1. Introduction

With this feature, you can add and manage visitor tags for quick targeting of your target audience based on visitor tags in subsequent operations (e.g. mass emails).

2. Instruction

2.1 Add tags

① In [Assets] – [Labels], click “Add Tags”, enter the tag name to generate a new tag; if you want to delete the tag, move your mouse to the tag you want to delete, the “trash can” icon will appear, click the icon to delete the tag.

② At [Message Interaction] – [Online Chat], go to the chat interface, view the user information, and click ” Guest Tags” to add the visitor to the existing tags or new tags.

2.2 Tagging

In [Assets] – [Contacts], click “Tag” to tag users with bulk guest tags, and you can select “Add tags” or ” Overlay tags”. It should be noted that tag adding will not affect the existing tags, and it will only create the new tags; overlaying tags will tag the customer with the selected tags, and their original tags will be cleared.

2.3 Apply tags

• Filtering visitors during bulk email

In [Assets] – [Contacts], click “bulk email”, and when you select the audience in the email setting process, you can quickly locate your target users according to the tags. Or in [Campaigns] – [Email], when you set up emails to filter audience, you can also quickly target users according to tags.

• Adding tags when importing contacts

At [Assets] – [Contacts], when importing user information, you can tag the user.

3. Frequently Asked Questions

1） Q：Some customers open the chat plugin on our site, but don’t start a chat with us, how do I tag these users?

A：In [Assets] – [Contacts] – [All Customers], you can see which users you have not chatted with and click “Tag” to tag them as visitors. Alternatively, you can click on the “User Name” to enter the chat screen and tag the user in the “Personal Information” field.