Label Contacts

Adding Tags /Labels to contacts

Adding Labels and editing the contact details

Adding Tags to contacts helps you organize, filter, and target specific groups of users more efficiently. Below are the steps on how to add tags to contacts :

1. Go to the Contacts section in the Mercuri CX dashboard and select the desired contact.

2. A side panel will appear on the right.

3. In the side panel, click on the plus (+) icon next to the Tags section.

4. Enter the relevant tags (e.g., Schedule a meeting, Send details) and press Enter to save.

These tags can be used later to segment contacts and send targeted messages easily.