- Labels allow you to classify chats by customer type or purchasing phase.
- You can create up to 20 custom labels with names and colors.
- Applying labels makes it easier to track orders and improves customer service.
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 for achieving this is labels . These allow you to filter, segment, and manage chats more efficiently, resulting in better customer service and increased productivity. If you need more information on how to organize chats in WhatsApp , this article may be helpful.
However, despite being a built-in feature of the app, many still don't know how to get the most out of these labels. From creating and applying them correctly to using them for sales processes, this article explains in detail how to organize your customers using labels in WhatsApp Business.
What are labels in WhatsApp Business?
Labels in WhatsApp Business are a feature that allows you to categorize chats or contacts based on different criteria, such as order status, stage of the purchase process, or customer type. It works like 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 workflow and structure. These classifications greatly facilitate tracking customers and their orders , as well as segmenting 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 a distinctive color to each label to make it even easier to identify visually. 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 existing tags at some point. Fortunately, you can also easily edit, rename, or delete tags .
The steps to edit a label are as follows:
- Open WhatsApp Business and go to Cat.
- Swipe down until you see the option Tags.
- Balance 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's essential to structure them strategically . There are many 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 precisely . For 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 identifying customers based on these stages, 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 software.
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 outstanding payments, you can send them a message like, “Hi, your order is ready. When is a good time for you to pick it up or make the payment?”
Delivery confirmation: Once the order has been delivered, you can ask the customer about the quality of the product or service, using messages such as: “Did everything arrive okay? Is there anything we can improve?” This can help you implement a product feedback strategy.
Simple surveys: Use tags to request reviews or feedback. This improves the user experience without resorting to lengthy forms.
Targeted promotions: Create a label with your most loyal customers and send them exclusive promotions to reinforce 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 helps reduce inbox chaos and keep daily operations under control.
WhatsApp Business labels are more than just a visual feature. Used correctly, they can become an effective organizational system that centralizes customer management, improves communication with them, and optimizes sales team resources. Whether you're in 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.
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