Tags

Tags are used to group and categorise your contacts. You can even group your tags, so that within one group of contacts there can be subgroups. For example:

Customers:

  • Active
  • Failed
  • Monthly newsletter
  • Potential candidates

You will then be able to view a listing of all your "Customers", so all the customers with any of those sub-tags, or filter by an individual type of customer, say "Active".

Some things to know about Tags

  • Tags can be assigned to a "parent tag" to give nesting
  • Contacts can be given more than one Tag. The contact is not duplicated, they are simply linked to more than one Tag.
  • Tags can have a colour
  • Tags can be connected to MailChimp for email marketing segmentation

Listing contacts by tag

You can filter your contacts listings by going to  Customers > Customers by Tag  or  Suppliers > Suppliers by Tag . Or you can manually apply the filters on any contact listing.

Related how to guides - Tags

How to add a new tag

You will be setup with a selection of example tags for you to use straight away, but you can add, amend or remove them to make your own set of tags:

  1. Go to  Settings > Contacts > Tags  or you can go to  Customers  or  Suppliers > Customers/Supplier by Tag > List/edit Tags .
  2. Click the  Add a new Tag  button or click the pencil icon next to any existing tag to edit it.
  3. Enter a tag name.
  4. If this is to be a sub-tag select the parent tag.
  5. If you are using MailChimp you can automatically add contacts using this tag to a mailing list (you will need to connect with MailChimp first).
  6. Specify whether you want contacts with this tag to be shown as "Dealers" on your website.
  7. Select a colour for your tag.
  8. Click  Save tag .

You tag is now added and ready to use.

How to add/remove tags on individual contacts

  1. Search for your contact.
  2. When they are listed you can either click the  Add a tag  link just below their name, or open the contact edit screen and then click the  Add a tag  link. add tag
  3. Select the tag name.
  4. The tag is added. To remove it you can click the cross next to the tag.

How to add tags on multiple contacts

This is really powerful stuff. You can update the Tag of multiple contacts at once:

  1. Search for the contacts. Use the filters to locate the contacts, perhaps by status or tag.
  2. Tick the checkbox next to each contact you want to tag.
  3. Select Add Tag from the  -More-  drop-down menu at the top of the listing. add tag bulk
  4. Select the tag and click  Add Tag .

How to remove tags from multiple contacts

This is really powerful stuff. You can update the Tag of multiple contacts at once:

  1. Search for the contacts. Use the filters to locate the contacts, perhaps by status or tag.
  2. Tick the checkbox next to each contact you want to tag.
  3. Select Remove Tag from the  -More-  drop-down menu at the top of the listing. remove tag bulk
  4. Select the tag and click  Remove Tag .
 
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