Tags and Segments are the foundation for your guest relations strategy

Tags and Segments allow you to filter your guests by personalized criteria. The right tags will help you create a effective hospitality approach before, during, and after service.

Once your tags are set up you will need to set up systems to act on the tags. Although tags can help identify guests, it is not very helpful unless there are specific actions attached to it for your FOH team or automations built on Loyalist.

Related docs:

• Difference between Tags and Segments in Loyalist
• Setting up automations in Loyalist

How to set up tags and segments

Creating a tag

1. Click New Tag.
2. Select a restaurant of group from the dropdown.
3. Enter a Tag Name.
4. (Optional) Add a Description.
5. Pick a Tag Color to help visually organize your tags.
6. (Optional) Enable the “Sync this tag to your reservation system” checkbox if you want the tag to appear in external reservation tools.
7. (Optional) Add email addresses to receive daily reports on newly tagged guests.

Choosing a tagging mode

At the top of the filter panel, select between:

• Automatic Tagging: Guests will be tagged based on filters you configure.
• Manual Tagging: Guests can be manually tagged by your team or uploaded via a list.

Selecting filter criteria