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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

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

creating segments
How to create a segment

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

Populating segments automatically

If you’d like to hire your Chatbot to do all the dirty work for you and save all the email addresses into segments automatically, you can do that in a few simple steps:

  • First of all, you should create a Contact Property. You can read more about doing so in this article.
  • Add a Contact Property filter in the Contacts section of the Tidio panel, then save and name the segment.
adding a contact property filter
How to add a Contact Property filter for your new segment
  • Create a Chatbot that collects an email address from visitors and then adds a Contact Property at the same time. Here’s what it can look like:
creating a custom chatbot that collects emails and applies a Contact Property
The ‘Send a chat message’ node greets your visitors; ‘Ask a question’ asks for the email; and ‘Set Contact Property’ applies your custom Contact Property
  • Done! Now the email addresses saved by this Chatbot will automatically save into the segment as well. Below is an example of such a bot collecting the email, and then placing the new contact into your segment.
chatbot asks for email
First, the Chatbot asks for the visitor’s email…
new contact is placed in custom segment
… and then the new contact is placed in your custom segment

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 www.tidio.com

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