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Tagger (Bulk Customer Tagging) Documentation

Menu Location: Customers > Tools > Tagger

Access Level: Manager and above

Last Updated: 2026-03-01

Overview

The Tagger tool allows you to add or remove tags from multiple customers simultaneously using CSV file upload. This is essential for customer segmentation, campaign targeting, and bulk customer organization without manually tagging each customer individually.

Primary Functions:

  • Bulk tag customers via CSV upload
  • Remove tags from multiple customers
  • Segment customers for campaigns
  • Organize customer groups efficiently
  • Track promotional participants
  • Support data-driven marketing

Page Layout

Header Section

  • Page Title: "Tagger - Bulk Customer Tagging"
  • Download Template Link: Sample CSV format
  • Upload Section: Choose CSV file
  • Action Selector: Add tags or Remove tags

Instructions Panel

  • CSV Format Requirements: Column specifications
  • Example Data: Sample rows
  • Common Use Cases: Quick tips

Upload Section

  • Choose File Button: Select CSV from computer
  • Preview: First 10 rows after selection
  • Validation Messages: Errors or warnings
  • Process Button: Execute tagging operation

Results Section (after processing)

  • Success Count: Customers successfully tagged
  • Error Count: Failed operations
  • Error Details: Specific issues
  • Download Results: Export success/error log

CSV File Format

Required Columns

For Adding Tags:

  • customer_id - Customer ID number (or email if ID not available)
  • tag - Tag name to add

Example CSV: 

customer_id,tag
12345,Promo-Spring2026
12346,Promo-Spring2026
12347,VIP-Customer
12348,Promo-Spring2026

For Removing Tags:

  • customer_id - Customer ID number
  • tag - Tag name to remove
  • action - "remove" (to indicate removal)

Example CSV: 

customer_id,tag,action
12345,Promo-Spring2025,remove
12346,Promo-Spring2025,remove

Format Rules

  1. First row must be headers (customer_id, tag, action)
  2. One row per customer-tag combination
  3. Customer can have multiple rows (for multiple tags)
  4. Use comma separators
  5. No blank rows in data
  6. Save as .csv format
  7. UTF-8 encoding recommended

Creating Your CSV File

Method 1: Download Template

Steps:

  1. Click "Download CSV Template" link
  2. Template opens in Excel/Sheets
  3. Fill in customer IDs and tag names
  4. Save as CSV format
  5. Upload to Tagger

Template Includes:

  • Correct headers
  • Example rows
  • Notes on format

Method 2: Export from Customer Filter

Steps:

  1. Go to Customers page
  2. Apply filters to target segment (e.g., "Active" + "Route 5")
  3. Export customer list
  4. Open in Excel
  5. Add "tag" column
  6. Fill in tag name for all rows (e.g., "Route5-Active")
  7. Remove unnecessary columns (keep customer_id, tag)
  8. Save as CSV

Result: Targeted segment ready to tag

Method 3: Manual Creation

Steps:

  1. Open Excel or Google Sheets
  2. Create headers: customer_id, tag
  3. Add customer IDs in first column
  4. Add tag names in second column
  5. Save as CSV format

Finding Customer IDs

Method 1: Export Customer List

Steps:

  1. Go to Customers page
  2. Apply desired filters
  3. Export customer list
  4. CSV includes customer_id column
  5. Use these IDs in Tagger CSV

Method 2: Individual Customer Lookup

Steps:

  1. Go to Customers page
  2. Search for customer
  3. Click customer name
  4. Customer ID in header (e.g., "Customer #12345")
  5. Record ID for CSV

Using Email Instead of ID

Some systems support:

  • Using email address instead of customer_id
  • System auto-matches email to customer ID
  • Include "email" column instead of "customer_id"
  • Check system documentation for support

Upload and Processing

Upload CSV File

Steps:

  1. Prepare CSV file (following format requirements)
  2. Click "Choose File" button
  3. Select CSV from computer
  4. File uploads, preview appears
  5. Review first 10 rows for accuracy
  6. Check validation messages

Validation Checks

System validates:

  • Valid CSV format - Proper structure
  • Required columns present - customer_id and tag
  • Valid customer IDs - Customers exist in database
  • Tag format - Alphanumeric, hyphens, underscores only
  • Duplicate entries - Warns if same customer-tag combo appears twice
  • Row count - Confirms total rows to process

Common Validation Errors:

  • "Customer ID not found: 99999" - Customer doesn't exist
  • "Invalid tag format: @#$%" - Special characters not allowed
  • "Missing required column: tag" - CSV missing tag column
  • "Duplicate entry: 12345, Promo-Spring2026" - Same combo twice

Select Action

Add Tags (default):

  • Adds specified tags to customers
  • If customer already has tag, no duplicate created
  • Idempotent operation (safe to re-run)

Remove Tags:

  • Removes specified tags from customers
  • If customer doesn't have tag, no error
  • Safe to remove non-existent tags

Process Upload

Steps:

