🏷️ Chatavise Lesson: Creating & Using Tags in the Mobile App

In this lesson, we’ll walk through how to create, add, and remove tags from:

• Keywords
• Contacts
• Workflows

We’ll also explore the main Tags page and highlight a few powerful ways tags can enhance your follow-up and messaging strategy in Chatavise. Let’s dive in!

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🔠 Creating & Managing Tags for Keywords

1. Open the menu and go to the Marketing section
2. Tap Keywords
3. Find the keyword you created in the previous lesson and tap Edit
4. Scroll down and tap Tags

From here, you can:

• Toggle on existing tags to attach them
• Remove tags by toggling them off
• Create new tags:
  • Tap into the search bar
  • Type a new tag (e.g., Ron's Networking Relationships 1)
  • Tap the plus (+) icon to create and assign it

✅ You’ve now created, added, and removed a tag from a keyword.

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👤 Creating & Managing Tags for Contacts

1. Go to Chats
2. Tap a specific contact thread
3. Tap Tags at the bottom

Here, you can:

• Remove existing tags by toggling them off
• Search for and add existing tags
• Create new tags (e.g., LMS Example 1) by typing and tapping the plus (+) icon

🏷️ The newly added tags are now linked to this contact.

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🔁 Creating & Managing Tags in Workflows

1. Open the menu, go to the Automation section, then tap Workflows
2. Select the workflow you want to edit and tap the blue edit icon
3. Tap Actions, then Add Step
4. Under Platform, select Chatavise
5. Choose Action #2 – Assign Tags to Contact

Options:

• Check/uncheck existing tags
• Search and assign tags (e.g., LMS Example 2)
• Create new tags (e.g., LMS Example 3) by typing and tapping plus (+)

🔄 To remove a tag, you can either:

• Uncheck the tag within the step and save
• Or delete the step entirely

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📁 The Main Tags Page

1. Tap the menu and go to the CRM section
2. Tap Tags

What You Can Do:

• Tap the blue plus (+) icon to create a tag (e.g., LMS Example 4)
• Tap Edit on any tag to:
  • Rename it (e.g., change LMS Example 4 to LMS Ex4)
  • Tap Update to save changes

Using the Funnel (Filter):

• Tap the funnel icon to filter tags by creation date
• Example: Filter from January 1, 2024
• Tags are sorted by how many contacts are assigned—most at the top

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🔍 Tag Associations & Restoration

1. Tap Edit on a tag
2. Tap Associations at the bottom to view:
   • Other tags those contacts have
   • The contact list under that tag

You can also:

• Tap the message icon to jump into a chat with a tagged contact
• Tap the trash can to deactivate a tag (it will disappear from the main list)
• Restore it by:
  • Searching the tag name
  • Tapping Edit, then Restore

🔁 Chatavise hides (not deletes) deactivated tags—easy to recover!

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💡 2 Powerful Use Cases for Tags

1. 🔍 Filtering Your Inbox by Tag

1. Tap Chats
2. Tap the filter icon
3. Select Tags
4. Choose a tag (e.g., Health & Wellness Expo) and tap Apply

🎯 Your inbox now shows only contacts from that event—perfect for focused follow-ups.

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2. 🎯 Segmenting Campaign Audiences with Tags

1. Tap Campaigns under Marketing
2. Tap the plus (+) to create a new campaign
3. Tap Select Contacts – you’ll see all available contacts (e.g., 716)

Use Filters:

• Tap the filter icon
• Include by tag (e.g., Ron’s Networking Relationships) → reduces list to 574
• Exclude by tag (e.g., April Events) → narrows it further to 558

Now, when you Select All and create a message, you’re reaching only the right people.

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✅ Summary

You now know how to:

• Create, add, and remove tags for keywords, contacts, and workflows
• Navigate and manage the Tags dashboard
• Use filters and associations to manage tags effectively
• Leverage tags for:
  • Focused inbox filtering
  • Targeted campaign segmentation

🎯 Tags are one of the most powerful features in Chatavise, helping you organize, target, and follow up like a pro.

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See you in the next lesson—where we’ll continue unlocking the full power of Chatavise!

In this lesson, we’ll walk through how to create, add, and remove tags from keywords, contacts, and workflows. We’ll also go over the main tags page and visit a few other ways that tags make Chatavise very powerful. So let’s get started.

Let’s start by creating a tag for the keyword that we made in the previous lesson. Let’s click on the menu button, scroll down to the marketing section, and click on keywords. Find the keyword that we made from the previous lesson and then press the edit button. At the bottom of the screen, click on tags. Here, if the tag already exists that you want to use for this keyword, simply turn it on like so. Now, I don’t want to use that tag, so I’m actually going to remove it by clicking on the toggle again. Instead, I’m going to search. Click on the search or add new tag bar at the top, and I’m going to write Ron’s Networking Relationships. And as you can see, I can simply click on the tag that appears because of the search that I made. But if I add a 1 to it like this, this tag doesn’t exist, so a plus sign will appear. I can click on it, and it will create the tag. Then I can click on the toggle to attach it, and I can turn it off like so. Again, I can search for it by typing it in like this and choosing the toggle. You now know how to create, attach, and remove a tag from a keyword.

To create, add, or remove a tag from a specific contact is fast and easy. To start, let’s go to the chats page and click on the specific contact message thread that you want to work with. At the bottom of the screen, click on tags. Here, you can see all the tags that are assigned to that contact. You can remove the tag like so by just clicking on the toggles.

