Tutorial on Using Customer Tags

I. Feature Introduction

Customer tags help enterprises set up an enterprise tag system and synchronize data to the Enterprise WeChat backend. After enterprise administrators set up enterprise tags, employees can assign corresponding enterprise tags to users in the sidebar - User Profile when communicating with customers, greatly improving employee operational efficiency. Subsequently, enterprises can standardize the management of customer tags and implement refined management of users with different characteristics in actual operational scenarios.

II. Purpose of Use

Assist enterprises in setting up a customer enterprise tag system. Employees can assign corresponding enterprise tags based on user characteristics, facilitating refined user segmentation and operation.

III. Usage Scenarios

An enterprise sets up enterprise tags in different dimensions on the management console, such as activity level (highly active, less active, likely to churn), conversion intention (converted, no intention, to be followed up), and hobbies (pop music, classical music, ethnic music) based on user data and business strategies. When interacting with users, enterprise employees can assign corresponding tags according to the user's situation. For example, employees can assign the 'Hobby - Classical Music' tag to users interested in classical music.

Later, when the merchant holds an operation event related to classical music, they can filter customers based on tags, send group messages, and offer exclusive discounts to attract existing users to participate in the event, enabling targeted operations and increasing the repurchase rate.

IV. Operation Path

Desktop Management Console → SCRM → Customer Management → Customer Tags

V. Usage Tutorial

(1) Synchronize Tags

By default, it is in real - time two - way synchronization with the enterprise tags in the Enterprise WeChat backend. Additionally, you can manually click the synchronization button to manually synchronize the enterprise tags from the Enterprise WeChat backend.

(2) Create a New Tag Group

Merchantscan create tag groups according to different dimensions.Click [Add Tag Group], and fill in the tag group name and tag name.

(3) Edit a Tag Group

Click the [Edit] button corresponding to the tag group. Administrators can modify the tag group name, modify/delete/add tags within the group. After confirming and saving, the data will be synchronized to the Enterprise WeChat backend.

(4) Delete a Tag Group

Click the [Delete] button of the tag group to delete the corresponding tag group. After deletion, the relevant tag data in the customer information will also be deleted.

(5) Tag Sorting

Merchants can drag and sort tag groups and tag items.

(Tag Group Sorting)

(Tag Item Sorting)