How do I tag customers in Marsello?

How do I tag customers in Marsello?

Organize and manage customers with tags. Manually tag individuals or groups to build custom segments.

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 upload, and use those tags to create custom segments for campaigns and automations.

Bulk tagging allows you to apply tags to multiple customer profiles simultaneously, saving time and ensuring consistency. This is particularly useful for organizing and segmenting large customer lists efficiently.

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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. Click the customer's name to open their profile.
3. 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.
4. Under Custom tags, click into the text box and enter your desired Tag Name
5. Click Save.
   The tag will appear on the customer’s profile and can be used for segmentation and automations.

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How do I tag a group of customers in Marsello?

You can bulk tag a group of customers by uploading a CSV file using Marsello’s Update existing customers feature.

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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:
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1. Open the .CSV file in a spreadsheet program (e.g., Excel, Google Sheets).

2.  Keep only the following columns:

• First Name (required)
• Last Name 
• Your chosen matching identifier — Email, Mobile, Custom/Integration ID, LoyaltyApi ID, or Marsello ExportID
• Points Balance — only include this column if you're also updating points balances in this import
  
  
  

Your final template should look like this:

3. Save your file as a .CSV file

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📝 Note:

• Only import include 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 If you're matching by mobile, every row needs a mobile number. Rows without one will fail.

💡 Tip: To save your file as a CSV, use Export or Download as CSV in your spreadsheet tool.

4. If you're also updating points balances in this import, check your Points column amounts for accuracy. If you're only adding a tag, you can skip this.

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Import your data and tag customers in Marsello

1.  In your Marsello dashboard, go to Customers > All customers. Click the Manage Customer List dropdown and select Update existing customers.

2. In the pop-up, choose which fields to update. Select Tags (and Points or VIP tier, if you're updating those in the same upload). At least one field is required.

3. Select the identifier you'll use to match customers: Email, Mobile, Custom/Integration ID, LoyaltyApi ID, or Marsello ExportID.

If you select Mobile, you'll see a reminder to format numbers correctly — include the country code, e.g. +14165550000.

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💡 Tip: If you also selected Points, choose how points should be applied

• 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.

If you're only adding a tag, skip this step.

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4. Add the custom tag you want to apply for segmenting purposes A default tag name (with the date and time of the import) is pre-filled — keep it or enter your own.

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5.  Click Upload CSV

Upload your file. You'll see an upload template showing only the fields you selected. Choose your upload method:

• Drag and drop your formatted .CSV file.
• Click the file box to browse and upload.
• Copy/paste data directly from your CSV into the upload table.

6.  Confirm the Header Row

• Ensure the first row contains your column headers (e.g., First Name, Last Name, [your identifier])

• Select the header row and click Next.

7.  Map Your Columns

• Match each CSV column to the correct Marsello field.

• Use the dropdown menus to adjust mappings if needed.

• Click Next.

8.  Verify Data

• Check that all details are in the correct fields (e.g., first names in First Name, your identifier in the matching field).

• Fix any errors in-app within the table or offline by selecting export.

Fix errors in-app

• Use the Invalid tab to quickly find issues in-app. Any row that has an error in it will appear in red. Here you will be able to click into the field with the error and make the update.

Fix errors via export

• Click export to download your data as an xlsx file. Within your downloaded file, any row that has an error in it will appear in red. You will be able to hover over the row to see a detailed description of the error. 

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💡Quick Tip: Use Excel or upload your file into Google Sheets to filter by color in each column to show invalid rows only. Click into each field with the error and make the update.

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• When your file is ready, close the previous import and upload your new file. Complete the upload and mapping steps. This will allow you to cleanly import your updated file.

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Submit update

1. Click Submit. A confirmation window shows what was uploaded and how each column was mapped. Review the details, then click Upload CSV File to start the update.

The update runs in the background and may take up to 24 hours, depending on the size of your file. When it’s finished, you’ll receive an import report by email listing any rows that failed and why.

A row fails if it doesn’t match an existing customer, or if it matches more than one customer.

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⏳ Imports may take up to 24 hours, depending on file size.

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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

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💡 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

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7.Click Preview Segment to see a sample of the customers who meet your segment conditions

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📝 Note: Only customers who have accepted marketing will populate into your custom segments.

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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.