What are Tags

How to Utilize Tags for Sorting, Filtering, and Organizing Data

Updated: Sep 21, 2023 1:06 PM


Introduction to Tags

  • Tags are used to sort, filter, and organize your data effectively.
  • They can help determine which individuals will receive specific marketing efforts.


Accessing the Tag Settings

  • Navigate to Settings in the menu pane.
  • Click on the Tags section.

Viewing the List of Tags

  • Within the Tags section, you can see a complete list of your current tags.
  • It also displays the creation date and last update date of each tag.

Creating New Tags

  1. To create new tags, click on + New Tag.
  2. Specify a name for the new tag.
  3. Click Create to complete.

Deleting Tags

  1. Locate the tag you wish to delete.
  2. Select the three dots to the right and click Delete.
  3. Click Confirm to delete.

Viewing Tags in Contacts

  • Navigate to Contacts in the menu pane and then select a Contact card.
  • On the left side, scroll down to the bottom and locate the section titled Actions.
  • Here you can view this contact's Tags.  You can add or remove Tags here as well.

Filtering Contacts by Tags

  1. Navigate to Contacts in the menu pane.
  2. Click on More Filters to find specific people based on their Tags.
    • "Is not empty" filter displays individuals with any listed tags.
    • "Is empty" filter shows only those without any tags.
    • To view individuals with a particular tag, select "Is" and enter the tag name.
  3. Once you have defined the desired filters, click on Apply.
  4. The record list will update, displaying only the contacts that match the specified Tag filter.


    Saving and Creating Smart Lists

    • If desired, click Save as Smart List to save the applied filter for future use.  Give the Smart List a name and click Save.
    • This filtered Smart List can be used to send different email campaigns.