Tags are a powerful tool for labeling and segmenting customers. They help track user actions in automations and allow you to filter customers for further engagement.
This guide will explain how to create, edit, and use tags, as well as how to apply the "Add Tags" and "Remove Tags" actions in your automation workflows.
How to create and edit tags
Creating a new tag:
Create an "Action" block and select "Add Tags".
Enter the tag name. If the tag does not exist, the system will suggest creating it.
Click on an empty space in the workspace to save the settings.
Tags are only visible to the bot creator and are not shown to customers. This means you can name them however you like, but it's best to keep them clear and informative.
Editing and deleting tags
Select the desired tag from the list, click the 3 dots, and open the tag settings.
Modify the tag name and color if needed.
Click on an empty space in the workspace to save the changes.
Renaming: If you change a tag’s name, it will be updated for all customers who have been assigned that tag.
Changing the color: Helps organize and structure tags more effectively.
Deleting: Completely removes the tag from the system, even if it was previously assigned to a customer.
How to set up tag assignment
Create an action: Add Tags.
Select the desired tag from the list.
Click on an empty space in the workspace to save the settings.
Once a customer reaches this part of the automation flow, the tag will automatically be added to their profile.
How to remove previously assigned tags
Create an action: Remove tags.
Select the tag you want to remove from the list.
After the customer reaches this part of the automation flow, the tag will be removed from their profile.
Additional ways to assign tags
In addition to the Add Tags action, tags can also be assigned in the following way:
When a user clicks on a link added to a button:
Click on the button to open its settings menu.
Select Open website as the button’s action.
Enter the URL that should open when the button is clicked.
Enable the Click tracking option to record button clicks.
Enable Assign tags on click and select the tag you want to apply.
In this case, when a user clicks a button with an attached link, they will receive a tag.
This allows you to track all customers who click on links and set up a follow-up mechanism for those who didn’t.
2. Manually adding and removing tags in the client profile:
To do this, find the client in the Chats or Clients section, click on them to open their profile, and manage tags from there:
3. Assigning tags through the creation of a referral link to launch automation
Learn more about automation trigger links.
Examples of using tags in the automation builder
Tracking button clicks and customer segmentation
To track button clicks or selections made by customers, use different tags for buttons that represent different response options in a message.
💡Tip: Choose tag names that provide useful information for the operator managing customer interactions. This will make workflows more efficient.
Important note! Tags, unlike variable values, can be included when exporting the client database.
Later, using the "Assigned tags" condition, you can create unique offers for each customer category or route them through different automation flows.
2. Blocking repeat access
By using tag assignment and checking assigned tags, you can set up restrictions to prevent users from accessing certain parts of a scenario.
For example, you can check for the presence of a tag using the "Assigned Tags" condition and, if the tag already exists, block the client from proceeding further.
One possible application:
Set up a test in the automation.
Before the test, check for a specific tag, such as "test taken"
If the tag is present, either send nothing or display a message informing the client that access is restricted.
If the tag is not present, assign it to the client using the "Add tags" action.
If the client starts the test but exits before completing it and tries to restart, the bot will inform them that this is not allowed.
Once the client completes the test, use the "Remove tag" action to delete the previously assigned tag. After that, the client will be able to retake the scenario and improve their results.
3. Tracking when a client provides information in automation
Keep in mind that all actions within the action block are executed simultaneously. Therefore, if you need to assign a tag only after a specific action has been completed, you should add the tag in a separate block.
For example, if you want to confirm that a user has actually submitted their phone number rather than just reaching that point in the scenario:
First, configure the Collect client data action.
Then, in a separate block, configure the Add tags action.
Tags are a flexible tool that can be used in various ways depending on your goals. Try integrating them into your scenarios to automate client interactions and simplify data analysis.