How to create a tag in SmartChat.
You create a tag in SmartChat under Contacts in the "Manage tags" window, give it a name and choose who gets it.
What you need for this.
For a new tag you only need two things. You don't have to choose contacts right away.
- A nameThe tag name can be up to 24 characters long. If the name already exists, SmartChat says: "This tag already exists."
- ContactsOptional. You choose contacts from your list, or just create the tag first and add it later.
How to create your tag.
It takes five steps, and the fourth is optional.
Open contacts
In SmartChat, open the Contacts page.
In SmartChatManage tags
Click "Manage tags". The window has a "Tag name" field and the "Create tag" button.
In SmartChatEnter a name
Type the name and click "Create tag". The "Create tag" window opens.
NameChoose contacts
Select contacts in the list, optionally. "Select all" selects all results.
OptionalSave tag
Click "Save tag". If you've chosen contacts, the button is called "Create and add tag".
Done
Afterwards you see your tag in the list.
Once created, the tag shows up in "Manage tags" with the number of its contacts, and in the "Tag" filter on the Contacts page.
Message after creating
Without contacts, SmartChat says: "Tag … created. It hasn't been added to anyone yet." With contacts, it says how many contacts got the tag.
Rename or delete
In "Manage tags" you rename or delete any tag, using the icons next to its name.
More about tags
What tags do in your newsletter is explained under Tags.
Frequently asked questions about the creating a tag.
Where do I create a tag?
On the Contacts page, click "Manage tags", enter the name and click "Create tag". The "Create tag" window then opens.
How long can a tag name be?
Up to 24 characters. The "Tag name" field won't take more.
Do I have to choose contacts when creating a tag?
No. You can just create the tag first and add it to contacts later. Without a selection, the button is called "Save tag".
What happens if I choose contacts?
Then the button is called "Create and add tag". SmartChat creates the tag and adds it to all selected contacts.
What does "This tag already exists" mean?
A tag with this name already exists. The check ignores upper and lower case. Choose a different name or use the existing tag.
What does "Give the tag a name" mean?
The "Tag name" field was empty. Enter a name and click again.
How do I find contacts in the Create tag window?
In the "Search contacts" field, type a name or a number. "Select all results" selects all contacts found at once.
Is there a limit on tags per contact?
Up to 30. If a contact already has 30 tags, they don't get the new one, and SmartChat tells you in the message.
How do I add an existing tag to many contacts?
Select the contacts in the list and click "Add tag" in the bar. In the window you can choose a tag or type a new one under "Or create a tag".
How do I give a single contact a tag?
Open the contact and click "Add tag". There you choose an existing tag or click "+ Create tag", type the name and click "Create".
Can I rename or delete a tag later?
Yes, in "Manage tags". Renaming and deleting apply to all contacts with this tag at once, and the contacts themselves are kept.
Can contacts see the tags I give them?
No, tags only exist in your SmartChat account. In WhatsApp, your contacts only get the newsletters that fit them.
Does a tag cost credits?
No. Tags are included in every plan and don't cost any credits.
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