{"id":1757,"date":"2026-04-09T16:37:56","date_gmt":"2026-04-10T00:37:56","guid":{"rendered":"https:\/\/softcube-canada.com\/customer-tags-targeted-marketing\/"},"modified":"2026-04-09T16:37:56","modified_gmt":"2026-04-10T00:37:56","slug":"customer-tags-targeted-marketing","status":"publish","type":"post","link":"https:\/\/softcube-canada.com\/en_ca\/customer-tags-targeted-marketing\/","title":{"rendered":"Customer Tags and Targeted Marketing for Ontario Businesses"},"content":{"rendered":"\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1280\" height=\"720\" src=\"https:\/\/softcube-canada.com\/wp-content\/uploads\/2026\/10\/customer-tags-targeted-marketing-cover-en.jpg\" alt=\"Customer tags and targeted marketing in a CRM system\" class=\"wp-image-1686\" srcset=\"https:\/\/softcube-canada.com\/wp-content\/uploads\/2026\/10\/customer-tags-targeted-marketing-cover-en.jpg 1280w, https:\/\/softcube-canada.com\/wp-content\/uploads\/2026\/10\/customer-tags-targeted-marketing-cover-en-768x432.jpg 768w, https:\/\/softcube-canada.com\/wp-content\/uploads\/2026\/10\/customer-tags-targeted-marketing-cover-en-18x10.jpg 18w\" sizes=\"auto, (max-width: 1280px) 100vw, 1280px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Welcome to Part 2 of our series on the <strong>4 most valuable CRM features<\/strong>. After collecting client feedback, the next step is understanding who your clients are, and that is where customer tags and targeted marketing come in.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">What Are Customer Tags and Why Do They Matter?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Customer tags<\/strong> are labels you attach to each client to group them and understand their spending habits, preferences and behaviour. With tags in place, you can run targeted marketing campaigns for different client groups.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Many small business owners run promotions the same way: they send one message to every client and assume the job is done. But this kind of blanket marketing usually performs poorly:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Clients who are interested in the product may feel the message says too little<\/li>\n\n\n\n<li>Clients who are not interested see it as a nuisance<\/li>\n\n\n\n<li>Open rates keep dropping<\/li>\n\n\n\n<li>Some clients may even block your WhatsApp number<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Once you learn to use customer tags, you can avoid these problems and do real targeted marketing.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">The Main Types of Customer Tags<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Spending Behaviour Tags<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">These tags are based on how clients spend:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>High spender:<\/strong> over CA$250 per visit<\/li>\n\n\n\n<li><strong>Mid spender:<\/strong> CA$100 to CA$250 per visit<\/li>\n\n\n\n<li><strong>Low spender:<\/strong> under CA$100 per visit<\/li>\n\n\n\n<li><strong>Regular:<\/strong> visits more than 3 times a month<\/li>\n\n\n\n<li><strong>Occasional:<\/strong> visits less than once a month<\/li>\n\n\n\n<li><strong>Dormant member:<\/strong> no purchase in over 90 days<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Preference Tags<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">These tags show what each client likes to buy:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Beauty lover:<\/strong> often books facials and treatments<\/li>\n\n\n\n<li><strong>Hair loyalist:<\/strong> comes in regularly for cuts and colour<\/li>\n\n\n\n<li><strong>Price-sensitive:<\/strong> often asks about deals<\/li>\n\n\n\n<li><strong>Product buyer:<\/strong> often buys hair care and skin care products<\/li>\n\n\n\n<li><strong>Service lover:<\/strong> prefers one-on-one service<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Client Profile Tags<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">These tags describe the client personally:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Gender:<\/strong> female or male<\/li>\n\n\n\n<li><strong>Age group:<\/strong> 25 to 35, 35 to 45<\/li>\n\n\n\n<li><strong>Area:<\/strong> Downtown Toronto, Markham, Mississauga<\/li>\n\n\n\n<li><strong>Occupation:<\/strong> office worker, homemaker, student<\/li>\n\n\n\n<li><strong>Skin or hair type:<\/strong> sensitive, dry, oily<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Custom Tags<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">On top of the system tags, your staff can manually add custom tags to clients:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Special needs:<\/strong> for example, pregnant or postnatal<\/li>\n\n\n\n<li><strong>Service preferences:<\/strong> for example, prefers a particular staff member<\/li>\n\n\n\n<li><strong>Habits:<\/strong> for example, likes to visit on Saturdays<\/li>\n\n\n\n<li><strong>Health notes:<\/strong> for example, prone to allergies<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"640\" height=\"427\" src=\"https:\/\/softcube-canada.com\/wp-content\/uploads\/2026\/10\/customer-tags-targeted-marketing-1.jpg\" alt=\"Member list filtered by customer tags\" class=\"wp-image-1685\" srcset=\"https:\/\/softcube-canada.com\/wp-content\/uploads\/2026\/10\/customer-tags-targeted-marketing-1.jpg 640w, https:\/\/softcube-canada.com\/wp-content\/uploads\/2026\/10\/customer-tags-targeted-marketing-1-18x12.jpg 