  1. Review validation results
  2. Fix any errors in CSV if needed
  3. Select action: Add Tags or Remove Tags
  4. Click "Process Upload" button
  5. System processes each row
  6. Progress indicator shows completion
  7. Results summary displays

Processing Time:

  • Small files (<100 rows): 5-15 seconds
  • Medium files (100-500 rows): 15-45 seconds
  • Large files (500-1000 rows): 1-2 minutes

Understanding Results

Success Summary

After processing:

  • Total Rows Processed: Number of rows in CSV
  • Successful Tags: Customer-tag pairs processed successfully
  • Errors: Rows that failed with reasons
  • Download Results: Export detailed success/error log

Common Success Messages

  • "Successfully added tag 'Promo-Spring2026' to customer #12345"
  • "150 customers tagged with 'VIP-Customer'"
  • "All rows processed successfully"

Common Error Messages

"Customer ID not found: 99999"

  • Customer doesn't exist in system
  • Check customer ID is accurate
  • Customer may have been deleted

"Invalid tag name: Customer@123"

  • Tag contains invalid characters
  • Use only letters, numbers, hyphens, underscores
  • Example: "Customer-123" instead of "Customer@123"

"Tag already exists on customer 12345"

  • Informational message (not really an error)
  • Customer already has this tag
  • No duplicate created

"CSV format error: Row 15"

  • Malformed CSV on specific row
  • Check for missing commas, extra columns
  • Verify row 15 in CSV file

Common Use Cases

Use Case 1: Tag Promotional Campaign Participants

Goal: Tag all customers who received spring promotion email

Steps:

  1. Marketing team sends "Spring Sale 2026" email to segment
  2. Export email recipient list (customer IDs)
  3. Open in Excel
  4. Add "tag" column with value "Promo-Spring2026-Recipient"
  5. Save as CSV
  6. Upload to Tagger with "Add Tags" action
  7. Process upload
  8. All recipients now tagged

Later:

  • Filter customers by tag to see who converted
  • Compare conversion rate: tagged vs. non-tagged
  • Measure campaign ROI

Result: Campaign participants clearly identified for analysis

Use Case 2: Segment VIP Customers

Goal: Create VIP customer segment for special perks

Steps:

  1. Define VIP criteria: Lifetime value > $500, 10+ orders, Active
  2. Go to Customers page
  3. Apply filters: Lifetime Value > $500, Orders > 10, Status: Active
  4. Export filtered customer list
  5. Add "tag" column: "VIP-Customer"
  6. Upload to Tagger
  7. Process
  8. All VIP customers now tagged

Use VIP Tag For:

  • Exclusive promotions
  • Early access to new products
  • Personal account manager
  • Special discount tier
  • Appreciation gifts

Result: VIP segment identified and manageable

Use Case 3: Route-Based Organization

Goal: Tag customers by delivery route for targeted communication

Steps:

  1. Filter customers by Route 1
  2. Export customer list
  3. Add tag: "Route-1"
  4. Upload and process
  5. Repeat for Routes 2, 3, 4, etc.

Use Route Tags For:

  • Route-specific delivery updates
  • Regional product offerings
  • Route closure notifications
  • Local partnership promotions

Result: Route-based communication targeting

Use Case 4: Remove Expired Campaign Tags

Goal: Clean up tags from completed promotional campaign

Steps:

  1. Identify expired campaign: "Promo-Summer2025"
  2. Export customers with this tag
  3. Create CSV with customer_id, tag columns
  4. Add "action" column with value "remove"
  5. Upload to Tagger
  6. Select "Remove Tags" action
  7. Process
  8. Tag removed from all customers

Result: Clean tag list, easier filtering

Use Case 5: Multi-Tag Assignment

Goal: Assign multiple tags to same customer group

Steps:

  1. Export target customer list (e.g., New York subscribers)
  2. Create CSV with multiple rows per customer:
    • Customer 12345, Tag: "Location-NewYork"
    • Customer 12345, Tag: "State-NY"
    • Customer 12345, Tag: "Region-Northeast"
  3. Upload CSV
  4. Process
  5. Each customer receives all three tags

Result: Hierarchical tagging for flexible filtering

Troubleshooting

CSV File Won't Upload

Symptoms:

  • Upload fails
  • "Invalid file format" error
  • File selection doesn't work

Solutions:

  1. Ensure file saved as .csv (not .xlsx or .xls)
  2. Check file size (must be under 5MB)
  3. Open in text editor to verify true CSV format
  4. Re-save as CSV with UTF-8 encoding
  5. Try different browser

Validation Errors

Symptoms:

  • Multiple rows flagged as errors
  • "Missing required column"
  • Customer ID errors

Check:

  1. Headers spelled correctly: customer_id, tag (case matters)
  2. No blank rows in data
  3. First row is headers, data starts row 2
  4. All customer IDs are valid numbers

Solutions:

  1. Fix headers (exact match required)
  2. Remove blank rows
  3. Verify customer IDs exist
  4. Re-upload corrected file

Some Customers Not Tagged

Symptoms:

  • Partial success
  • Some customers missing tag
  • Error details show customer not found

Check:

  1. Do customer IDs exist in system?
  2. Were customers deleted between export and upload?
  3. Are customer IDs numeric (no letters)?

