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Konvo Tags: Elevate Your Customer Support and Segmentation Strategy

Using Konvo Tags for Enhanced Customer Management and Support Efficiency

Updated over 7 months ago

Konvo's tagging feature offers a powerful solution for effective categorization and segmentation which are key to delivering personalized experiences.

1. Konvo Tags

Konvo tags are versatile labels applied to customer profiles, enabling quick visual identification and segmentation. They serve multiple purposes:

  • Colored visual cues for support agents

  • Automation triggers in flows

  • Segmentation criteria for targeted campaigns

2. Types of Konvo Tags

Support Tags:

Customer support tags to easily identify and categorize users and their issue or status such as:

  • VIP: Identify high-priority customers

  • Urgent: Highlight time-sensitive issues

  • Call: Indicate follow-up actions needed

Custom Tags

Custom tags are personalized tags to fir any of your user needs.

  • Create personalized tags based on your business needs

  • Use color-coding for easy visual recognition

3. Implementing Konvo's Tags

Step 1: Accessing Tags

  1. Navigate to the open conversations in your Konvo dashboard

  2. Locate the customer profile you wish to tag

Step 2: Adding Tags

  1. Click on the tag section in the customer panel

  2. Select from existing tags or create a new one

  3. For new tags, enter a name and choose a color

Step 3: Using Tags in Flows

  • Incorporate tag actions in your automated flows

  • Example: Add a "Call" tag at the end of a flow and assign to an agent

Step 4: Leveraging Tags for Segmentation

  • Use tags as criteria in Konvo Segments for targeted campaigns

  • Combine tags with other conditions for precise audience targeting

Best Practices for Tag Management

  • Develop a consistent tagging strategy across your team

  • Regularly review and update tags to maintain relevance

  • Use automation to apply tags based on customer behaviors or interactions

Benefits of Utilizing Konvo Tags

  1. Enhanced Customer Visibility: Quickly identify important customer attributes at a glance

  2. Improved Support Efficiency: Prioritize and route conversations based on tags

  3. Personalized Customer Experiences: Tailor your communication based on customer segments

  4. Streamlined Automation: Trigger specific actions or flows based on tag assignments

  5. Data-Driven Decision Making: Analyze tag usage to gain insights into customer trends and support needs

Konvo's tags are a game-changer for your customer support and marketing strategies. You'll enhance your team's efficiency, deliver more personalized experiences, and drive better results through targeted communication.

For more information visit our Guides & FAQs. You can also contact your customer success manager or [email protected] for support.

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