As a Tesorio Connect customer, you have the ability to customize your customer communication by using Tesorio's flexible contact tagging functionality.
Tesorio supports both customer and invoice level contacts.
Tesorio keeps your contacts up to date. We compare the invoice/customer contacts in your most recent contacts file and remove any contacts missing from the file. We assume that any contacts not present in the most recent customer/invoice contacts file are no longer valid and they get deleted from the customer or invoice record.
💡Note that any changes made to customer or invoice contacts, require to have all contacts for that customer or invoice in the contacts file.
For details and sample Tesorio Connect contacts file, please review this article.
🏷 Your Contact Data in Tesorio and Associated Contact Tags
There are 2 types of contact tags in Tesorio:
Contact Source Tags - reflect the file type (customer or invoice) and the email field header name
Contact Custom Tags - Tesorio Connect customers can define custom tags in the contacts file
user defined in Tesorio
Contact Source Tags
Contact Source Tags are assigned to every contact during the file import process
The
source_tag_nameis the the combination of the file type and the field header on the file where the email record is located
Contact Custom Tags
Tesorio Connect customers can tag contacts in their contacts file (both customer and invoice) to be used for specific use cases. Just like invoice and customer tags, custom contact tags can be used to enhance workflows. For example, certain contacts can be tagged "Escalation Contact”. This tag would be visible to all Tesorio users when sending emails, so that the right person is pulled into a thread at the right time. You can add new custom tags to your files and they will be automatically created in Tesorio during the file import process