Besides filtering your contact using our custom and basic information, you can also filter the contact list by tags. This method would work best for a particular tactic in your marketing strategy cause they basically represent recent contact' statuses and actions.

Whereas custom and basic information represent permanent data, tags represent temporary data so they are simple to apply and remove.


How to create Tags


You can add a tag to a contact in two ways. Tags can be manually added during conversations or automatically triggered by our automation tools. The instruction is as below:


Tag manually

 

You can create tags and add them during a conversation with customers by enabling the Add note option in the Inbox.





After the tags have been added, when you visit these contact details in Contact, they will be shown in the tags section. You can also manage these contacts' tags there as well. 


When you click the Manage tags button, it will direct you to the Tag section in the account setting, where you can also create and manage all the existing tags in one place.


Tag automatically (coming soon)


Note: These tags can be used to search for tagged contacts, filter the contacts and analyze customer behavior.


Manage existing tags


All the tags you have created above will be gathered in the Tag section of the Account setting. This allows you to see an overview of these tags 



Delete tags


To delete a tag, please go to Settings > Contact > Tags. 

In the tag section, please choose the tag that you want to delete and click the dot icon in that tag info, then choose the Delete option.


Please note that when you decide to delete a tag, it will be permanently removed and no longer be used to search your conversations, people, or messages.