Tags and custom fields
Structure your audience so filters and campaigns can use it.
Use tags for shared labels you will filter by (vip, wholesale) and custom fields for per-contact values (a date, a count, a city). Fields are created under Settings, then Custom fields and show up in filters, template variables and the inbox.
Two tools keep an audience organised: tags (free-form labels, many per contact) and custom fields (typed, one value per contact).
Custom fields
Create them under Settings, then Custom fields. Each has a name and a type:
| Type | Example |
|---|---|
| Text | Preferred store: "Koramangala" |
| Number | Lifetime orders: 12 |
| Date | Membership expiry: 15 Mar 2027 |
| Boolean | Newsletter subscriber: yes |
| Email / Phone | Alternate contact details |
Where they pay off
- Filters: build audiences like "tag
vipand membership expiry within 30 days". - Template variables: personalise campaigns with field values, not just names. See Create message templates.
- Inbox context: agents see the fields in the contact panel while chatting.
vip, wholesale), make it a tag.Common questions
How many tags can a contact have?
As many as you need. Keep the vocabulary small and consistent, though; ten well-chosen tags beat a hundred one-offs.
Can I rename a tag everywhere at once?
Yes. Tags are managed centrally under Conversation Assets, then Tags; renaming applies everywhere the tag is used.
Still stuck?
Raise a ticket or chat on WhatsApp. We typically reply within 24 hours.