Customer tags & notes
Tag customers and keep private notes on their profile (a Zillo Pro feature) — a lightweight CRM built into your dashboard, on top of the customer insights every plan gets.
Customer tags & notes
Every Zillo plan already shows you who your customers are — lifetime spend, repeat rate, order history and lifecycle (new, active, VIP, lapsed). Zillo Pro adds the ability to act on that: tag customers and keep private notes, so your dashboard works like a lightweight CRM.
Where to find it
- Open Customers.
- Click a customer to open their profile.
- Use the Tags & notes card to add tags and notes.
Tags
Tags are short labels you assign to customers — for example VIP, wholesale,
allergic to nuts, or event regular. Add a tag and press Enter; remove one
with the ✕. Use them to mark and group customers however your business thinks
about them.
Notes
Notes are free-form and private to your team — the customer never sees them. Keep a record of a conversation, a preference, or anything worth remembering next time they order.
Tags and notes are visible to everyone on your team, but never to customers. They're part of Zillo Pro; the customer insights and history views stay free for everyone.
Reaching a group of customers
To actually email or text a segment of customers, connect Klaviyo — Zillo syncs your customers and their activity there, where you run the campaigns.