Use Contacts List Efficiently

Effectively managing your contact list is crucial for optimizing your business. In this article, we will explore various techniques and features to help you make the most out of your contact list. Be sure to check out our related article on the contacts section for additional information. 

In this article, you'll learn:

• How to tag your visitors
• How to search for visitors from the list
• How to create segments

Tag your visitors

Tagging your visitors allows for quick and easy identification in the Contacts list. During conversations, you can attach special tags to your website visitors, located on the right side of the Conversations panel.

This option proves useful when you need to identify visitors you should follow up with via email or prioritize for future interactions.

Search for visitors in the list

You can utilize filters to search for specific groups of visitors in your contact list. A variety of filters are available, such as: city, name, country, browser language, and more.

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.

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, choose which contact you'd like to add by adding filters to the list of all contacts. 

Once you set all the filters, click the blue save the segment button. The new segment will appear on the left in your contacts panel. 

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.

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:

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.

First, the Chatbot asks for the visitor's email...

 ... and then the new contact is placed in your custom segment