🧠 Understanding Tags & Segments in Loyalist

Effectively targeting your guests starts with organizing them smartly. Loyalist gives you three powerful tools:

βœ… Loyalist Tags

βœ… Segments

βœ… Reservation System Tags (Resy, OpenTable, etc.)


πŸ§ͺ Feature Overview

Feature Loyalist Tag Loyalist Segment Reservation System Tag
Appears on guest profile βœ… ❌ βœ…
Can be auto-updated by guest behavior βœ… βœ… if Loyalist tag is synced
Used for marketing filters βœ… βœ… ❌
Seen by FOH ❌ (unless synced) ❌ βœ…
Best for… Personalizing service, internal context Campaigns & filters FOH visibility

πŸ”– Loyalist Tags

What they are: Labels attached to guest profiles in Loyalist. They help you track key info like VIP status, preferences, or behaviors.

Where they live:

➑️ On guest profiles only

➑️ Not automatically visible to your FOH unless synced to your reservation system

Automation:

βœ”οΈ Can be automatically applied based on visit history, spend, etc.

βœ”οΈ Can also be manually added or edited by your team