Setting up Customer Tags (for Admins) [VIDEO]

How Admins Set Up Customer Tags in Vacation Creations CRM

Customer tags are the foundation of smart, targeted marketing and it all starts with setting them up correctly. In this video, you’ll learn how admins can create and manage customer tags inside the Vacation Creations CRM to help agents organize clients and market more effectively.

This step-by-step tutorial shows you how to:

• Navigate to Administration → Manage Customer Tags

• Create new customer tags for your agency

• Understand how tags power more strategic, targeted marketing

• Add tags based on different categories, including:

• Buying behavior (value-focused, luxury clients)

• Traveler types (solo travelers, empty nesters, families)

• Travel timing (spring break, last-minute travelers)

• Interests (Disney, photography, culture, nature, and more)

• Set display order and organize your tag list

• Save and manage your tag system for consistency across your agency

• Apply tags to customer profiles (via General Notes)

• Filter and sort your customer list using tags

You’ll also see real examples of how tags like “value-focused” or “last-minute traveler” can help you quickly target the right audience with the right message at the right time.

This video is part of our Vacation Creations CRM training series, designed to help agencies stay organized, market smarter, and build stronger client relationships.

Please note: These videos use demo data and not actual client or customer data.

Updated 03/27/2026