Overview
Tags in AgentBase play a vital role in organizing, categorizing, and triggering various workflows. They are a crucial feature for maintaining structured contact records and enabling automation processes.
The "STOP" tag is a specific action tag designed to remove a contact from any workflow within your AgentBase account. This is particularly useful for managing communication preferences and ensuring that contacts who no longer wish to engage are appropriately handled within your workflows.
Key Actions Triggered by the STOP Tag
When you apply the "STOP" tag to a contact, several automated actions occur to streamline your CRM management:
Do Not Disturb Activation:
The contact is marked as "Do Not Disturb."
All communication channels (email, SMS, etc.) are disabled for this contact, preventing further outreach.
Conversation Management:
Any ongoing conversation with this contact is marked as "Read."
The conversation is automatically archived to help keep your inbox organized.
Pipeline Cleanup:
The contact is removed from all active pipelines and stages within your CRM.
This ensures that your pipelines remain clean, focused on fresh and interested opportunities.
By tagging a contact with "STOP," you are effectively managing your CRM to remove uninterested contacts from further automation and communication, while maintaining a clutter-free and focused pipeline.
How to Add the "STOP" Tag
You can add the "STOP" tag from several places within your CRM. Here's how:
From the Contact Record:
Open the specific contact's record in your CRM.
Navigate to the "Tags" section.
Add the tag "STOP" to the contact.
2. From the Conversations Inbox:
Locate the contact in your CRM inbox.
Use the tagging feature to add the "STOP" tag directly from the conversation view.
Why Use the STOP Tag?
The "STOP" tag is a powerful tool for:
Respecting communication preferences and ensuring compliance.
Keeping your pipelines clean by removing disinterested or unqualified contacts.
Enhancing your focus on active and engaged leads, improving workflow efficiency.
By utilizing the "STOP" tag, you’re not only optimizing your contact management but also maintaining a professional and organized approach to CRM operations.