Use the Contacts List efficiently – Tidio

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 list 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
How to populate segments automatically

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.

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You can also tag tickets in your Help Desk, using the Add ticket tag option:

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.

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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.

In this example, we want to segment all contacts whose country is Ireland and, at the same time, they have unsubscribed at some point:

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Please keep in mind that, at this moment, creating segments is only possible by using filters. Contacts for segments cannot be chosen manually. When you choose contacts manually, the whole segment will be copied.

Once you set all the filters, click the blue save the segment button. Name the segment as you like:

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The new segment will appear on the left in your contacts panel, available for you to access at any time:

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To delete a segment, move your mouse onto the segment's name and a trash can icon will appear. Click on the icon and the segment will be deleted.

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Populating segments automatically

If you'd like to hire your flow 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:

1. First of all, you should create the Contact Property you need (if it doesn't already exist). You can read more about doing so in this article. In this example, we'll be using the Has purchased property, in order to segment customers who have completed a purchase.

2. Add the Contact Property filter in the contacts list and set the value you need:

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3. Save your new segment and provide a name that is appropriate:

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Create a flow that collects an email address from visitors (as this is necessary for new contacts to be created in your list) and then applies the Contact Property you want. You'll need to use the Update Contact Property action for that; here's what it can look like:

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Done! Now the contacts collected by this flow will automatically save into your new segment as well. That's because a contact is getting the Contact Property (and value) you specifically selected for your segment, ensuring they will be immediately listed in that segment.

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