Tag Management

1. Introduction

Efficiently categorize visitors and sessions using tags. Streamline audience targeting for campaigns, automation, and follow-ups by organizing users with customizable labels.

 

2. Functional Description

2.1. Add a guest tag

Note: Adding additional labels will not affect existing labels, only new labels will be added. Overlaying labels will add the selected labels to the customer, and other existing labels will be cleared.Cancel tag:After selecting a tag, the tag will be removed from the selected customers in batches.

2.2. Apply the guest tag

2.2.1 Import contacts

In [ Client - Contact List ], you can add tags to users when importing user information.

2.2.2 Adding actions to the automation process

In [ Automation ], You can click "New folw" and select the action to" Automatically tag customers".With the help of the automation process, you can automatically tag customers as visitors.

2.2.3. Add session tags

Session tags: It is used to mark and classify customer conversations in the online customer service system. This function can help customer service quickly identify attributes such as conversation priority and question type, making it easier for customer service to classify and distinguish conversation processing.  

In [ Client - Tag Management-Session tags], you can add and manage session tags, add child tags (up to three levels) to the right of the corresponding tag, and delete and edit tags.

In the [ Chat ], after selecting a session and clicking End Session , you can add a session tag to the session (if you have added subtags, you can only select the subtag with the smallest level) and add notes. When you are done, click Sure.