User – Tags

A tag is a label attached to a lead to identify, give information, and group people of the same interest/subject/event/etc. Tags allow you to put your contacts in separate groups such as email campaign groups and to classify them with key pieces of information. They are not preset, so you are not limited in how you label your contacts.

How to…

You may create new tags or add tags to contacts in a few of ways

via Manage Tags
  • Click on Contacts (CRM) on the left navigation
  • Click on Manage Tags

 

  • Click in the text box below “Add a new tag” and name your tag
    *Tags cannot include spaces

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  • Click ADD to create the tagfirefox_screenshot_2016-12-08t19-02-52-586z
via a Contact Profile
  • Click on Contacts (CRM) on the left navigation

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  • To find the contact who you want to tag:
    • Scroll down until you see the contact’s name
    • OR type the contact’s name into the search bar
    • Click on the name or “eye” icon across from the name of the contact you want to tagfirefox_screenshot_2016-12-08t20-07-56-875z

 

 

  • You are now in the contact’s profile
  • Scroll down to the TAGS section
  • To use an old tag:
  • Click in the box
  • Select the tags you want to add to this contact

Screen Shot 2015-02-06 at 11.18.15 AM

To create a new tag:

  • In the pop-up window, click in the text box and name your tag
    *Tags cannot include spacesfirefox_screenshot_2016-12-08t20-14-43-531z

 

  • Be sure to click the Save buttonfirefox_screenshot_2016-12-08t20-14-57-115z
via Contacts (CRM)
  • Click on Contacts (CRM) on the left navigationfirefox_screenshot_2016-12-08t19-46-57-999z

 

  • To find the contact who you want to tag:
    • Scroll down until you see the contact’s name
    • OR type the contact’s name into the search barfirefox_screenshot_2016-12-08t20-16-36-028z

 

  • Click on the “tag” icon across from the contact’s name

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  • In the pop-up window, you can use an old tag (one that already exists), or you can create a brand new tag
    • To use an old tag:
      • Click in the text box below “Current tags:”

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      • Select the tag(s) you want to add to the contact

To create a new tag:

  • Click in the text box below “Add a new tag:” to name the tag
    *Tags cannot include spaces

 

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  • Be sure to click the Save buttonfirefox_screenshot_2016-12-08t20-14-57-115z
  • Click on Contacts (CRM) on the left navigationfirefox_screenshot_2016-12-08t19-46-57-999z

 

  • Check the checkbox(es) of the contact(s) you would like to tagfirefox_screenshot_2016-12-08t20-33-30-134z
  • At the bottom of this page, click on the tag icon next to Mass Actionsfirefox_screenshot_2016-12-08t20-35-44-199z
  • In the pop-up window, you can use an old tag (one that already exists), or you can create a brand new tag
    • To use an old tag:
      • Click in the text box below “Current tags:”

My Contacts>Manage Tags>Current Tags

  • Select the tag(s) you want to add to the contact

Screen Shot 2015-02-06 at 10.41.34 AM

  • To create a new tag:
    • Click in the text box below “Add a new tag:” to name the tag
      *Tags cannot include spaces

My Contacts>Manage Tags>Add a New Tag

  • Be sure to click the Save buttonfirefox_screenshot_2016-12-08t20-14-57-115z
  • Click on Contacts (CRM) on the left navigation
  • Click on Manage tags below the Contacts (CRM) section

    firefox_screenshot_2016-12-08t20-37-59-630z

 

  • Now you can see all of the tags you have createdfirefox_screenshot_2016-12-08t21-07-39-138z
  • Click on Contacts (CRM) on the left navigation
  • Click on Manage tags below the Contacts (CRM) section
  • You can search for a tag or, by default, view a list of all tagsfirefox_screenshot_2016-12-08t20-37-59-630z
  • The total number of contacts assigned a certain tag is in the Contacts column
  • Click the link to view all of the members of the tagfirefox_screenshot_2016-12-08t19-51-13-744z
  • Click on Contacts (CRM) on the left navigation

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  • You can search by tags like so:
  • Type the tag or select from the drop down list
    *You may input or select multiple tagsfirefox_screenshot_2016-12-08t20-42-23-039z
  • Click on Contacts (CRM) on the left navigation
  • Click on Manage tags below Contacts (CRM)

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  • To find your tag:
    • Look through your list of tags
    • OR type your tag into the search bar

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  • Click on the export button across from the tag’s name
    • This will download a CSV file of the contacts with this tagfirefox_screenshot_2016-12-08t20-42-23-039z firefox_screenshot_2016-12-08t20-44-37-495z
  • Click on Contacts (CRM) on the left navigationfirefox_screenshot_2016-12-08t19-46-57-999z
  • Click on the form field “Filter by tags…” at the top of the page
  • Type or select the tags you would like to filter your contacts by firefox_screenshot_2016-12-08t20-46-20-839z
  • After you have selected all of your desired tags, click on the export button at the bottom of the page to save a CSV file of your list of contacts

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To remove a tag, simply click on “x” to the left of a tag.

These can be found:

  • Click on Contacts (CRM) on the left navigationfirefox_screenshot_2016-12-08t19-46-57-999z
  • To find the contact:
    • Scroll down until you see the contact’s name
    • OR type the contact’s name into the search bar

firefox_screenshot_2016-12-08t20-46-20-839z firefox_screenshot_2016-12-08t20-48-58-112z

  • Click on the name or “eye” icon across from the name of the contact you want

  • You are now in the contact’s profile
  • Scroll down to the TAGS section
  • And click on “x” to the left of the tags that you want to removefirefox_screenshot_2016-12-08t20-50-25-792z

  • Click on Contacts (CRM) on the left navigation

firefox_screenshot_2016-12-08t19-46-57-999z

  • To find the contact:
    • Scroll down until you see the contact’s name
    • OR type the contact’s name into the search bar

firefox_screenshot_2016-12-08t20-46-20-839z

  • Click on the “tag” icon across from the contact’s name

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  • In the pop-up window, click on “x” to the left of the tags that you want to remove

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  • Click on Contacts (CRM) on the left navigation
  • Click on Manage tags below the Contacts (CRM) tabfirefox_screenshot_2016-12-08t20-37-59-630z

 

  • You can search for a tag or, by default, view a list of all tags

firefox_screenshot_2016-12-08t20-42-23-039z

  • Click on the “trash” icon to the right of the tag you want to deletefirefox_screenshot_2016-12-08t20-54-58-960z