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09. How to create and assign labels to contacts in Zenvia Customer Cloud
3 min
Created by Leonora Alves on 10/4/2024 5:00 PM
Updated by Leonora Alves on 10/4/2024 5:14 PM

With labels, it is possible to group and categorize the contacts in your database according to your organization's needs. 

For example, you can segment customers based on their relationship with the company, such as potential leads, business partners, and/or suppliers. These labels allow you to filter the contact list or send bulk messages.

To create a new label:

  1. Go to Contacts > Contact Base;

  2. Click on Create Labels > + New Label;

  3. You can assign a color to the label by clicking on the icon to customize the identification;

  4. Give the label a name;

  5. Click on the checkmark .

After creating a label, you can assign it to contacts.

Assign a label to a contact

You can label a contact in the contact base or in a specific contact.

In the contact base:

  1. Check the box next to the contact(s) you want to label;

  2. At the top of the contact list, next to the number of selected contacts, click on Label;

  3. Select an existing label or click on + New Label to create a new one;

  4. Click on Apply Label to confirm.

In the specific contact:

  1. Click on the contact to which you want to assign the label;

  2. In the contact profile, locate the Labels field;

  3. Select an existing label or click on + New Label to add a new one.

Labels that have already been created can be edited and/or deleted both in the contact base and directly in the contact monitor:

  • To change the name or color of the label, click on the edit icon pencil.png next to the desired label;

  • To delete a label, click on the trash can icon. The deletion is permanent, and all contacts assigned to that label will lose that categorization.

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