How to add tags to contacts
LimeChat’s Contact Tagging feature enables agents, sales teams, and marketers to categorize and manage customer interactions effectively.
Introduction
Contact Tagging allows you to assign tags to your contacts, enabling a more organised, personalised, and efficient way to manage customer interactions.
This feature is designed for agents, admins, sales representatives, and marketing teams looking to enhance their customer engagement and management strategies.
Agents can tag contacts during conversations for better context in future interactions.
Sales representatives can perform bulk tagging for efficient contact management.
Marketing professionals can use tags to filter contacts for targeted campaign lists.
Why is it Useful?
Enhanced contact categorization and personalization.
Streamlined operations with tagging capabilities.
Improved contact sorting and accessibility through reports.
Maintained tag integrity and consistency across the organization.
Workflow Overview
Tag application is possible via:
Tickets' Section
Contact Tags
Contact Section
Applying Tags through "Tickets" section
Navigate to Tickets section and open the desired conversation
Click on the Contact name available at the top, which should open the contact card.
Click on + icon right next to Contact Tags
Choose required tag/s from the pop-up (these get saved even if you directly close the pop-up)
Applying Tags through contact card
Navigate to Tickets section and open the desired conversation
Click on the contact name at the top which should open the Contact Card
Click on + icon right next to Contact Tags
Choose required tag/s from the pop-up (these get saved even if you directly close the pop-up)
FAQ's
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