag to an individual customer, bulk tag multiple customers using a CSV import, and use those tags to create custom segments for campaigns and automations.
How do I tag an individual customer in Marsello?
You can tag individual customers to help organize and segment your customer list in Marsello.
1. In your Marsello admin, navigate to Customers > All Customers and search for the customer by name or email address
2. Under the details section, select the edit link. This will open a pop-up where you can manually add a tag to the customer's account.
3. Under Custom tags, click into the text box and enter your desired Tag Name
4. Click Save.
The tag will appear on the customer’s profile and can be used for segmentation and automations..
How do I tag a group of customers in Marsello?
You can bulk tag a group of customers by importing a CSV file using Marsello’s Import Points feature.
⚠️ Important: Before you get started, please note
This process:
Does not create duplicate customer accounts
Does not add points (when the Points column is set to 0)
Matches customers using a unique identifier and applies a custom tag
You will need a .CSV file containing your customer data
Each customer row must contain a First name and Email address. If these values are missing, the .CSV file cannot be imported into Marsello
A maximum of 100,000 customers can be imported at one time
Prepare your .CSV file for import
To ensure that your customer list is successfully imported into Marsello, it is important to update your CSV file format following the below steps:
1. Open the .CSV file in a spreadsheet program (e.g., Excel, Google Sheets).
2. Keep only the following columns and remove all others.
First Name (required)
*Last Name
Email Address (required)
Points Balance (required — enter
0if not applicable). If you are converting your customers points balances to a new rate add those new points balances here.Mobile
Column Name | Required? | Notes |
First Name | Yes | If missing, use a placeholder like |
Last Name | No | Optional. |
Email Address | Yes | Must be valid (no duplicates, correct format). |
Points Balance | Yes | Enter |
Mobile | No | Include country code. Leave blank if not available. |
Your final template should look like this:
3. Save your file as a .CSV file
📝 Note:
Only import valid email addresses and mobile numbers
Mobile numbers must include the country code and contain no spaces or special characters
Example: +14165550000
If you don’t have a mobile number, leave the field blank
💡 Tip: To save your file as a CSV, use Export or Download as CSV in your spreadsheet tool.
4. Check your Points column amounts for accuracy.
Import your data and tag customers in Marsello
5. In your Marsello dashboard, go to Customers > All customers. Here you will see a button called Update customer list. Click on the drop down menu to the right of this button and select Import points.
6. A pop-up will appear requiring you to select the identifier that you have for each customer, select the unique identifier that you're using to update the tag:
7. Select how you want the points to be handled:
Add imported points to customers' points balance
If you have your points column set as 0's, no points will be added.
Replace customers' current points balances with the imported points balance
If you have your points column set as 0's, all customers will have their points reset to 0.
8. Add the custom tag that you wish to include on the customer's profile and for segment purposes:
💡 Tip: Marsello automatically applies a default tag with the import date and time unless you change it.
9. Click Upload CSV
Choose Upload Method:
Drag and drop your formatted
.CSVfile.Click the file box to browse and upload.
Copy/paste data directly from your CSV into the upload table.
10. Confirm the Header Row
Ensure the first row contains your column headers (e.g.,
Firstname,Lastname,Email,Points).Select the header row and click Next.
10. Map Your Columns
Match each CSV column to the correct Marsello field.
Use the dropdown menus to adjust mappings if needed.
Click Next.
11. Review and verify the data
Check that all details are in the correct fields (e.g., first names in First Name, valid emails in Email).
Fix any errors in-app.
Use Show invalid rows to quickly find issues.
⚠️ Important: Common invalid row causes
Blank rows.
First name doesn’t start with a letter or contains symbols (#$^&).
Invalid email format.
Mobile number not starting with
+or digits (e.g.,+6127123123or027123123).File contains more than 100,000 customers (maximum limit).
Remove unwanted entries by clicking the X in the Remove column.
12. Submit Import
Click Submit.
In the popup, click Upload CSV File to start the import.
⏳ Imports may take up to 24 hours, depending on file size.
How do I use customer tags to create a custom segment?
You can use customer tags to create custom segments, making it easy to target specific customers in campaigns, automations, and messages.
1. In your Marsello admin, navigate to Customers > Segments and click Create Segment
2. Name your custom segment
3. Click the First Name drop-down to add your first segment condition
4. In the Select Condition drop-down, select Custom Tags
5. Next to the Custom Tags field, select is as the operator
6. Then, select your custom tag
💡 Optional Step: Add more conditions
Click Add Condition to add another condition to your segment.
Add as many conditions as you'd like.
Use AND / OR to control how conditions are applied:
AND requires customers to meet all conditions
OR requires customers to meet at least one condition
7. Click Preview Segment to see a sample of the customers who meet your segment conditions
📝 Note: Only customers who have accepted marketing will populate into your custom segments.
8. Click Create Segment
Your segment will then be created and added to your Segments. It will also appear as an option when choosing your audience for Email or SMS Campaigns as well as in Automated Emails/SMS messages.
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