Workspace tags and lists
These Settings items are small building blocks for organizing customers and tickets. They look similar on screen, but each one has a different everyday job.
You create them once in Settings. Your team then picks them while chatting, editing a contact, creating a ticket, or building a Broadcast audience.
Quick meaning of each type
| Name in Settings | Everyday meaning | Where you will see it later |
|---|---|---|
| Labels | Sticky notes on a contact (VIP, Angry, Wholesale) | Contact page, Inbox contact panel, Broadcast conditions |
| Lists | Groups of people (Summer campaign, VIP buyers) | Contacts sidebar, Broadcast By List, bulk moves |
| Lead stage | Sales step (New lead, Negotiation, Won) | Contact create/edit |
| Lead source | How they found you (Facebook ad, Walk-in, Referral) | Contact create/edit, Broadcast conditions |
| Lifecycle stage | Bigger journey stage (Lead, Customer, Churn risk) | Contact fields, Inbox filters and conversation header |
| Ticket type | Kind of support case (Refund, Delivery, Technical) | Create/edit ticket, Analytics |
Example: A fashion shop creates Label VIP, List Newsletter, Lifecycle stage Customer, and Ticket type Exchange. Staff apply them without inventing new names each time.
Open a tag page
- Go to Settings.
- Under Tags, click the type you need (for example Labels or Lifecycle stage).
- You will see a searchable list of existing items.
Gợi ý ảnh: Trang Settings → Labels (hoặc Lifecycle stage) với ô Search, nút Add, và danh sách thẻ màu.
Create a new item
The steps are almost the same for every type:
- Click Add (the button shows the type name, such as Add Labels).
- In the dialog:
- Enter a clear Display name (what people read)
- Pick a Color so the list is easy to scan
- Click Create tag.
ScaleFlow also keeps a short internal name based on your display name. You usually only need to care about the display name and color.
Gợi ý ảnh: Hộp thoại Create với Display name, chọn Color, và nút Create tag.
Edit, reorder, or delete
| Action | How |
|---|---|
| Edit | Open the item, change display name or color, click Update tag |
| Reorder | Drag the handle (if your role allows managing contacts) so important stages appear first |
| Delete | Choose delete and confirm Delete this tag? |
Be careful when deleting: items already used on contacts or tickets may disappear from filters or look empty until you assign a new value.
Practical tips
- Keep names short and familiar to your team (
VIP, notVery important person level 1 gold). - Agree on Lifecycle stages early — they also appear as Inbox filters.
- Create Lists before big Broadcasts so audience picking is easy.
- Match Ticket types to how managers want to read Analytics.
- Do not create dozens of nearly identical labels — people will stop using them.