Tags and groups allow you to control which customers receive specific automated actions in Paidnice. This guide explains when to use each option and how to implement them effectively.
What You'll Learn
The difference between tags and groups for customer management.
How to apply tags to exclude customers from specific policies.
When to use groups for complete policy separation.
Step-by-step configuration of tag-based filtering.
Understanding Tags vs Groups
Tags (Recommended First Option)
Customers can have multiple tags.
Ideal for exceptions within your standard policies.
Example: Tag customers as "No Late Fees" while they still receive reminders and statements.
Groups
Customers can only be in one group at a time.
More comprehensive separation of policy sets.
Example: Create a "Whitelist" group with no automated actions.
Step 1: Applying Tags to Customers
Navigate to the Contacts tab.
Select the customers you want to tag.
Click Apply Tags in the action bar.
Either select an existing tag or create a new one:
Click "Create new tag"
Enter tag name (e.g., "No Late Fees")
Click to apply
Note: Customers can have multiple tags applied simultaneously.
Step 2: Configuring Policies with Tag Filters
Open the policy you want to filter (e.g., late fee policy).
Click More Options and Filters.
In the Available Options dropdown, select Contact Tags.
Choose your filtering method:
Exclude contacts with tag: Prevents tagged customers from receiving this action.
Include contacts with tag: Only tagged customers receive this action.
Select the relevant tag from your list.
Click Save.
Step 3: Moving Customers Between Groups
If you need complete policy separation:
Go to the Contacts tab.
Select customers to move.
Click Move Contacts to Group.
Select the destination group.
Remember: Moving to a new group removes all policies from their previous group.
Common Use Cases
Excluding VIP Customers from Late Fees
Tag VIP customers with "No Late Fees".
Configure your late fee policy to exclude this tag.
VIPs still receive reminders and statements.
Creating a Do-Not-Contact List
Create a "Whitelist" group with no policies.
Move sensitive accounts to this group.
No automated actions will be sent.
Priority Customer Communications
Tag customers as "Priority".
Create special policies that include only this tag.
Send exclusive communications or different reminder schedules.
Best Practices
Start with tags for simple exclusions before creating new groups.
Use descriptive tag names that clearly indicate their purpose.
Document your tag strategy for team consistency.
Regularly review and clean up unused tags.
Need Help?
If you need assistance setting up tags and groups for your specific use case, please reach out to our support team at [email protected].