Description: An essential tool for creating, customizing, and managing labels (tags) to apply to customer records, allowing quick classification and the activation of automated processes.
What is it for? (Practical examples)
This tool is fundamental for organizing and segmenting your customer base dynamically.
- Quick segmentation: Classify customers based on specific criteria (e.g., "VIP," "To be contacted," "High Potential") to quickly filter lists.
- Visual identification: Assign a specific color to each label to immediately identify a customer's status or category within lists.
- Communication automation: Link label changes to the automatic sending of specific emails (e.g., when a customer moves to the "Inactive" status).
Main features
The module allows managing the entire lifecycle of labels used for customers.
- Creation and Editing: You can define new labels or modify existing ones through an intuitive configuration panel.
- Customization: Each label requires the following attributes:
- Label name: The name that will be displayed (mandatory field).
- Description: A detailed explanation of the label's purpose (mandatory field).
- Color: A distinctive color for quick visual identification (mandatory field).
- Ordering: It is possible to define a numeric
Ordervalue to establish the sequence in which labels appear in lists and dropdown menus. - Fixed Label Management: The system manages some predefined (fixed) labels that cannot be deleted, ensuring internal process stability.
- Customer Association: The created label can be applied to one or more customers. Deleting a label automatically removes all references to it from customer records.
How to configure
Labels are configured by filling out a detail form.
| Field | Description | Mandatory |
|---|---|---|
| Label name | The identifying title of the label. | Yes |
| Description | Complete explanation of the intended use of the label. | Yes |
| Color | Color selection via a visual picker (color picker). | Yes |
| Order | Integer number defining the label's position in lists. | No |
Automatic integrations
This tool integrates directly with the communication system to automate notifications.
Customized email notifications
It is possible to configure, for each label, the automatic sending of emails triggered when a customer is associated with that label (or when their status is updated).
- Multilingual content: You can define the subject and body of the message in different languages, ensuring communication is appropriate for international customers.
- Predefined templates: The system uses basic notification templates that can be customized to reflect content specific to status changes or label application.
Key differences
This tool is specifically designed for the persistent classification of customers. Unlike temporary tools (such as surveys or internal notes), labels are meant to segment the database and serve as triggers for long-term business processes.
