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Wapi documentation

Tags Management

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Overview

The Tags feature is a powerful tool designed to help you organize and segment your contacts efficiently. By assigning descriptive labels to your customers, you can categorize them based on their behavior, interests, or lifecycle stage, leading to better communication management and higher engagement rates.

Contact Categorization
Group contacts into logical categories such as "Leads", "VIPs", or "Recent Buyers" for easier access.
Easy Segmentation
Create segments for targeted marketing campaigns based on specific tag combinations.
Better Management
Streamline your team's workflow by identifying contact needs instantly through their tags.

Tags Dashboard

The central hub for all your tagging needs. Manage all your tags from one place to maintain a clean and organized contact database.

  • Tag List: View all created tags with details on how many contacts are assigned to each.
  • Creation Tool: Quickly add new tags as your business needs evolve.
  • Edit & Delete: Keep your tag list updated by renaming or removing obsolete labels.
  • Centralized Management: Search and filter through your tags archive for quick navigation.
Tags Dashboard

Creating Tags

Creating tags is straightforward. We recommend using clear, action-oriented names that provide immediate context to anyone viewing the contact.

Required Fields
  • Tag Name: A unique name for your tag (e.g., "New Lead", "Complaint").
Example Tags
New Lead Complaint Follow Up VIP

Assigning Tags

Tags can be assigned at multiple touchpoints to ensure your contact data is always current.

During Contact Creation: Assign relevant tags manually when adding a new contact to your list.
During WhatsApp Chats: Add tags directly within the chat interface as you learn more about the customer's needs.
Multiple Tags: You can assign as many tags as needed to a single contact for multi-level organization.

Example Workflow: Lead Management

1. Setup Tag

Create a "New Lead" tag in the dashboard for potential customers.

2. Initial Attribution

Assign the tag to a contact when they first inquire via WhatsApp.

3. Targeted Engagement

Filter your contact list by "New Lead" to send introductory offers.

4. Lifecycle Update

Once the lead converts, remove "New Lead" and add "Customer" tag.

Benefits

  • Better Organization: No more scrolling through endless lists.
  • Quick Filtering: Find exactly who you need in seconds.
  • Improved Targeting: Send the right message to the right person.

Use Cases

  • Lead Tracking: Monitor lead progress through the funnel.
  • Complaint Tracking: Tag unresolved issues for priority support.
  • Campaign Targeting: Group users for seasonal promotions.
Best Practices
  • Clear Naming: Use intuitive names like "Paid User" instead of "P1".
  • Clean Up: Audit your tag list monthly to avoid duplicates.
  • Multi-Tagging: Use tags to track both interests and status.
Troubleshooting

Not assigned: Check the selection box before saving.

Duplicate tags: Clean up the list in the dashboard.