Using TagsLast Updated: January 29, 2019
Drift has two types of tags: contact tags and conversation tags.
You can locate your tags in your settings by going to Conversations.
Here you can add new contact or conversation tags.
Contact tags vs. Conversation tags
Contact tags are tags that are associated with a person. Contact tags are used to surface important information in the conversations view and allow you to segment your database in Drift by hand-applied tags. You can apply a contact tag from any contact’s profile page.
This is the conversation preview in Drift where we surface tags for easy context. “Lead” is a tag I applied.
Conversation tags are tags that are associated with a conversation. Conversation tags are used to label a conversation under a specific topic so you can follow-up and count the number conversations associated with a topic. You can apply a conversation tag from any conversation page in Drift by clicking the little tag icon in your chat box.
You can add a conversation tag, in a conversation! Next to the Open/Close button there is a little tag icon, click there and choose your tag!
Filter Conversations and Contacts by Tags
In you contacts tab in Drift, you can filter contacts by tags by clicking on "Create a filter," and filtering by tags.
To filter conversations by tags in your inbox, click the status drop down and select "Custom Filter," choose your tag and apply.