How To: Create & Use Contact Status Labels

Status labels help you see at a glance the status on a contact's engagement with you on Messenger and on the contact's profile in the WebApp

Table of Contents

1. Introduction
   • Purpose
2. Steps
   • Creating Status Labels
   • Editing Status Labels
   • Viewing Status Labels
3. Why This Process is Important
4. Additional Resources

Introduction

Purpose

Contact Status Labels in GroupTrack are color-coded status options that you can apply to a contact. They function similarly to a combination of Tag Sets and Stages, where a contact can only have a single status label applied at any given time. These labels provide a quick, at-a-glance overview of your contacts' status directly in your Messenger conversation list.

Steps

Creating Status Labels

1. Open the WebApp
   • Go to Settings > Status Labels

2. Review Default Labels
   • When you first visit this page, your account will be pre-configured with four default status labels:
     • Reading DMs: Indicates the contact is reading direct messages.
     • Not Seeing DMs: Indicates the contact is not seeing direct messages.
     • Reading & Responding: Indicates the contact is actively reading and responding to messages.
     • No Status Set: Indicates no specific status has been set for the contact.

3. Click Add Status Label in the top right to create a new status label. Give your status label a name and customize the color, if needed. Once you are done, click the green check mark to save it. You can reorder your status labels by clicking on the arrow icon on the far right.

Editing Status Labels

1. To edit an existing status label, click the three dots to the right of the status label and select "Edit". Update the name or color of the status label you want to change, and click the green check mark when you are done editing.

Viewing Status Labels

You can view status labels in two places:

1. In the Web App on a contact card. Click on a contact's name to open their profile and you will see the status label there on the lefthand side. You can click to update their status label there.

2. In Messenger, you can view and update the status label "dot" next to their GroupTrack stage bubble.

Why This Process is Important

Configuring Contact Status Labels helps streamline your communication process by providing a clear and immediate understanding of each contact's engagement status. This feature is particularly useful for managing large numbers of contacts, ensuring that you can quickly prioritize follow-ups and understand the status of conversations at a glance.