Customer Types, Tags, and Classes

Understanding Customer Types in Corksy

Customer types are automatically assigned based on the customer’s order history. These help you quickly assess engagement and recency.

Customer Type Table

Customer Type	Criteria
Wine Club Member	The customer has an active or paused wine club subscription
First-Time	The customer has placed one order
Returning	The customer has placed more than one order
Inactive	The customer has placed one or more orders, but not in the last 12 months
Prospect	The customer has not placed any orders yet

These types are system-generated and cannot be manually edited.

Using Customer Tags to Sort and Personalize

Customer tags are fully customizable labels you can create and assign to any customer. They’re useful for:

Organizing customers
Highlighting key traits
Giving your staff quick insight into customer preferences

Example Customer Tags

You can create any tags you’d like. Some example use cases include:

Prefers red wine
Gluten-free
Attends events
VIP – high spend
Has kids
Local pickup only
No marketing emails

Tags include a title and optional description, and must be created before they can be assigned.

Assigning Customer Classes

Customer class is an optional field you can set when creating or editing a customer profile. It’s another way to categorize a customer’s relationship with your business.

Available Classes:

Wine Club Member
Employee
Customer

Classes are not auto-assigned — they must be set manually and can be updated at any time.