Setup Contact Tags & Custom Fields

Estimated reading: 2 minutes

Overview

Tags can be helpful in conversations by allowing businesses to organize and categorize conversations and customer interactions. This can help to streamline communication and make it easier to find and reference specific conversations or issues.

Additionally, tags can be used to identify trends or common issues that may be impacting a large number of customers, allowing businesses to proactively address these issues and improve the customer experience.

How to set-up Contact Tags?

1. Login to WhatCX and click on Admin in the left panel

2. Under Contacts, you will find the option Contacts Tags.

3. Click on Add Tags, Give your Tag a Title. It could be anything depending on your business needs. You can choose the Tag colour by clicking on ‘Color’ and then Click ‘Create Tag’.

Once you click on Create Tag and proceed to conversations. You can use the Chat Labels to distinguish between your conversations by priority, lead quality etc.

How to set-up Custom Fields?

1. Login to WhatCX and click on Admin in the left panel.

2. Under Contacts, click on Custom Fields > Add Field

a). Type – Select the field type here, as in you want to capture. It could be:

Text – To enter text-based information in the custom field
Number – To enter number-based information in the custom field
Checkbox – To have the custom field as a checkbox in the contact details
Select – To have the custom field as a select field in the contact details

b) Name – Enter the desired name of the Custom Field.

c) Placeholder – Enter the desired name of the placeholder you want to put.

d) Description – Enter the desired description for the custom field.

3. Click on Add Field and your custom field will be created.

Once done, you can add and use custom field in your contact’s table and conversations pane. Custom Fields can help you sort your contacts and leads in a more arranged manner.