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Описание
This page allows you to create and delete tags.
Description
A tag is a client characteristic of a client that will allow you to group them in any way you want.A tag can be linked to a client in the client card, and after that, using the filter panel, you can find all clients with this tag.
As a criterion for grouping, you can choose anything: the client’s purchases or age, the presence of a car or that allows grouping them arbitrarily.
You can use any parameters for grouping: purchase history, age, car ownership, place of residence, etc.
In order to create a tag, you need to go to Settings (1) - CRM Settings (2) - Tags (3).
In order to add a tag, you need to click on the "Add tag" button (4).
Now, when creating a tag, we can add an icon to it (1), choose the color of the icon (2) and make it important (3).
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1 - List of icons that can be added to the tag.
2 - Color palette for selecting a tag icon.
3 - An indicator that makes the tag important.
4 - input field for a new tag. Here you can enter any text, which will become a tag. And then you should click on the “Create tag” buttonOn this page, you can create and delete tags.
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Tag Icon List: A set of icons that can be selected for visual representation of a tag.
Color Palette: Allows you to choose a color for the tag icon to make it more noticeable.
Importance Indicator: A parameter that marks a tag as important.
New Tag Input Field: Enter the text that will become the new tag's name and click "Create Tag". When creating an important tag, you must
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select an icon. If
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this step is skipped, the tag will not be saved, and a warning will appear
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: "You need to select an icon.
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5 - buttons for removing tags. Deletion is irrevocable; the tag will be deleted from all clients for whom it was installed.
6 - list of company tags.
7 - search field for tags by name.
8 - buttons for filtering tags by all and important ones.
9 - a button that allows you to edit an existing tag.
10 - a button that shows subscribers with a specific tag in the “CRM” section. When you click on this button, the “CRM” section will open in a separate browser window, which will show all subscribers for a specific tag.
This way, you can make life easier for managers who handle chats. They will know that, for example, platform users who have the “smiley” tag have just subscribed.
Assigning tags to clients
Add a new tag field. Start writing the name of the tag and select the required tag from the list that appears; A list of tags already installed for the client will also be shown "
Delete Tag Buttons: Permanently delete a tag. Once deleted, the tag disappears for all clients to whom it was assigned.
Company Tag List: Displays all existing tags created for the current company.
Tag Search Field: Allows you to search for tags by their names for easier navigation.
Tag Filtering Buttons: Filter the tag list to display either all tags or only important ones.
Edit Button: Allows you to modify existing tag parameters (name, icon, color, importance).
View Subscribers with Tag Button: Displays a list of clients with the selected tag in the CRM section. Clicking this button opens a new browser window with the list.
Tag ID: A unique identifier for the tag, which can be used for data transfer through the API.
Assigning Tags to Clients
A tag can be assigned to a client through their profile card. After this, you can use the filtering panel to find all clients associated with the selected tag.
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Creating a Tag
To create a tag:
Go to Settings → Tags.
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Click the "Add Tag" button.
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Enter the tag name, select an icon and color, then click "Create Tag".
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Assigning Tags to Clients
Open the client profile card.
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Click the “+ Add Tag” button, enter the tag name, and select the appropriate one from the list. All tags already assigned to the client will also be displayed in this field. If the tag does not exist,
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you can create it
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directly from the client
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's profile.
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1 - filter "by tags".
2- tag input field by which you need to filter.
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Filtering by Tag
Click “+ More”.
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In the “Additional Filters” field, select “By Tags”, enter the desired tag, and click “Apply”.
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