Tags are used for assigning meaningful labels to your leads, contacts, conversations, and companies. They help you to organize all the visitor details and conversations in SalesIQ. Add a tag that precisely describes the conversation or details so that you can later filter the conversation or details at a glance.
Tags also help group multiple related conversations and details so that all the discussions about a specific topic are retrieved during a search. This way, you see all relevant details together in one place.
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Please note that this feature is available only in the Zoho SalesIQ -
Enterprise plan.
How to add a tag?
1. To add a tag, navigate to Settings > Tags and click the Add tags.
2. Enter the tag labels in the input fields and choose a color.
3. Pick a module (conversation, companies, contacts, leads) from the drop-down and click Add.
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Only Administrators and Supervisors can add tags.
In Settings > Personalize > Tags , you can edit, delete or manage the Tags. The tags created for the conversation, contact, leads, and companies in the respective sections will also be listed here.
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Do remember that only 30 tags are allowed per module.
You can use the toggle option near each tag to archive or unarchive the tags.
How to delete a tag?
In Settings > Personalize > Tags, against each tag on hover you can find a button to delete the tag.
How to tag a conversation?
Conversation tags help you organize all the related conversations under the same tag. Add a common tag that better describes the group of conversation. So, you or your supervisor/associate can tag the conversation from the chat window by clicking on the (+) Conversation Tags.
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Associates can only associate with the existing tags and cannot create a new one.
You can filter the conversation using tags in the Chats section. In the filter tab, choose Conversation tags > specific tag. All the conversations associated with the tag will be listed.
Contact/lead tags help you filter and list all the visitors' details with the same interest.
- You can find the Contact/Lead tag option below the name/visitor ID in the proactive chat window.
- Click on the (+) symbol near the Contact tags. All the existing tags will appear.
- You can choose one and associate the contact or add a new tag.
- Click Save.
Tag a contact/lead in the visitors history
- You can add tags to the visitor in the people module to categorize them into a particular group. On tapping the visitor Info tab, you can view the Contact/Lead tags section under the Info section.
- Click on the (+) symbol near the Contact tags or Leads tags. All the existing tags will appear.
- You can choose one and associate the contact/lead or add a new tag.
- Click Save.
- You can filter a specific set of leads or contacts with the help of tags from the rest of your visitors.
- To set a filter, navigate to Visitors > Leads/contact and click on the Create a list option in the top right corner of the section.
- Add a title to the view.
- In the Audience criteria, choose the Lead tag or Contact tag, respectively. Choose the tags you would like to filter the visitors are associated with.
- Click Save.
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- You can add tags to filter or group the audience to trigger a proactive chat matching the set criteria.
- Navigate to Settings > Automate > Triggers.
- Click on the Add button to set a trigger rule.
- Choose the app that you want to set up a rule for.
- In Audience Criteria > Contact tags/Lead tags, choose the tags the visitors are associated with to initiate a proactive chat when they land on your website.
- Then, click on Next. Now, choose when you would like to trigger the visitors on your website.
- Choose the type of trigger that you would like to use. There are 2 options available:
- Invoke JSAPI: You can invoke actions using JSAPIs when visitors match the criteria.
- Send chat invite: You can send out chat invites to visitors when they match the criteria.
- Select a pre-defined condition from the drop-down to define the type of visitor you would like to trigger an action while visiting your website.
- Then, provide your rule a name and click Launch.
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- Categorize the visitors visiting your website in the rings/list view with the help of tags.
- In Rings/List view > Customize > Add, choose Contact tags or Lead Tags.
- Provide the specific tag based on which you'd like to categorize the rings.
- Click Save.