Now to add a tag, I can search for it like so. Here’s the tag that we created from the previous section of this lesson. I’m going to click on it, and I have now attached that tag to this specific contact. I can also create a tag by typing it in, and I’m going to create LMS Example 1. The plus sign appears at the top right in the search bar. By clicking on it, it creates that tag. And then, to attach it, I can turn on the toggle. Here I can see the two tags that are now assigned to that specific contact.

To create, add, or remove tags from a workflow, let’s click on the menu button. Then let’s scroll down to the automation section and click on workflows. Here, choose the workflow that you want to work with. Then press the blue edit button. Next to it, at the bottom of this screen, click on actions. Here, press on Add Step. For the platform, let’s choose Chatavise. There are 16 available actions on this screen, but we’re going to press on action number two, Assign Tags to Contact. Now we see the list of available tags that we can checkmark like so and uncheck like so. We can also search for it. I’m going to choose LMS Example 2, then press Save. We have now added that tag to this workflow. The second way to do it is we can press this plus sign, choose the platform and select Chatavise, and again we’re going to choose option two, Assign Tags to a Contact. And now we can create a tag from scratch right here by typing it in: LMS Example 3. Then I’m going to press the plus sign and it will create the tag. I’ll checkmark it and hit Save to add it. To remove this tag from the workflow, I can delete the step entirely like so, or I can go in here, uncheck it, choose another one if I like, then press Save. And now, even though that step is there, there is no tag that’s going to be assigned. Because this is the case, I’m simply going to delete it. You now know how to create, add, and remove tags from workflows.

Now let’s visit the main tags page. We can do this by clicking on the menu button and going to the CRM section and clicking Tags. Here, we can create a tag from scratch by pressing the blue plus sign button. Here, I’m going to create the tag LMS Example 4, then press Save. Now we just created the tag. You wouldn’t usually do it this way, because you can create tags when you need them—just like we showed in the previous sections of this lesson when we created keywords, when we were working with a specific contact, and when we were working with workflows. But nevertheless, it might make sense to do this in a couple of scenarios. One that I can think of is if you’re making several tags back-to-back but you’re not quite sure how you plan on using them, but you know that you want to have them created nevertheless.

Let’s search for that tag that I just created, which is LMS Example 4. I’m going to press on this edit button here, and this allows me to rename that tag. So I’m going to rename it to LMS Ex4 and then I’m going to press Update. And just like that, that tag has now been updated to LMS Ex4. Now we’re going to go back to see all the tags that are created. We’re going to click on the funnel button at the top and then we’re going to choose a date range to work with. I’m going to choose January 1 of 2024, and then I’m going to press Apply. Here we can see all the tags that were created during that time frame and the contacts organized by their assigned tags. At the top here, we can see Ron’s Networking Relationships has 701 tags, because on this screen we organize it by the tag that has the most contacts at the top and then in descending order.

To go into this tag to get more information, let’s click on the pencil button, and then at the bottom let’s click on Associations. Here, we can see how this list of contacts has other tags tagged to them. Select Associations. On the bottom right, we can click Contacts to see the specific list of people tagged this way. At the top here, you’ll notice a trash can button. This will make that tag inactive. Just like that. And if we go back and click on Tags, and then I search—I’m just going to do All Time for the sake of time—and press Apply, you’ll see that Ron’s Networking Relationships is no longer there. Now at this point, I would normally be freaking out, but at Chatavise, we try not to delete things. We try to more hide them from your view to make it easy and convenient. So to find that tag, we can search for it by name. So Ron’s Networking Relationships appears here. If I hit this edit button to go in, I can restore it like such. And if I go back to the Tags screen—and again, I’m going to save time by clicking Show All Time, hit Apply—there are the contacts that are there again. If I go to this edit button, click Contacts, you’ll see a message button here. And if you click on it, it will take you to the message thread that you’re having with that specific contact. And just like that, you now know how to navigate through the main Tags page.

I’ll share two more ways that tags make Chatavise more powerful. To show this, let’s click on the menu button and click on Chats. Now, one of the things that makes a business texting platform different and way more useful than a consumer texting application like iMessage or Android texting is the ability to help you stay focused on the task at hand. I’m going to show you what I mean. When we go to the inbox here and we click on the filter button, we can see these options that will allow us to filter our inbox. We’re going to choose Tags here.

Now, I recently went to an expo back in April—the Health and Wellness Expo. Here, if I click on this tag and hit Apply, now my inbox is only showing me contacts that are tagged that way—hint: the contacts that I met at that event.

The second way I’m going to show you how tags are powerful is by clicking on the menu button, scrolling down to the marketing section, and clicking on Campaigns. Here, we’re going to have a specific lesson for campaigns, but I’m going to show you quickly what this has to do with tags. So we’re going to hit this plus sign, we’re going to choose Select Contacts, and we have 716 available contacts to send a mass text campaign to. What I’m going to do is press this filter button, and here we see Tags and Excluded Tags as a way for us to target our message to a specific audience. So I’m going to click on the Tags here, choose Ron’s Networking Relationships, which is people that I’ve had a one-on-one conversation with—either I shook their hand in real life or had a kneecap-to-kneecap conversation on Zoom. So by choosing them, I hit Apply Filter. Now that list went to 574 people. Those are the people that gave me permission to be able to text them at scale.

Now, if I click the filter button again and choose Excluded Tags—let’s say I want to exclude everyone that I met in the month of April—like so, and hit Apply, now my list is 558. So if I hit Select All, create message, and work on the message that I want to send them, I’m only targeting the people that I’ve met but excluding the people that I met at events in April.

This is how tags make targeting your audience and staying focused on your follow-up activities very easy to do. You now have a really great foundational understanding of how to use tags. I’ll see you in the next lesson.