How to Use Tags

Learn to create, apply, remove, and delete tags on DoubleTick for efficient lead management. Now categorize and organize customer data and segment them easily.

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How to Add Tags for Efficient Lead Management 👇

To perform this action via API, please visit this link

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How to Create Tags ?

• Click on the Tag Icon on Chat Screen

• An "Add a tag" pop up will appear on screen 👇

• Enter "create" into the search bar, and you'll find a button labeled "Create new tag."

• Upon clicking "Create New Tag," a pop-up will appear. Enter the tag name and click the "Create New Tag" button to complete the process.

• Tag Created Successfully!

Similarly you can create multiple tags 👇

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How to Apply Tags ?

• To apply a tag, choose the tag you want to assign to the customer, and then click on the "Apply" button.

• A confirmation pop-up will appear select "Apply" to continue

• Tag Applied Successfully!

Tags are displayed on the header of the chat and on Chat View for easy identification and reference

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How to Apply Multiple Tags for a customer?

• Select multiple tags and click Apply

• Multiple selected tags have been applied successfully

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How to assign multiple tags to several customers ?

• On Chat Feed click on the tick mark icon ✔

• Click to choose customers you want to assign Tags

• Click on the 3 dots and select Apply tag

• "Add a tag" pop-up will appear; choose the tags you want to assign to the customers and click on "Apply"

• A confirmation pop-up will appear select "Apply" to continue

• Tags have been successfully added for the selected customers 👇

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How to remove tags ?

• Click on the tag icon on the chat screen. Deselect the tags you wish to remove and click on Apply.

• A confirmation pop-up will appear select "Apply" to continue

• Tags will be successfully removed

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How to Delete Tags?

• Click on the Tag Icon on Chat Screen

• On click on the tag icon, an "Add a Tag" pop-up will appear, displaying a list of all existing tags

• Hover over the tag you wish to delete to reveal the delete icon on the right side, click on the icon

• A delete tag confirmation will appear

• Click on the Delete button to confirm, and the tag will be deleted