Welcome to Aloware Tags FAQs!
Discover how Aloware's tag-based system revolutionizes contact organization. Explore categorizing contacts, creating dynamic groups, and leveraging contact insights for powerful contact management. Clean up your contact list, enhance interactions with specific groups, and maximize client relationships.
This resource will guide you through Aloware's tag-focused contact management, enabling better decision-making and increased value from handling your contacts.
Let's dive in and transform the way you think about and use contact management in Aloware!
General
What are Tags in Aloware?
Tags in Aloware are tools that allow you to categorize and segment your contacts, helping you manage and understand their business value. They enable efficient contact organization, making it easier to track intent and identify lead sources.
How can Tags be used in Aloware?
Tags can be used to filter the Dashboard, derive insights from reports, enroll contact groups into Sequences, Power Dialer, or Broadcasts, and filter reports based on various criteria.
Can Tags help in tracking contact intent and lead sources?
Yes, Tags in Aloware can be used to track contact intent (e.g., Interested, Not Interested) and understand lead sources (e.g., ZoomInfo, Manual Upload, WebForm).
Different Tag Types
What are the different types of Tags in Aloware?
Aloware offers Communication Tags (for categorizing communications like calls, SMS, email, and fax), Contact Tags (for categorizing and organizing contacts), and Import Tags (automatically assigned to imported contact lists for easy identification).
Tags Page
What information does the Tags page display?
The Tags page displays ID, Date of creation, Color for visual identification, Name (label or title), Description (optional), # of Contacts associated, and Operations for admin actions.
How can I split high-contact tags in Aloware?
The "Splitting Tags" feature allows you to divide high-contact tags into smaller groups. The split button appears if there are more than 50 contacts associated with the tag. It appends a "page-x" to separate from the parent tag while keeping the parent.
Can I assign contacts to users or ring groups using Tags?
Yes, you can assign contacts by User or Ring Group. For User assignment, select the tag, click "Assign Contact," choose the user, and click "Assign List." For Ring Group, select tags, choose the Ring Group, and click "Assign.
Creating New Tags
How do I create a new tag in Aloware?
To create a new tag, navigate to the Tags page, click "+Add Tag," provide a name, choose a color, specify if it's a contact or communication tag, and click "Add" once satisfied.
Can custom tags be created in Aloware?
Yes, Aloware allows you to create custom tags to further streamline your business operations.
Are there specific steps to follow when creating a new tag?
Yes, navigate to the Tags page, click "+Add Tag," provide name and color, choose tag type, and click "Add" to create a new tag in Aloware.
General Overview in Aloware Talk Tags
What is the purpose of Tags in Aloware Talk?
Tags in Aloware Talk are handy assistants for managing and sorting contacts efficiently. By attaching tags to contacts and communication records, you can easily categorize them based on their business value, simplifying communication management and interaction tracking.Can Tags be used for both contacts and communication records in Aloware Talk?
Yes, Tags can be attached to both contacts and communication records in Aloware Talk.
Different Tag Types
What are Communication Tags in Aloware Talk?
Communication Tags in Aloware Talk help label interactions such as calls, SMS, emails, and faxes, providing a quick way to identify the nature of past communications.
How are Contact Tags used in Aloware Talk?
Contact Tags are assigned to individual contacts to classify and organize them based on specific criteria, making it easier to locate and work with contacts efficiently.
The Tags Page
What information is displayed on the Tags page in Aloware Talk?
The Tags page displays the unique ID, name, date of creation, optional description, the count of communications associated with the tag, and actions available to admins, such as assigning contacts, adding leads to the Power Dialer, enrolling in sequences, and tag deletion.
Using Tags in Aloware Talk
How do Tags help in Power Dialer and Sequence enrolment?
Tags play a role in Power Dialer and Sequence enrolment by allowing you to categorize contacts appropriately, making it more efficient to manage dialing lists and sequences.
Can Tags be used for filtering contacts and communication logs in Aloware Talk?
Yes, Tags can be used to filter communication logs and contact lists, helping users quickly locate specific groups of contacts or interactions.
Is tag management an administrative function in Aloware Talk?
Yes, managing tags is an administrative function in Aloware Talk and is not accessible to agents.
Creating Contact Tags
How can I create a new contact tag in Aloware Talk?
To create a new contact tag, navigate to the Tags menu, click "+Add Contact Tag," provide details such as name, color, category (contact or communication), optional description, and click "Add" to save.
Can multiple contacts be added to a contact tag at once?
Yes, after creating contact tags, navigate to the Contacts menu, select the desired contact, click "Modify Tags," and choose the applicable account tags. The tag will be automatically saved to the contact's information.
Enrolling Tagged Contacts to Sequences and Power Dialer
How can I enroll tagged contacts in a sequence in Aloware Talk?
In the Tags page, click the three-dot menu, select +Enroll Contacts, choose a sequence from the drop-down list, and click "Enroll Contacts." Verify the enrollment in the Sequence menu.
Can multiple tagged contacts be enrolled in a sequence at once?
Yes, to enroll multiple tagged contacts in a sequence, select the box of the tags you wish to enroll, click "Enroll Contacts," and follow the steps for individual tag enrollment.
How do I add tagged contacts to the Power Dialer in Aloware Talk?
Click the three-dot menu, select Add to Power Dialer, choose the user and Power Dialer List, configure additional settings, and click "Add Tasks." Verify the contacts in the Power Dialer menu.
Is it possible to enroll multiple tagged contacts in the Power Dialer at once?
Yes, to enroll multiple tagged contacts in the Power Dialer, select the box of the tags you wish to add, click "Add to Power Dialer," and follow the steps for individual tag enrollment.
Deleting Tags in Bulk
How can I delete tags in bulk in Aloware Talk?
Select the tags you want to delete and click "Delete." Note that deleting tags will remove them from all contacts and communications.
Assigning Contact Owners in Contact Tags
How can users be assigned as contact owners using Contact Tags?
Users can be assigned as contact owners using Contact Tags in two ways: by user or by ring group. For user assignment, select the tag, choose the user, and click "Assign." For ring group assignment, select the tag, choose the ring group, and click "Assign."
Creating Communication Tags
How do I create a new communication tag in Aloware Talk?
In the Tags menu, under the Communication Tags tab, click "+Add Communication Tag," provide details such as name, color, category (communications), optional description, and click "Add" to save.
Tagging Communications in Aloware Talk
How can communications be tagged in Aloware Talk?
Navigate to the Communications menu, select a communication, click the arrow-down, find the Tags section, click "+Add Tags," select the appropriate account tags, and the selected tag will be automatically saved.
How can I verify communications associated with a specific tag?
Go to the Tags menu, navigate to the tag, click the redirect button under the Actions column, and you will be redirected to the Communications menu, allowing you to verify associated communications for a specific tag.