How to use the Contacts list efficiently

If you’d like to learn about the Contacts list in your Tidio panel, take a look at our article here.

In this article, we will focus on how to use your Contacts efficiently and get the most out of them.

You will learn how to:

  1. Tag your visitors
  2. Search for visitors in the list
  3. Create segments

1. Tag your visitors

Tagging your visitors can help you find them easily in the Contacts list later on. You can attach a special tag to your website’s visitor on the right in the Conversations panel, during a conversation.

adding tags
How to add a tag in your Conversations panel

When to use it: This option is useful when you want to know with whom you should ‘follow up’ via email.

2. Search for visitors in the list

You can search for a specific group of your visitors with the use of filters.

There’s a variety of filters available, such as: city, name, country, browser language, etc.

adding a filter
How to add a filter

If you want to search for the visitors, select the ‘tag’ filter. Then, choose whether you want to look for or exclude the tagged contacts (‘is’ or ‘is not’). Select the tag you need and click ‘apply.’

3. Create segments

creating segments
How to create a segment

If you’d like to group certain contacts (to export their details, for instance) – you can create a ‘segment.’ To do that, simply choose which contact you would like to add to the segment and click the blue ‘save as segment’ button. The new segment will appear on the left in your Contacts panel.

To delete a segment, move your mouse on the segment’s name and a garbage bin icon will appear. Click on it and the segment will be deleted.

If you have any questions or issues, please reach out to us at [email protected] or use the chat in the bottom-right corner of our website

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