Organize Customers with Shared and Personal Tags

Choose public tags or personal tags first #

When the team wants to unify statistics or implement common processes, they must first agree on the meaning of the public labels. You can use personal tags only for your own temporary organization; don't expect personal tags to automatically become company-wide public categories.

Admin sets public tags #

1. Enter the configuration management of the admin console.
2. Open public tag management and click New.
3. Fill out the tags as per the actual form and organize primary and secondary categories as needed.
4. After completing the creation, check whether it is available in the client label area.
5. Inform users of the label's meaning to prevent the same customer from being labeled in conflicting terms.

Do not repeatedly create multiple approximate tags for the same business meaning; check existing categories before adding new ones.

View and batch organize customers under tags #

Enter the tag area to see the added tags. Click on any label to view the customers under it. First check which label is currently selected.

1. Select the target tags you want to organize.
2. Check the customers who need to add this label.
3. Check the selected customer range and click Save.
4. Open the tab again and check if your target customer appears in the list.

A single customer can also apply existing labels in the label area of the customer profile according to the current interface. Check the customer identity before batch operation to avoid selecting the wrong range due to the same name or list switching.

Categorize groups #

Tags can also be added to groups, for example, to separate the company's own test group and formal service group to facilitate subsequent finding of the correct target. Before operation, check whether you are currently processing a group or a single customer, and do not confuse the lists of two types of objects.

Tags can also be used as a basis for subsequent screening. When using tags to create sending tasks, you should double-check the recipients and contact permissions; the presence of tags does not mean that the customer or group has agreed to receive any content.

How to check when the label is not displayed #

Let’s look at the tag type first: public tags are open to all team members, and personal tags are only effective within the team member’s personal scope. Check again whether the creation or saving has been completed, whether the current team member is correct, and whether the selected customers or groups are consistent.

The admin console automation and statistics of public labels rely on a unified classification caliber. This article only covers the creation and use of labels, and does not equate labeling with automatically triggering an unconfigured process.

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Frequently asked questions