Customer Profile
Categories
Organize customers with custom tags.
Categories let you tag and group customers beyond automatic segments — by industry, service level, region, or any classification your organization needs.
Quick Overview: Categories are manual tags you assign to customers. Use them for filtering lists and organizing customers by any criteria that matters to your business.
How Categories Work
Categories are organized by type. Each type has predefined values to choose from.
| Example Type | Example Values |
|---|---|
| Customer Type | Retail, Wholesale, Industrial |
| Industry | Automotive, Agriculture, Marine |
| Service Level | Premium, Standard, Basic |
| Region | North, South, East, West |
Your organization defines which category types exist and their available values.
Viewing Categories
The Categories card shows:
- Each category type configured for your organization
- The currently assigned value (or empty if not set)
- Edit option for each type
Assigning Categories
- Find the Categories card on the Profile tab
- Click edit on a category type
- Select a value from the dropdown
- Save
A customer can have one value per category type, but can have values across multiple types.
Categories vs Segments
| Categories | Segments |
|---|---|
| Manually assigned | Automatically calculated |
| Based on your classification | Based on purchase behavior |
| Any criteria you define | Active, Inactive, Recovered |
| Multiple types per customer | One segment per type |
Use categories for static classifications (industry, region). Use segments for dynamic, sales-based grouping.
Filtering by Category
Categories enable powerful filtering — use them to narrow down customer lists by category values when searching or exporting.
Did you know? Categories work great with the customer list export. Filter by category, export the list, and you have a ready-made target list for campaigns or outreach.
Configuration
Categories are configured in Settings > Customer Categories.