How to Upload Tags to Client Profiles

Adding tags to client profiles in Clientbook allows you to organize your client base efficiently. For example, you can tag all clients interested in a specific brand and later send a mass message to everyone with that tag. This guide will walk you through the steps to bulk upload tags to client profiles.

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Preparing Your Tag List

1. File Format: Ensure your file is in a .csv format.

2. Required Data Fields: Your file must include the following fields:

   • Client Name (Required)

   • POS ID (Required)

   • Tag Name (Required)

   • Phone Number (Optional)

3. Headers: Make sure your .csv file includes headers that clearly label the sections corresponding to the above fields.

4. Records: Each row should represent one client and their corresponding tag. For example:

Client Name	POS ID	Phone Number	Email	Tag Name
John Martin	1	888-888-8888	[e-mail]	Popular Brand
Jack Smith	2	888-888-8889	[e-mail]	Popular Brand
Justin Jones	3	888-888-8890	[e-mail]	Popular Brand

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Uploading Your Tag List

1. Log In Log into your Clientbook dashboard.

2. Navigate to Setup

   • From the dashboard, go to the Setup section.

   • On the left-hand menu, scroll down and select Data.

3. Select Data Upload

   • In the Data section, click Upload.

   • Choose the option to upload tags.

4. Upload Your File

   • Select the .csv file containing your tag list.

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Mapping and Verifying Your Data

1. Map Columns:

   • After uploading, you will be prompted to map your spreadsheet columns to the corresponding data points in Clientbook.

   • For example, match the “Tag Name” column in your file to the “Tag” field in Clientbook.

2. Clean Up Data:

   • Review the data to ensure accuracy.

   • You can mark any columns as “Ignore” for incomplete or irrelevant data.

3. Finalize:

   • Once your columns are correctly mapped and the data is verified, click Next to proceed.

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Completing the Upload

1. Confirm:

   • Review the final preview of your data and confirm the upload.

2. Success:

   • The tags will now be added to the specified client profiles in Clientbook.

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If you have any questions or need additional guidance contact our Customer Support Team at [e-mail] or [phone].