18w\" sizes=\"auto, (max-width: 640px) 100vw, 640px\" \/><\/figure>\n\n\n\n<h2 class=\"wp-block-heading\">Targeted Marketing in Practice<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Use Case 1: Birthday Offers<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Blanket approach:<\/strong> send the same \u201cHappy Birthday! CA$20 coupon\u201d message to every member<\/li>\n\n\n\n<li><strong>Targeted approach:<\/strong> filter members with upcoming birthdays and send different offers to different age groups<\/li>\n\n\n\n<li><strong>Results:<\/strong> 3x higher open rate and 2x higher redemption rate<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Use Case 2: Winning Back Dormant Members<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Blanket approach:<\/strong> send a \u201cWe miss you\u201d message to every member<\/li>\n\n\n\n<li><strong>Targeted approach:<\/strong> filter dormant members with no purchase in 90 days and send each one an offer that matches what they bought before<\/li>\n\n\n\n<li><strong>Results:<\/strong> win-back rate up 40%, and 3x more effective than blanket messages<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Use Case 3: Promoting a New Service<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Blanket approach:<\/strong> send a Botox treatment promotion to every member<\/li>\n\n\n\n<li><strong>Targeted approach:<\/strong> filter high spenders who love beauty treatments and have had facials but never Botox, then send the promotion only to them<\/li>\n\n\n\n<li><strong>Results:<\/strong> 5x higher conversion rate, without bothering clients the offer doesn\u2019t suit<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\">The Numbers: Targeted vs. Blanket Marketing<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Based on our client data, the gap between targeted and blanket marketing can be huge:<\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Blanket Promotion<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Messages sent:<\/strong> 1,000<\/li>\n\n\n\n<li><strong>Open rate:<\/strong> 15%<\/li>\n\n\n\n<li><strong>Conversion rate:<\/strong> 1%<\/li>\n\n\n\n<li><strong>Total revenue:<\/strong> CA$200<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">Targeted Promotion<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>Messages sent:<\/strong> 200<\/li>\n\n\n\n<li><strong>Open rate:<\/strong> 45%<\/li>\n\n\n\n<li><strong>Conversion rate:<\/strong> 8%<\/li>\n\n\n\n<li><strong>Total revenue:<\/strong> CA$3,200<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\">The Bottom Line<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Targeted marketing converts 8 times better than blanket marketing. Even when you message 5 times fewer people, revenue can be 16 times higher.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">The 4 Most Valuable CRM Features: Full Series<\/h2>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Part 1: <a href=\"https:\/\/softcube-canada.com\/en_ca\/service-survey-rating-system\/\">Service Survey and Rating System<\/a><\/li>\n\n\n\n<li>Part 2: Customer Tags and Targeted Marketing (you are here)<\/li>\n\n\n\n<li>Part 3: <a href=\"https:\/\/softcube-canada.com\/en_ca\/customer-churn-report-retain-clients\/\">Customer Churn Report<\/a><\/li>\n\n\n\n<li>Part 4: <a href=\"https:\/\/softcube-canada.com\/en_ca\/customer-follow-up-list-salon-clinic\/\">Customer Follow-Up List<\/a><\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Ready to put customer tags and targeted marketing to work? Explore our <a href=\"https:\/\/softcube-canada.com\/en_ca\/beauty-salons-spas-system\/\">beauty salon management system<\/a>, <a href=\"https:\/\/softcube-canada.com\/en_ca\/salon-barber-shop-system\/\">hair salon and barber shop system<\/a> and <a href=\"https:\/\/softcube-canada.com\/en_ca\/mepos-retail-pos\/\">retail POS system<\/a>, or <a href=\"https:\/\/softcube-canada.com\/en_ca\/contact-us\/\">contact us<\/a> to speak with our Toronto team.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Part 2 of our 4 Most Valuable CRM Features series: use customer tags to send the right offer to the right clients instead of blasting the same message to everyone.<\/p>\n","protected":false},"author":1,"featured_media":1686,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[8],"tags":[],"class_list":["post-1757","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-blog"],"_links":{"self":[{"href":"https:\/\/softcube-canada.com\/en_ca\/wp-json\/wp\/v2\/posts\/1757","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/softcube-canada.com\/en_ca\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/softcube-canada.com\/en_ca\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/softcube-canada.com\/en_ca\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/softcube-canada.com\/en_ca\/wp-json\/wp\/v2\/comments?post=1757"}],"version-history":[{"count":0,"href":"https:\/\/softcube-canada.com\/en_ca\/wp-json\/wp\/v2\/posts\/1757\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/softcube-canada.com\/en_ca\/wp-json\/wp\/v2\/media\/1686"}],"wp:attachment":[{"href":"https:\/\/softcube-canada.com\/en_ca\/wp-json\/wp\/v2\/media?parent=1757"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/softcube-canada.com\/en_ca\/wp-json\/wp\/v2\/categories?post=1757"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/softcube-canada.com\/en_ca\/wp-json\/wp\/v2\/tags?post=1757"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}