Understanding Labels & Custom Fields in WhatChimp | WhatChimp Basics

Introduction to Labels and Custom Fields

Overview of Key Concepts

• Anant introduces himself as the founder of Watch Chimp, emphasizing the importance of understanding labels and custom fields in managing contacts effectively.

• Labels help categorize contacts, allowing for multiple labels per contact. Examples include "eligibility test," "watch demo video," and "support" to track customer interactions.

Practical Applications of Labels

• Using labels can identify the source of leads from paid ads on platforms like Facebook or Google, enhancing targeted marketing efforts.

• Labels also assist in segmenting audiences based on actions taken, such as identifying customers who have made purchases versus those who haven't.

Understanding Custom Fields

Enhancing Contact Information

• Custom fields allow users to add additional parameters beyond basic information (name, email, phone number), such as country or referral source.

• These fields appear in live chat interfaces, providing support agents with comprehensive details about customers to improve service quality.

Personalization through Custom Fields

• Custom fields facilitate personalized messaging during broadcasts by incorporating variables like company names into message templates.

• Users can create numerous custom fields tailored to their needs, enhancing communication effectiveness.

Creating Labels and Custom Fields

Step-by-Step Guide

• To create labels or custom fields, navigate to subscriber management options within the platform.

• Users can view existing labels and delete them if necessary. New labels can be created by assigning a name and selecting associated numbers.

Managing Custom Fields

• Similar steps apply for creating custom fields; users can manage existing ones or create new ones by specifying names and types (e.g., gender).

Understanding Custom Fields in Data Management

Overview of Custom Field Types

• The most commonly used custom field type is text, which applies to various data points such as gender.

• For specific data types like email and phone numbers, there are validation checks available to ensure correctness.

• Other supported data types include URL, file, and image, allowing for the storage of multimedia related to customers.

• When creating a new custom field, selecting the appropriate type (e.g., text for gender) is essential before saving it.

• The process of creating labels and custom fields is straightforward, emphasizing user-friendliness in data management.