A tag, also referred to as a keyword, is a label given to a contact or company, in order to group them together for fast retrieval. Typical examples for tags are Newsletter, Webinar Attendee, Product A, Product B, etc.
Note:
If you are looking to quickly group contacts into a list, a tag will work best. However, if you want to use the information in e-mail merges and reporting, custom fields will be more suitable. For more information about custom fields, click here.
In the Contacts search screen, see screenshot below, the right-hand side shows a list of all assigned Tags and the number of contacts in each list.
Simply clicking on any of the Tags will compute a search with the tag as the criteria, producing a complete list of all your companies or contacts that are assigned to that unique tag.
How to assign a tag to a single Contact or Company:
- Drill-down into a contact/company.
- Click on Add/Remove Tags
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Click on Add New Tag, type in the name of the new tag, then click Save.
Click on the blue arrow to assign a created tag to the selected contact/company.
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Click Save to apply the changes.
How to assign a tag for multiple Contacts/Companies:
- Navigate to the contacts/companies search screen.
- Filter your search list using the search criteria.
- Click on Add Tags and select the tags you want to assign. This will assign the selected tag(s) to all the contacts/companies in the search list.
- Click Save to apply changes.
Editing Tags