Solutions:

  1. Verify customer IDs in Customers page
  2. Remove rows for deleted customers
  3. Correct malformed customer IDs
  4. Re-upload CSV with only valid IDs

Tags Not Appearing on Customers

Symptoms:

  • Upload shows success
  • But tags don't show in Customer Detail

Check:

  1. Did you select correct action (Add vs. Remove)?
  2. Are you looking at correct customers?
  3. Cache issue?

Solutions:

  1. Verify action selected
  2. Search for tagged customer, check tags section
  3. Refresh browser (Ctrl+F5)
  4. Re-run upload if needed
  • Customers - View and filter by tags
  • Customer Detail - View tags on individual customers
  • Email Campaigns - Target by tags
  • Reports - Filter reports by customer tags

Typical Workflow:

  1. Identify customer segment (filters or criteria)
  2. Export customer list
  3. Prepare CSV with tag
  4. Upload to Tagger
  5. Filter/report on tagged customers

Permissions & Access

Required Access Level: Manager or higher

Access Level Capabilities:

  • Manager: Can bulk tag customers
  • Administrator: All Manager capabilities + create new tag types
  • Kiva Admin: All features + troubleshoot failed uploads

Restricted Features:

  • Customer Service cannot access Tagger
  • Only Manager and above can bulk tag

Best Practices

Tag Naming Conventions

  1. Use consistent format - e.g., "Category-Descriptor"
  2. Date promotional tags - e.g., "Promo-Spring2026"
  3. Descriptive names - Clear purpose at a glance
  4. Avoid special characters - Letters, numbers, hyphens only
  5. Document tag purposes - Maintain tag list with descriptions

Examples of Good Tag Names:

  • Promo-Spring2026-Recipient
  • VIP-HighValue
  • Location-NYC
  • Churn-Risk-High
  • Event-WebinarAttendee-Jan2026

File Preparation

  1. Always use template - Ensures correct format
  2. Test small batch first - 10-20 rows before full upload
  3. Verify customer IDs - Double-check accuracy
  4. Remove duplicates - In CSV before uploading
  5. Keep backups - Save CSV files for records

Tag Management

  1. Remove expired tags - Clean up after campaigns
  2. Audit tags quarterly - Remove unused tags
  3. Document tag strategy - What tags mean, when to use
  4. Limit tag proliferation - Don't over-tag
  5. Standardize across team - Everyone uses same tags

Things to Avoid

  • Don't upload files with thousands of rows without testing first
  • Don't tag customers with unclear or temporary tag names
  • Don't forget to remove campaign tags after campaigns end
  • Don't use personal/sensitive information in tag names
  • Don't create dozens of similar tags (consolidate)

Quick Reference Card

Task Action/Location
Download CSV template Click "Download CSV Template" link
Find customer ID Export customer list or view Customer Detail
Upload CSV file Click "Choose File", select CSV
Add tags Action: "Add Tags", click Process
Remove tags Action: "Remove Tags", click Process
Check results View Results section after processing
Fix errors Download error log, update CSV, re-upload
Tag promotional segment Filter customers, export, add promo tag
Remove expired tags CSV with action="remove", process
View tagged customers Customers page > Filter by tag

FAQs

How many customers can I tag at once?

Typically up to 10,000 rows per upload. For larger batches, split into multiple files and process sequentially.

Can I add multiple tags to one customer in one upload?

Yes, include multiple rows for the same customer with different tags. Each row adds one tag.

What happens if I upload the same tag twice?

No duplicates created. If customer already has tag, it's noted but no error occurs. Idempotent operation.

Can I use customer email instead of customer ID?

Check your system settings. Some systems support email matching. If supported, use "email" column instead of "customer_id".

How do I know if a tag already exists?

Tags are created automatically when first used. No need to pre-create tags.

Can I edit tag names after creation?

Not through Tagger. To rename tags, you'd need to: 1) Add new tag to all customers with old tag, 2) Remove old tag. Or contact administrator for database-level tag rename.

What characters are allowed in tag names?

Letters (A-Z, a-z), numbers (0-9), hyphens (-), and underscores (_). No spaces, special characters, or symbols.

Can I undo a tagging operation?

No automatic undo. To reverse, create CSV with same customers/tags and use "Remove Tags" action.

Do tags expire automatically?

No, tags are permanent until manually removed. Create process to remove expired campaign tags.

Can customers see their tags?

No, tags are admin-only. Customers do not see tags assigned to their account.

Change Log

2026-03-01

  • Initial documentation created
  • All sections completed following template structure

End of Documentation

For additional help, contact your system administrator or Kiva Logic support.