Tags are a powerful feature in the Ravelin dashboard which can be used in a variety of use cases, such as:
- Communicating with your team and Ravelin
- Segmenting certain groups of customers
- Applying rules to a specific group of customers
- Flagging customers that you suspect against differing types of abuse or fraud
Using tags for different types of fraud will also make it easy to later find relevant customers within explore.
Equally, our detection team can look for specific tags you have created and use them to improve our machine learning models. If there is a specific behaviour unique to your company that our existing machine learning models are not detecting well, you can create a tag for example cases, let us know and we will put our detection team on the case.
You can also create a rule for a tag to enforce consistent actions for a certain group of customers. For example, you may wish to always accept orders from accounts tagged as "Staff" or "VIPs".
Creating New Tags
When you open the Settings section of the Ravelin Dashboard, look for the "Tags" tab to find the tag management page. This is where you can create, edit and delete any number of custom tags. You will need an Admin role to manage tags.
You can see a description for the tag as well as the number of customers that have had that tag applied to them in the table. If you click the number shown, you'll be taken through to a list of all the customers that have had that tag added to their profile.
Tagging a Customer
On a customer profile, you can add tags just below the email address and phone number. Click on the grey box that says "+ add a tag" to open a drop down with all tags your team has created. You can also start typing the name of the tag to search for it in the list. You can add any number of tags to a customer but remember tags have to be created in the tag management page (see above) before they can be used.
Tagging with rules
Tags can also be applied or removed automatically with rules.
To do so, set the condition of the rules, and in the Action section select Add or Remove tag.
The bulk tagging tool is located in the Tools section of the dashboard and allows users to upload a list of customer IDs to be tagged or untagged.