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[HQ Account Syncing] Customer Tags

Create HQ customer tags that sync to every child account

Written by Luna

Tags are a great way to identify and categorize contacts. They're especially helpful when you need to group a specific segment of contacts based on data not captured in Xplor Growth and/or your booking software.

To track a particular tag across the franchise, create it at the HQ level and sync it to franchisee or child accounts.

1. Log in to your HQ account.

2. Navigate to the gear icon in the top-right > click Assets.

3. Navigate to the Tags tab.

4. Click Create a New Tag.

5. Name the tag.

6. Below the tag name, select Copy this tag to all Franchisees Accounts > click Create.

This tag will now exist in all Franchisee/child accounts and can be used in campaigns and segments.

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