Tag/Untag

Tag/Untag card allows you to assign or remove a tag to or from a customer. Tags are custom labels that you can create and manage in shared team inbox.

You can use tags to segment, filter, or target your customers based on various criteria, such as interests, preferences, or behaviors.

Using Tag/Untag Card

Select tag

• You need to select the tag(s) that you want to assign or remove to or from your customer from the drop-down menu.

A tag is a word or phrase that describes the customer’s characteristics, behavior, or status. For example, you can select or create a tag like “New Customer”, “VIP Customer”, “Interested in Shoes”, etc.

Create new tag

• To create a new tag, you need to click on the button ‘createa new one here’ and enter the name of the tag in the pop-up window. The name of the tag can include emojis. Y

For example, you can create a new tag like “Birthday Month” or edit an existing tag like “Interested in Shoes” to “Interested in Sneakers”.

Action

• You need to choose the action that you want to perform with the tag(s) that you have selected.

• Adding a tag means that you will assign the tag to the customer and store it in their profile. Removing a tag means that you will delete the tag from the customer and remove it from their profile.

For example, you can choose to add the tag “Birthday Month” to the customer if they have told you their birth month or remove the tag “Interested in Shoes” from the customer if they have changed their preference.