Add tags, attributes and guests to a conversation
Tags, attributes and guests are three features of Bottle Chat found in the Customer Profile.
Video Overview:
What are tags and how can I use them?
- Tags can be added to a conversation under info in the customer profile.
- Tags are typically descriptors that let you identify the customer as part of a larger segment.
- For example, a tag of "Employee" would let you sort and find any employees with that tag.
- You can send scheduled messages to contacts with a specific tag.
- You can also search by tag in the search bar in the Bottle Messenger.
What are attributes and how can I use them?
- Attributes let you create specific characteristics to define a customer.
- For example, you may want to create a key called "City" with a specific value of "New York".
- You can then use attributes in rules or as part of a message.
- Using the above example, you might create a message using the above attribute. "Hey there - how is the weather in {{{city}}}?". The recipient would then receive the message as "Hey there - how is the weather in New York".
What are guests to a conversation?
- You can add guests to a conversation.
- When a guest is added to a conversation, they are added to the conversation.
- Guests will receive messages and be able to respond to messages with the recipient.
- Adding Guests is similar to creating a group message.