Dynamic Tags

InFlo’s Dynamic Tag feature transforms customer data into a powerful tool for enhancing your business operations. This feature allows you to:

• Track and Define Customer Attributes: Easily categorize and view important customer details.
• Empower Staff Recommendations: Equip your team with insights to make accurate and personalized product, service, or package recommendations.
• Personalize Customer Communication: Use tags to craft tailored messages that resonate with each customer.

You can add tags manually or enable customers to select options via forms, collecting a wealth of information in one step. These tags unlock endless possibilities for improving customer engagement, streamlining operations, and driving business growth.

Creating a New Dynamic Tag

1. Use the search bar en el banner superior y busque “Dynamic Tags”
2. Haga clic en Crear
3. Input Dynamic Tag Details 

Opción	Descripción
* Nombre	Enter the name of the tag. This will be visible to both staff and customers. Multilanguage Available.
* Category	Select the category that best fits the dynamic tag. Tip: If you want to create a new category for this tag, you can create a new one now by clicking “Add Category” in this section.
ToolTip	Add optional explanatory text that appears as an info icon to provide context for the tag. This will be visible to both staff and customers. Multilanguage Available.
Secondary Value	By default, dynamic tags appear as simple checkboxes. However, if you need additional input once a checkbox is selected, you can enable the Secondary Value feature. This allows for further customization and data collection: Text: Displays a text box where customers can provide specific details. Example: If the dynamic tag is Cancer, you might ask customers to specify the type and the timeframe in the text box. Valuation: Displays a rating scale from 1 to 5, allowing customers to provide a quantified value. Example: If the dynamic tag is Acne, you could ask customers to rate its severity on the scale.
Condition Text	If you’ve chosen Text as the secondary value, you can add Condition Text to guide the customer. This text will appear as placeholder instructions in the text box and disappear once they start typing. Multilanguage Available.

* Denota entrada requerida.

4. Haga clic en Guardar

Dynamic Tag With No Second Value Example

Dynamic Tag With Text Second Value Example

Dynamic Tag With Valuation Second Value Example

Dynamic Tag Details Tab

In the Details tab, you can view and adjust all the settings configured for a dynamic tag. This includes editing its attributes or making necessary changes to ensure it aligns with your current business needs. Additionally, if a tag is no longer required, you can update its status to Removed to deactivate it.

How to Access and Edit a Dynamic Tag:

1. Use the Search Bar in the top banner and type Dynamic Tags.
2. Select the specific dynamic tag you wish to edit by clicking its name.
3. Make the necessary adjustments in the Details tab, such as updating the tag name, category, tooltip, or enabling/disabling secondary values.
4. If the tag is obsolete, change its status to Removed to ensure it’s no longer active.

Dynamic Tag More Tab

In the More tab of the dynamic tag settings, you can link a dynamic tag to products, services, and packages as either a compatible or contraindicated tag.

Compatible Tags:

These tags indicate alignment with an item, highlighting its suitability or benefits.

• Example: For a Hydrafacial service, compatible tags could include dry skin, hyperpigmentation, and fine lines.
• Customer Benefits: Compatible tags are displayed on the item’s shop page, helping customers quickly identify its benefits.
• Staff Benefits: Staff can view compatible tags in their recommendation screen, making it easier to match items to customers based on shared tags. This streamlines sales and ensures confident recommendations.

Contraindicated Tags:

These tags indicate a mismatch or potential concern with an item.

• Example: For a Hydrafacial service, contraindicated tags might include Botox or Accutane.
• Alerts: If a customer with a contraindicated tag books a service, your staff will receive an alert. This enables them to have critical conversations with the customer to decide whether to proceed, make an exception, or suggest alternative options.

This feature enhances both the customer shopping experience y staff decision-making, ensuring recommendations are accurate, safe, and aligned with customer needs.

Link Dynamic Tags to Products, Services and Packages

1. Use the Search Bar in the top banner and type Dynamic Tags.
2. Select the dynamic tag you want to link by clicking on its name.
3. Open the More tab within the dynamic tag settings.
4. Add Compatible Tags

• Click the Compatible button next to Products, Servicios, or Paquetes.
• In the pop-up, select all items that align with the tag. Your selections are automatically saved.
• When finished, click the X to exit.
• Repeat this process for other categories (Products, Services, or Packages) as needed.

5. Add Contraindicated Tags

• Click the Contraindicated button next to Products, Servicios, or Paquetes.
• In the pop-up, select items that are not suitable for the tag.