How to Use Customer Tags [VIDEO]

How to Use Customer Tags for Smarter Marketing in Vacation Creations CRM

Tagging your clients is one of the most powerful ways to stay organized and market more effectively inside Vacation Creations CRM. In this video, you’ll learn how to use customer tags to better understand your clients, personalize your outreach, and build stronger relationships.

This step-by-step tutorial covers:

• What customer tags are and why they matter

• How to access a client record and apply tags

• Using tags to organize clients by interests, travel styles, and behaviors

• Examples of effective tags, including:

• Travel interests (Disney, nature, culture, etc.)

• Timing (spring break travelers, last-minute bookers)

• Buying behavior (value-focused, luxury clients)

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

• Applying multiple tags to a single client

• Saving and managing tagged client profiles

• Filtering and sorting your customer list using tags

By using tags strategically, you can send the right message to the right clients at the right time—creating more meaningful connections and more effective marketing campaigns.

This video is part of our Vacation Creations CRM training series, designed to help travel agents stay organized, work smarter, and deliver a more personalized client experience.

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

Updated 03/27/2026