How to Use Tags

Learn how to create, apply, remove, and delete tags on DoubleTick. Tags help you categorize conversations, organize customer data, and segment them efficiently for better lead management.

What Are Tags?

Tags are labels you can attach to conversations to help you identify and group customers. For example, you can tag a customer as "Purchased," "Follow-up," or "CSAT" to keep your inbox organized.

Tags are now displayed in the Details column on the right side panel of the chat. This is a change from the earlier placement where tags appeared in the top bar of the chat.

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How to Create a Tag

Before applying tags, you need to create them in Settings.

1. Go to Settings and search for Tags.

2. Click on Manage Tags.

3. Click on the Create New Tag button in the top right corner.

4. Enter a name for your tag. For example, "Purchased."

5. Click Create.

The tag will now be available to use across all chats.

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How to Apply Tags to a Single Chat

1. Open the chat you want to tag.

2. On the right side panel, click the plus icon next to Tags.

3. Select multiple tags from the list.

4. Click Apply.

5. A confirmation pop-up will appear. Click Apply to confirm.

All selected tags will be applied to that conversation at once.

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How to Apply Tags to Multiple Chats at Once

1. Go to the Chats section.

2. Click the Select icon (next to the search icon at the top).

3. Select all the chats you want to tag by clicking on them.

4. Click the three dots icon.

5. Select Add Tags from the options.

6. Choose one or multiple tags from the pop-up.

7. Click Apply.

8. A confirmation pop-up will appear. Click Apply to confirm.

The selected tags will be applied to all chosen conversations.

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How to Remove a Tag from a Chat

1. Open the chat from which you want to remove a tag.

2. On the right side panel, click the plus icon next to Tags.

3. Deselect the tag you want to remove.

4. Click Apply.

5. A confirmation pop-up will appear. Click Apply to confirm.

The tag will be successfully removed from that conversation.

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How to Delete a Tag

Deleting a tag removes it permanently from DoubleTick.

1. Go to Settings and search for Tags.

2. Click on Manage Tags.

3. Find the tag you want to delete. Click the delete icon next to it.

4. A confirmation pop-up will appear asking if you are sure you want to delete the tag.

5. Click Delete to confirm.

The tag will be permanently deleted and will no longer be available across any chats.

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Summary

Tags help you stay organized by labeling conversations based on customer type, status, or any category relevant to your business. You can create tags from Settings > Manage Tags, apply or remove tags from the Details column on the right side panel of any chat, and bulk tag multiple conversations using the select option in the Chats section. Use tags to filter and segment customers easily for better follow-up and lead management.