Tags are an important tool for managing client interactions within automations. They allow you to segment your audience, track client actions, and control their behavior when interacting with your chatbots.
Tags can be used to:
Segment clients based on specific characteristics.
Track a client's progress through different stages of a scenario.
Manage access to various sections of automations.
Use tags to filter clients across different service sections.
Where tags are used
Tags are widely utilized in:
The automation builder – to separate clients into different scenario branches.
The service as a whole - to filter clients in the Chats and Clients section.
Client data export – to obtain a list of clients with specific tags.
Broadcasts – to send messages to a targeted group of clients.
Gamification – to create exclusive games with specific entry and participation rules.
Using tags in the automation builder
Example 1: Assigning a tag for completing a task.
For example, If a client completes a test or submits their contact details, you can assign them a corresponding tag. This signals the system that the client has passed a certain stage in the scenario, which can later be used for filtering.
Example 2: Using tags for verification
If you need a client to go through a specific section only once, you can set up a "Assigned tags" condition at the start of the scenario check. If the client doesn’t have the tag yet, it is assigned, and they proceed. If the tag is already assigned, they receive a message from a different branch or no message at all.
Example 3: Reminding clients to complete an action
If a client needs to click a button or follow a link, you can add the "Add tags" action after the button to assign a tag. Then, from the block containing the button, set up a delay action, giving the client time to act. After the delay, add the "Assigned Tags" condition. If the tag isn’t assigned, send a reminder message or a new prompt to complete the action.
In the automation builder, tags can be used for:
Assigning tags for task completion or stage progression:
Segmenting clients into different scenario branches:
Applying conditions based on the presence or absence of tags:
Tracking clients who have clicked a link:
Helpful guides with detailed tag usage examples in the builder:
Using tags for filtering and management in the service
Allow you to filter out client lists based on assigned tags.
Tags in client data export
Allow to export not all clients, but only those with specific tags.
Tags in broadcast settings
Enable filtering recipients of broadcasts.
Allow you to automatically assign a tag to a client when they click on a link.
Tags in gamification settings
Allows you to restrict users' ability to participate in the game.
Tips and recommendations
Frequency of tag usage: You can use any number of tags for key automation stages or significant differences in client behavior.
Clarity in tag naming: Since only the bot creator sees the tags, you can name them freely. However, for convenience, always make them clear and easy to distinguish to avoid confusion. Tags can be renamed at any time.
Deleting tags: If a tag is no longer needed, it can be removed. However, be careful, because this action will delete the tag from the system and from all clients who had it assigned.
Restricting actions: Always apply conditions that check for assigned tags to configure restrictions and prevent clients from repeating the same automation stage, for example, to ensure a client does not receive the same bonus twice.
Conclusion: Tags are a powerful client management tool that can be flexibly applied across different service sections, making client interactions more effective and personalized.