Contacts Fields and tags
Fields and tags
Organise contacts with coloured tags and with extra fields of your own.
What it does
A tag is a coloured label, such as VIP or Newsletter. You use tags to group and filter contacts, to pick the people for a broadcast, and to start automations.
A custom field is an extra box on every contact, for example ZIP code or lead source. Each field holds a short piece of text. Fields can be used in automations and in broadcast messages.
Order fields are extra boxes on every order, for example Name to print. Only your team sees them.
Where to find it
SettingsFields & tags
How to use it
- Open Settings and choose Fields & tags.
- To add a tag, type its name, pick a colour (eight are offered) and press Add tag.
- To delete a tag, press its delete button and confirm.
- To add a contact field, type its name under Contact fields and press Add. You can rename or delete it later.
- To add an order field, use the Order fields part of the same page.
- On a contact, open the Tags tab and click a tag to add or remove it. Open the Custom Fields tab to fill in the fields.
Example for a business
A jewellery store makes a tag called Wedding enquiry and a field called Event date. When a bride’s family writes in, the team tags the chat and fills in the date. A month before each date, the owner sends a reminder to everyone with that tag.
Good to know
- Only Owners and Admins can add, rename or delete tags and fields.
- Deleting a tag removes it from every contact. Deleting a field removes its saved value on every contact. Neither can be undone.
- A field name that already exists is refused.
- The order fields are shown on each order page, and your team fills them in there.