Customer categorization

Customer categorization for efficient management

The customer categorization function in Billbee allows you to divide your customers into different categories and manage them in a targeted manner. This feature helps you to keep a better overview of your customers and to respond individually to their needs.

Tag automates orders to identify customers faster

With tags, Billbee offers you a practical way to automatically organize and categorize your orders. Tags are like labels that you can assign to specific orders to make them easier to find and manage in a targeted manner later.

By adding tags using automation rules, you can add information or characteristics to orders that go beyond traditional data fields. For example, you can use tags to mark orders according to specific criteria, such as “regular customers,” influencer orders, or “VIP customer.” This allows you to filter your orders faster and sort them by relevant tags to keep a better overview. Tags also provide a flexible and customizable way to organize your data. You can create tags as needed and name them individually. This allows you to adapt them to your specific business requirements and improve the visibility of your orders.

The use of tags also allows you to carry out targeted actions, for example. For example, you can select all orders with the tag “discount promotion” and automatically send these customers a special discount code using email automation. With tags, you can effectively create personalized marketing campaigns and target specific customer groups.

Tags also provide a flexible and customizable way to organize your data. You can create tags as needed and name them individually. This allows you to adapt them to your specific business requirements and improve the visibility of your orders and customer data.

Present prices for different customers using price groups

With price groups, you can set different prices for different customer groups. Whether you need special prices for regular customers, B2B retailers or the regular price, with Billbee's “Price Groups” feature, you can easily implement these distinctions. By assigning price groups to your customer records, they can be used when creating manual orders.

This feature not only gives you flexibility in pricing, but also allows you to efficiently manage your customer groups. You can organize your customers accordingly and easily understand what price benefits apply to the customer data set, if any. With Billbee's price group function, you can specifically address the needs of your various customer groups and adjust prices accordingly. This strengthens customer loyalty and helps you implement an individual pricing strategy.

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Videos about the feature on YouTube

Customer overview
customer management

Handbook

Mark regular customers with a tag
Color open multiple orders from the same customers
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