Manage chatbot subscriber tags

Using tags, you can organize and store the necessary subscriber information, including their orders and preferences, to personalize interactions with each subscriber or a group of subscribers based on specific filter criteria.

In this article we will talk about how to create and manage audience tags.

A tag can only have a string value of up to 32 characters. You can use tags for additional filtering and segmentation of subscribers. Read more: How to assign tags to chatbot subscribers.

Assign a tag

Manually, via Audience (for one contact) Go to the Audience tab. Under the Tags column, click the box next to the desired contact, and enter the tag value.
Manually, via Audience (for contact list) Go to the Audience tab. Select the desired contacts, click Add Tag, and enter the tag value.
Manually, when chatting with a subscriber Go to Conversations, and click on the desired contact. In the right panel at the bottom, in the Specify tag field, enter the value of the tag.
Automatically, using the Action: Add Tag element You can configure a tag to be assigned to each contact that has passed through the flow element.

Switch to the flow editing mode. Add the Action element. Select the Add Tag action, enter the tag value.

The Add tag to contact API method Used to create external integrations.

Send a POST to https://api.sendpulse.com/messenger/contacts/setTag.

In the header of the request, add the authorization token. In the body of the request, add the contact ID and the tag itself.

Substitute the desired request endpoint for each social network:

messenger, telegram, instagram, whatsapp, livechat.

Edit a tag

To edit a tag name, go to the Bot settings section > Tag tab. Click on the pencil icon, and change the name.

Note that these changes apply to all of your chatbot subscribers. If you used variables in your chatbot flows or scheduled campaigns, you will need to change the variable yourself.

Delete a tag

You can delete a tag in the audience, in a chat with a subscriber, or via the Delete Contact Tag API method.

Go to Audience, hover over the tag you want to delete next to the desired contact, and click on the cross.

Go to Conversations, and click on the desired contact. In the tag field, hover over the desired one, and click on the cross.

You can delete an assigned tag from all subscribers. Go to the Bot settings section > Tag tab, and click on the trash icon next to your tag.

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