Tag
#Tags & Segments
17 guides tagged Tags & Segments.
Unified Inbox & MessagingInbox list signals & smart sortingAt-a-glance cues and ordering that keep the busiest inbox…Channels — Webchat, Facebook, Instagram, Email, Lead FormsHosted lead formsPublic web forms that capture a name/phone/email/message, create a contact, and drop the lead into your…Reviews & ReputationReview-request campaignsScheduled, audience-driven review-invite campaigns (not just…Surveys & Feedback (NPS/CSAT)Surveys — NPS / CSAT / customSend tracked SMS surveys (Net Promoter Score, CSAT, or custom) and report on the…Contacts, CRM, Tags & SegmentsTags — full managementLabel contacts with tags and manage them across your whole customer…Contacts, CRM, Tags & SegmentsAuto / smart taggingKeyword→tag rules that tag contacts automatically as they message…Contacts, CRM, Tags & SegmentsSegments & saved segmentsBuild reusable audiences by filtering on tags, spend, recency, or…Sales Pipeline, Tasks & Custom FieldsFunnels — CRM sales pipelineA Kanban board of your sales stages, with a deal value on each contact…Sales Pipeline, Tasks & Custom FieldsCustom contact fieldsDefine your own fields on a contact (text, number, date, select) and fill them per…Campaigns, Blasts & Drip AutomationMass text blastsSend a one-time text to a whole audience at…Campaigns, Blasts & Drip AutomationMulti-channel drip automationAutomated multi-step SMS + email sequences that branch on whether the customer…Analytics & ReportingGraph analytics dashboardA configurable, chart-based analytics dashboard with role-scoped…Team, Staff Directory & Roles/RBACMessage staff as a segmentBroadcast an internal SMS to your team's mobiles — all staff, by role, or by…Bulk Import / ExportBulk CSV/Excel import & export (multi-entity)Import and export not just contacts but many record types, with templates and…Bulk Import / ExportCSV contact export / append round-tripDownload your roster or a segment, edit it, and re-upload — changes merge back…Multi-location / OrganizationsOrganization → location modelA business (organization) can have multiple locations, with contacts shared across locations while each location keeps…Website Widget & Form WidgetEmbeddable contact-form widgetA drop-in <script> snippet that puts a structured lead/contact form on your site — posting into the inbox, creating a…
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