Tags are keywords or terms that help you classify and group customers in ChartMogul.

ChartMogul lets you add an unlimited number of tags to customers, which you can use with filtering and segmentation.

For example, tag customers by the features they’ve requested, then prioritize features based on their impact on MRR. Similarly, tag customers at risk of churning and combine this with MRR metrics to drive churn mitigation efforts.

Here's what we cover in this article:

• Adding tags
• Filtering using tags
• Managing tags

Adding tags

To add a tag manually, find the customer you’d like to tag, then use the Tags field to add a tag to that customer.

The Tags field allows you to select from a list of tags you previously created or create a new tag and add it to the customer. To create a new tag, type it into the Tags field and press Enter or Return. You can then select this tag from the list ChartMogul displays when adding tags to other customers.

In some instances, ChartMogul adds these tags to customers:

• merged-customer — added to the surviving customer record resulting from a merge.
• auto-churned-delinquent-subscriptions — added to a customer whose subscription has been canceled as a result of your Handling Past-due Subscriptions setting. ChartMogul keeps this tag in place even if the customer later reactivates their subscription.
• deleted_customer_in_stripe — added to a customer that has been deleted in Stripe.
• subscriber_id_reset — added to a customer that has reactivated after more than half a year in App Store Connect.
• The date and time when using flexible CSV import — added to customers created or updated using this method. For example, Created20240426_1015 or Updated20240426_1015.

Filtering using tags

There are five operators you can use when filtering customers using tags. The operators determine whether a customer is included or not in your list or report.

• has at least one of — includes customers with at least one of the selected tags
• has none of — includes customers without any of the selected tags
• has all of — includes customers with all of the selected tags, including those with tags other than the ones you’ve selected 
• is present — includes customers with any tag
• is not present — includes customers with no tags

Managing tags

ChartMogul’s Tags Manager provides an overview of the tags you’ve added to customers and allows you to rename and delete tags.

The Tags Manager shows how many customers currently have a particular tag, who last used the tag, and when they last used it. Click the total in the Customers column to see a list of customers with that tag.

To rename a tag, click the Edit   icon. ChartMogul will then update customers with this tag.

Click the Delete icon to remove the tag from all customers. This action is permanent and cannot be undone.

Next Steps

Create automated workflows using tags or to add tags to customers. For example, add tags to customers who reach a certain level of MRR.