How to effectively organize customers with labels on WhatsApp Business

In the business world, maintaining effective and organized communication with customers is key to providing quality service. For those who work with WhatsApp Business, one of the best tools to achieve this are the labels. These allow you to filter, segment and manage chats more efficiently, which translates into a best customer service and increased productivity. If you need more information on how organize chats on WhatsApp, this article may be helpful to you.

However, despite being a feature built into the app, many people still don't know how to get the most out of these tags. From how to create them and apply them correctly to how to use them in sales processes, In this article, we'll tell you in detail how to organize your customers using labels in WhatsApp Business..

What are labels in WhatsApp Business?

The Labels on WhatsApp Business They are a functionality that allows classify chats or contacts based on various criteria, such as order status, phase of the purchasing process, or customer type. It works as a categorization system similar to the labels we use in emails.

By default, the application comes with five predefined labels:

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

However, you can create up to 20 additional custom labels to suit your business's workflow and structure. These Ratings make it much easier to keep track of customers and their orders., as well as the segmentation of broadcast messages.

How to create new labels step by step

Creating your own custom labels takes no more than a couple of minutes. Follow these steps to do so from the app:

• Open WhatsApp Business and go to the section Configuration.
• Choose Tools for the company and then enter Tags.
• In the upper right corner, press the “+” icon to add a new tag.
• Enter the tag name and click on Save.

You can also assign it a distinctive color to each label to make it even easier to visually identify. Simply select the label you created and choose Assign color.

How to label chats and contacts

Once you've created your custom labels, the next logical step is to start applying them to your chats. There are two ways to do this:

1. Tag a contact from the overview:

• Press and hold the chat of the customer you want to assign a label to.
• From the top bar, tap the label icon.
• Select the corresponding labels and press Save.

2. Tag from within the chat itself:

• Open the customer chat.
• Click on the three vertical dots in the upper right corner.
• Choose More & AFTER Tag chat.
• Choose one or more labels and confirm.

After this, the customer will be associated with that category, and you can easily locate them based on the criteria you've defined.

How to edit or delete existing tags

Sales and customer service operations are constantly changing, so you may need to adjust the labels you've already created at some point. Fortunately, you can also edit, rename, or delete tags no problem.

The steps to edit a label are as follows:

• Open WhatsApp Business and go to Cat.
• Swipe down until you see the option Tags.
• press Edit and select the label you want to modify.
• You can change the name, color or delete it as needed.

This gives you complete freedom to keep the classification structure within your business up to date.

How to organize tags by customer type or purchasing phase

For labels to be truly useful, it is essential structure them with strategic senseThere are a wide variety of ways to classify customers, but here are some you can apply depending on your company's needs:

Segmentation by customer type

This method involves identifying customers based on their profile or relationship with your company. Examples of tags you could use include:

• Recurring customers
• New clients
• Distributors
• Internal staff
• Event attendees

This type of organization allows you to send messages more preciselyFor example, if you plan to launch an exclusive promotion for regular customers, you can do so without sending the message to your entire database. For more tips on how to Use hashtags on Instagram, check out this other article.

Segmentation by phase of the purchasing process

Sorting by sales process stage is also an effective strategy for improving conversion. Some recommended tags are:

• Visited the catalog
• Order started
• Pending payment
• Payment Confirmed
• Shipment on the way
• Delivery completed

By having identified customers based on these phases, you can make more agile decisions such as sending reminders, activating promotions, or requesting feedback. This practice is similar to what is done in sales management programs.

Examples of practical use of labels

If you want to get the most out of WhatsApp Business tags, you can create customized strategies optimized for your business. Here are some examples:

Payment reminder: If you have a list of customers with pending purchases, you can send them a message like, "Hi, your order is ready. When is a convenient time for you to pick it up or make payment?"

Delivery confirmation: Once the order has been delivered, you can ask the customer about the quality of the product or service, using messages like: “Did everything arrive safely? Is there anything we can improve?” This can help you implement a strategy for improving the quality of the product or service. product feedback.

Simple surveys: Use tags to request reviews or feedback. This way, you can improve the experience without resorting to lengthy forms.

Targeted promotions: Create a tag with your most loyal customers and send them exclusive promotions to strengthen loyalty.

Benefits of organizing with labels in WhatsApp Business

The correct use of hashtags has multiple advantages for any business that uses WhatsApp as a communication channel:

• Improve customer experience by receiving more personalized and faster attention.
• Increase productivity of the team by facilitating the tracking of sales and pending tasks.
• Allows segmentation of broadcast messages for more effective communication.
• Makes it easier to sort chats, avoiding saturation and loss of important information.

Implementing this functionality allows reduce inbox chaos and keep daily operations under control.

WhatsApp Business labels are more than just a visual feature. Used correctly, they can become a effective organizational system It centralizes customer management, improves customer communication, and optimizes sales team resources. Whether you're dedicated to e-commerce, offer services, or manage a professional contact list, this tool gives you a clear advantage over those who don't use it strategically.