Streamline Calls with Contact Tags

Easily categorize and manage customer interactions with contact center tags. Improve efficiency and deliver personalized service to every customer. Start enhancing your workflow.

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Organize Contacts Efficiently

Automate Campaigns

Assign campaign tags to contacts and populate your campaign queues in a single click.

Prioritize Your VIPs

Highlight your most valuable customers with VIP contact tags and let them jump the queue.

Upload Tags in Bulk

Import pre-existing contact tags via CSV and API, or create and assign new ones in bulk.

What are Contact Tags?

Customer tagging is a powerful tool that helps you categorize and organize your customer contacts more efficiently. They are typically used to indicate that a contact belongs to a certain group of users.

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How Does Contact Tagging Work?

When you add a contact tag, such as “VIP”, “Customer,” or “Prospect,” it becomes part of that contact’s profile, making it simple to filter, search, and segment your contact list. This organized phone tagging helps your team quickly access the right contacts for targeted communication.

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4 Benefits of Contact Tags

Improve Contact Management

Streamline contact management by categorizing your customer profiles efficiently. Assign specific tags to each contact and easily filter your contact list. Locate the right contact quicker, reduce time spent searching, and increase your team’s productivity.

Enhance Targeted Communication

Deliver targeted communication by segmenting your audience. Tag phone numbers based on customers’ industry, purchase history, interaction level, etc. Provide personalized and relevant outreach to boost engagement rates and build better customer relationships.

Streamline Workflow Automation

Enhance operational efficiency by automatically triggering specific actions based on contact categories. Send automated follow-up emails to “New Leads” or route “VIP” clients to dedicated support agents. Attend customers quicker and improve overall service quality.

Support Data-Driven Decisions

Make more informed decisions about your sales and marketing strategies. Gather and analyze data on different customer segments to understand customer behavior and preferences. Optimize your campaigns to improve your overall business performance. Provide better customer support.

Create Contact Tags in Dashboard Interface

01

Sign into your CloudTalk account.

02

Go to the Contacts tab on the dashboard.

03

Click the magnifying glass to inspect the contact, and select “Edit Contact Info”.

04

Add or edit existing contact tags in the Tags field.

05

To add a new tag, type in the desired name and select if from a dropdown menu.

06

Save Changes. Once a new phone tag has been added, it will be visible on the contact’s profile.

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Create Contact Tags in CloudTalk Phone

01

Navigate to the Contacts list and select your desired contact.

02

Select “Edit tags”.

03

Start typing a new or existing tag.

04

Save changes.

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Create Contact Tags in CloudTalk Go App

01

Navigate to the Contacts list and select your desired contact.

02

Select “Edit” in the top corner.

03

Add or edit tags, and click on “Done” to save your changes.

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Segment your contacts for easier communication.

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Ready to get started?

Schedule a demo with one of our specialists and gain unparalleled control over your customer’s experience.

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