Tags and custom fields
Group customers with colour tags and store extra details with custom fields.
Go to Settings → Fields & tags.
Tags
Tags are colour-coded labels, such as "VIP", "Wholesale" or "Penampang branch". Use them to:
- filter the Inbox and Contacts list,
- choose who receives a broadcast,
- trigger automations, for example when the tag "Interested" is added.
To create one, type a name, pick a colour and click Add tag. Deleting a tag removes it from every contact.
You can add tags to a customer from the Inbox contact panel, the contact page, or an automation.
Custom fields
Custom fields store extra information on every contact, such as "Birthday", "Branch" or "Lead source".
- Under Custom fields, type a field name and click Add.
- The field now appears on every contact's Custom fields tab.
- Fill it in by hand, or set it automatically with the Update Contact Field automation step.
Custom fields can also be used to pick a broadcast audience, for example "Branch is Kota Kinabalu".
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