How to organize clients with labels in WhatsApp Business

  • Labels in WhatsApp Business allow you to organize contacts and improve customer management.
  • You can create, edit, and delete labels based on your business needs.
  • Organizing tags by customer type or order status makes for better management.
  • Using labels improves customer service and optimizes your sales strategy.

WhatsApp Business Tag

WhatsApp Business It's an essential tool for any business that manages customers through this messaging platform. Chat organization can become chaotic if proper methods aren't employed, and this is where chat management comes into play. labelsThanks to them, it's possible to categorize conversations and improve efficiency in customer management.

Throughout this article, we will see in detail how to create, modify and get the most out of the labels on WhatsApp Business. In addition, we will learn advanced strategies to segment customers and optimize service through this functionality. If you are interested in a broader approach to How to optimize your company profile on WhatsApp Business, we invite you to continue reading.

What are labels in WhatsApp Business?

The labels In WhatsApp Business, these are a feature that allows you to categorize and organize customer chats according to different criteria. This helps keep your inbox organized and makes it easier to identify contacts based on their status in the sales process.

WhatsApp Business offers some default labels, such as:

  • New client
  • New order
  • Pending payment
  • Paid
  • Order completed

In addition, the platform allows you to create up to 20 personalized labels to adapt to the needs of each business.

How to create labels on WhatsApp Business

If you want to customize the organization of your chats, you can create new labels by following these steps:

  • Open WhatsApp Business and go to the section Configuration.
  • Select option Tools for the company.
  • Press on Tags and then in Add new tag.
  • Enter a name for the new label and save it.

In this way, you can better segment your contacts and manage interactions more effectively. For better management, you can also check out how send messages to multiple contacts at the same time on WhatsApp.

How to label conversations on WhatsApp Business

Label chats in WhatsApp Business

Once you've created the labels, the next step is to assign them to customer chats. To do so, follow these steps:

  • Open WhatsApp Business and long press on the chat you want to label.
  • Click on the icon label that appears at the top.
  • Select the desired label or create a new one.
  • Save the changes and the conversation will be stored under that label.

There is also the option to label a chat by accessing the three-dot menu in the upper right corner and selecting the option Tag chat.

How to edit and manage labels on WhatsApp Business

Managing labels on WhatsApp Business

If at any time you need modify or delete a label, you can do it as follows:

  • Access the section Configuration on WhatsApp Business.
  • Sign in Tools for the company and select Tags.
  • Select the label you want to modify and click on Edit to change the name or color.
  • If you want to delete it, select the option Delete tag.

Remember that keeping your tags organized will help you better manage your customers and their interactions. You can also discover some best calendar apps that can help you with this task.

How to organize your tags to improve customer management

Woman with smartphone

To get the most out of your tags, it's a good idea to organize them strategically according to different criteria:

1. By type of client

If you have different types of clients, you can tag them based on their profile:

  • Potential customers: those who have shown interest in your products but have not yet made a purchase.
  • Returning customers: those who have already purchased previously and may be interested in special offers.
  • Distributors or partners: business contacts with whom you maintain a commercial relationship.
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2. By order status

Organizing labels by purchase status helps you better manage orders:

  • Order received
  • In preparation
  • Submitted
  • delivered

3. To improve communication

Labels can help segment messages and send notifications to specific groups:

  • Special offers: to send promotions to regular customers.
  • Payment reminder: for customers with pending payments.
  • Satisfaction survey: to collect reviews after a purchase.

Benefits of using labels on WhatsApp Business

Implementing labels in WhatsApp Business brings multiple advantages:

  • Time optimization: makes it easy to manage conversations without losing important customers.
  • Effective follow-up: allows you to organize contacts according to the status of the sale.
  • Personalized attention: Improves customer experience by providing faster, more targeted responses.
  • Better campaign planning: helps create marketing strategies based on customer segmentation.

Using labels in WhatsApp Business is a smart solution for efficiently organizing your conversations with customers. Applying them correctly not only improves business management but also optimizes response time and personalizes service. With a good labeling strategy, you can offer a more agile and professional service, ensuring customer satisfaction and more structured business growth.

Related article:
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