Segment and Tag Customers for Targeted Campaigns
Sending the same message to every customer is a missed opportunity. Tags let you group customers into meaningful segments — landlords, priority customers, commercial clients, those due an annual service — so you can send campaigns that are relevant to each group and use automations that fire only when they should.
Adding tags to customers
Open any customer record and click Add tag in the tags section on the right panel. Type a tag name and press Enter to create it, or select an existing tag from the dropdown. Tags are free-form — you create the taxonomy that suits your business.
A customer can have multiple tags. Common tag combinations that work well for trade businesses include:
Avoid creating near-duplicate tags like “landlord” and “Landlord” or “Annual service” and “Annual Service Due”. Trade2Base tags are case-insensitive in filters but case-sensitive in creation, so agree on naming conventions with your team early.
Filtering the customer list by tag
Go to Customers and click Filter in the top bar. Select Tag from the filter dropdown, then choose one or more tags. You can combine tag filters — for example, filter by LandlordAND Annual Service to find landlords who are due a service this year.
The filter results show the customer count so you know the size of the segment before you act on it. Save a frequently used filter as a Saved view by clicking the bookmark icon — your saved views appear in the left sidebar for one-click access.
When you select multiple tags, Trade2Base defaults to OR logic (customers with any of the selected tags). Switch to AND logic using the toggle next to the filter to find customers who have all the selected tags. AND logic is useful for highly specific segments; OR logic is better for broad campaign reach.
Sending a campaign to a tagged segment
Go to Campaigns → New campaign. In the Audiencestep, choose Customer segment and select a tag (or combination of tags) to define who receives the campaign. The estimated reach count updates as you adjust the filters.
For example: send a boiler service reminder in September only to customers tagged “Annual Service”. Send a landlord gas safety certificate reminder only to customers tagged “Landlord”. These targeted messages have far higher response rates than broadcast messages sent to your entire customer list.
Trade2Base automatically excludes customers who have opted out of marketing messages, regardless of their tags. The reach count shown in the audience step reflects opted-in customers only, so your actual send count may be lower than the total number of tagged customers.
Using segments in automations
Automations in Trade2Base can be scoped to a specific tag so they only fire for customers in that segment. Go to Settings → Automations and create or edit an automation. In the Conditions step, add a condition: Customer tag is [tag name].
Trigger: 11 months after last job completion. Condition: customer tag is 'Annual Service'. Action: send WhatsApp message with a booking link.
Trigger: new inbound enquiry received. Condition: customer tag is 'Priority Customer'. Action: send an internal notification to the team manager immediately.
Trigger: 10 months after last gas safety certificate job. Condition: customer tag is 'Landlord'. Action: send email reminder about annual Gas Safe certificate renewal.
Bulk tagging via CSV import
If you already have a customer list in a spreadsheet, you can add tags during the CSV import rather than tagging customers one by one. In your CSV file, add a column called tags. For customers with multiple tags, separate them with a pipe character: Landlord|Annual Service|Priority Customer.
Go to Customers → Import, upload your CSV, and map the tags column in the field mapping step. New tags are created automatically if they don't already exist. Existing customers matched by email address will have the new tags added without overwriting existing tags.
For existing Trade2Base customers, use the bulk edit tool: filter the customer list to a segment, select all, and choose Add tag from the bulk actions menu. This is the fastest way to tag a large number of customers who share a characteristic — for example, tagging all customers who live in a specific postcode as “Zone A” for routing purposes.
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