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How to create and configure custom labels within WhatsApp Business to better organize our clients? Step by step guide

Organization is a fundamental aspect when you have a company, so it is very convenient to have tools that facilitate order. In this case, WhatsApp Business is more than an instant messaging platform.

It is an option that serves not only to communicate directly with customers, but also includes a series of functions that will help you get organized. All of this is possible through use of labels.

They are ideal to locate conversations in a practical and fast way. Therefore, we will teach you step by step How to create and configure custom labels within WhatsApp Business to better organize customers ?.

What are custom labels and what are the advantages of using them in WhatsApp Business?

Basically custom WhatsApp Business labels They’re a new way to locate and organize conversations in a more simplified way. A very interesting feature is that this function is integrated into the app’s search engine. This means that just as you can search for contacts or specific content within a chat on WhatsApp, you can locate the tags from the search engine.

In summary, works as a kind of chats grouping system. It is worth adding that, each of them, can be customized by color and name, depending on the purpose they serve. For example, you might want to mark conversations as “pending” or “Finished” through the use of labels. These are controlled from a specific menu.

Learn step by step how to create and configure custom labels on your WhatsApp Business contacts

Learn step by step how to create and configure custom labels in your WhatsApp Business contacts

With the labels you can sort chats and messages, to access them more easily. In addition, they can be customized with different colors and can be entered in specific chats or messages.

We will teach you how to take advantage of them on WhatsApp:

Apply labels

  • Long press the message or chat to tag.
  • Press in the option of Tags.
  • Add a existing or a new one.

One thing you should know is that you can create a maximum of 20 labels.

Locate tagged content

  • Go to the tab Chats.
  • Once there, select on More options.
  • Login to Tags.
  • Click on the label what you want.

What’s more, in the tab corresponding to Chats You can click on the profile photo of a contact or on the icon of a group, and thus you will be able to see all the tags associated with said chat.

Manage your tags

The step by step to manage labels in WhatsApp Business It’s very simple. Go to the tab Chats / More options and select in Tags.

Inside there, you can do the following:

  • Execute actions on the tagged elements: tap a tag, and then tap and hold that item. Select an option in the top bar (like edit or remove tag).
  • Edit them: click on the label, then go to More options and click Edit tag.
  • Modify the color: again tap on the label, go to More options and enter Choose a color. It should be noted that if two different colored labels were added in the same chat, they will be displayed one on top of the other. There, you will see the color of the most recent one.
  • Delete it: enter the tag / More options / Remove tag.
  • Create a new broadcast list: press on the label / More options / Send message to clients.

Create broadcast list from tag

From your labels, it’s possible create broadcast lists for specific contacts.

The process is:

  • Open the app from WhatsApp Business.
  • Hate More options / Tags.
  • Select tag for which you are going to create the broadcast list.
  • Get in More options / Send messages to clients.
  • Press the green confirmation button, located in the lower right corner of the screen. There, you can write your message.

Notably, the message from the broadcast list will be sent individually to each chat tagged with that tag.