Add Tags to Customer Contact

After understanding how to add a classifier, the next question is: how do you add tags to your Customer Contacts?. You can add tags to customer contacts either through the Customer Contact page or via the Customer Support page.

Ensure the classifier setting in the 'Contact' field is set to 'True'.

On the Customer Contact page, select the contact you want to tag. A 360 Customer View pop-up will appear. Scroll down and click 'Select Tags' to add a tag to the contact. Choose the desired tag, then click the 'Edit Tags' button to save. Once saved, the tag will be displayed under the Contact Tagging section in your 360 Customer View.

Tags on Customer Contact

You can also add tags to a Customer Contact through the Customer Support page. Select the desired ticket, then click on the customer's avatar. A 360 Customer View pop-up window will appear. Scroll down and click 'Select Tags' to add a tag to the contact. Choose the desired tag, then click the 'Edit Tags' button to save.

Tags Customer Contact on Ticket

Note: Automatic tagging is not currently available for customer contacts.