How to label WhatsApp contacts? Share the method of batch management
Many friends who do overseas business have a common worry: more and more customers are added, and the chat records are getting more and more complicated. It takes a long time to find a customer's information. Not to mention after-sales, I can't even remember whether I have placed an order. Especially for those who do cross-border e-commerce, overseas private domains, and digital service subscriptions, from advertising flow to WhatsApp fans to transaction conversion, the customer status of each link is different. If there is no group management, the work will be a mess.
At this time, the contact tag management function is very important. It can not only help you quickly locate the customer identity, but also filter out valuable people in batches for secondary conversion, after-sales service, event notification and other operations.
Today we will talk about how to label contacts on WhatsApp? How to set labels? What tools can manage these labels in one click? After reading this article, you can manage customers quickly and accurately.
👉WhatsApp diversion link/counting/following/receiving fans/multiple accounts/translation/intelligent customer service software: https://fbsee.com/en
😊For free trial, please contact TELEGRAM✈ official customer service: @Fbsee
Who is WhatsApp’s native label feature suitable for?
Let’s first take a look at the native label system of WhatsApp Business. It allows you to set one or more labels for each contact, such as:
l “New Customers”
l "Order Placed"
l “Waiting for payment”
l "After-sales completed"
l “High-value customers”
These labels can be customized with colors and names, and can be used to quickly filter or find a certain type of customer in the contact list. If your business is relatively simple and only handles dozens of messages a day, this function is basically enough.
But once the number of customers increases, especially involving multiple accounts, multiple customer service representatives, and multiple national markets, WhatsApp's built-in labeling function becomes a bit difficult.
l Unable to sync tags across accounts
l Unable to share a unified label system among multiple people
l Unable to batch export data grouped by tags
l Unable to tag with automatic rules
If you have any of the above needs, it means you should get a professional customer management system .
Using overseas customer service system for label management doubles efficiency
A good overseas customer service system can make tags more than just "tags", but a real data management tool. For example, in the Fbsee customer service system , the tag management function far exceeds the native WhatsApp:
l Each customer can have multiple tags, such as "purchased + Vietnamese customer + highly active"
l Supports custom label classification structure, such as "customer status", "interest preference", "language and region"
l The customer service team shares a label system to ensure consistent wording and unified data
l Supports automatic tagging, such as automatically adding tags when customers trigger keywords or behaviors
l Supports group messaging, list export, secondary conversion and other operations after tag filtering
For example, if you set the label "Indonesian Highly Active Customers", the system can automatically identify Indonesian users who have frequently interacted in the past 7 days and label them. After that, you only need to filter out this label to send discount information, after-sales reminders or recall notices with one click, which is very efficient.
How should labels be set appropriately?
Many people set tags randomly, but when there are too many tags, it becomes more confusing. I suggest you think about the tag structure from the following three perspectives:
Customer Lifecycle
l Potential Customers
l Ordered
l Payment pending
l Refunded
l After-sales processing
Customer attributes
l Countries/Regions: Thailand, Philippines, Saudi Arabia, Argentina...
l Channel sources: Facebook advertising, independent website registration, Tiktok traffic...
l Customer languages: English, Vietnamese, Arabic...
Customer behavior characteristics
l Highly active users (high number of chats in the past 7 days)
l No response from the user (the message has been read but not replied)
l Many after-sales problems (high refund frequency)
l High-value customers (high order amount)
These tags can be freely combined to form a flexible customer portrait system, allowing you to find people accurately and operate quickly in different scenarios.
How to batch label without getting tired?
It sounds tedious to manually label each customer one by one, so it is recommended to use the batch labeling tool that comes with the system .
In the Fbsee system, there are multiple ways to batch tag:
l Automatic tagging based on keyword rules : if a customer says "refund" or "invoice", the corresponding tags will be added automatically
l Batch labeling by time period : for example, customers who have been active in the past 7 days are labeled as "highly active"
l Tag by country or language : The system automatically identifies country codes and language features, and tags with one click
l Excel import label : Existing customer lists can be directly uploaded for batch labeling
l Customer service operation shortcut key labeling : The chat window supports quick labeling, which can be set with one click without jumping
These methods can greatly reduce manual operations, especially when the number of customers is large, and can save at least half of the working hours.
How else can tags be used?
Many people think that labeling is for the convenience of viewing customer information, but in fact, there is much more to labeling than that.
l Label filtering customer group information : for example, "ordered + highly active" customers can receive new product recommendations
l Tag-linked automatic reply : Tag users can automatically reply to specific words by triggering keywords
l Label-directed transfer to customer service : VIP customers are automatically assigned to senior customer service
l Tag data analysis : Analyze which tag groups have high conversion rates and high complaint rates, and provide reference for marketing decisions
Especially in the Fbsee system, these tag operations are visual and can be completed with just a few clicks. In addition, the tag user data can be exported as a table to facilitate team review and optimization.
If you are still manually categorizing customers by making notes, taking screenshots of chat records, or using Excel, then you should really consider changing your tools. A mature labeling system can not only improve customer service efficiency, but also help you manage customers more accurately and improve overall repurchase and satisfaction.
If you are doing overseas after-sales customer service or private domain conversion, it is recommended to try the tag management function of the Fbsee customer service system. Now you can try it for free. You can get a test port by contacting customer service. You can categorize customers that originally took an hour to complete, and you can use the tool to complete it in a few minutes. From now on, you no longer have to worry about having too many contacts to manage.
😊For free trial, please contact TELEGRAM✈ official customer service: @Fbsee
