Tags
Tags emerge as invaluable tools for enhancing customer interactions and managing diverse sets of data. Tags can be applied to customer profiles, interactions, and support tickets, providing a granular level of categorization. By assigning descriptive tags such as "VIP Customer,"Product Inquiry," or "Urgent Issue," organizations can swiftly identify and prioritize customer needs. This not only streamlines customer support workflows but also enables targeted marketing and personalized engagement strategies. The flexibility of tags in the Ephanti CES system allows the user for the adaptation to evolving customer trends and preferences, fostering a more responsive and customer-centric approach. Whether organizing customer feedback, tracking specific service requests, or segmenting customers for tailored outreach, the strategic use of tags enhances the efficiency and effectiveness of customer engagement in the application.
How To Create A Tag
To create a tag,
Go to "Settings -> Tags".
Click on the +New button. A modal appears in the middle of the screen.
Enter a tag in the given textbox, and then, click on "OK".
The created Tag will be displayed in the tags view page.
Now, this tag can be used anywhere like contacts, accounts, templates, target groups, campaigns, etc.
The number of times a tag is used can vary depending on the usage of tags, which can be tracked easily in the tags view page.
However not all the users who have access to the application can create or modify tags. Only the manager (admin of the organization) has full access to create, modify or delete tags. Other users with limited access will have controlled permissions based on their roles and responsibilities.