🏷️ Use Tags to group your contacts and to add useful information about them.
Table of contents
What are tags?
Tags are a convenient way for you to group and organise your contacts in the way that works for you. You can use Tags to streamline email campaigns, organise contact lists, and add useful information to your contacts.
What are some examples of Tags?
Tag contacts based on... | Examples |
Their importance | VIPs, HNW leads |
Where you met | Roadshows, Dinner, Noosa Conference |
Their company or job role | CEO, Media, Broker |
How friendly they are | Friendly, Neutral, Hostile |
Date of import | Import Oct 2023 |
How do I manage my Tags?
There are three ways to create a tag and apply them to your contacts:
Creating a Tag directly on a contact page
Creating a Tag when you bulk import contacts
Creating a Tag from the Tag page
Managing Tags on a contact page
Creating and applying a tag directly to a contact
Click the "Add tag" button
Search for an existing Tag OR start typing the name of a new tag
Hit Enter OR click on the "+ Create new..." option
⭐️ Make your tag standout by adding an emoji! You can also customise the colour by editing the Tag.
Removing a tag directly from a contact
Click on the "X" on the right side of the Tag to remove it from the contact
✳️ Clicking on the Tag will take you to it's page where you can view all contacts that are associated to that Tag.
Creating and adding Tags during contact Import
Access the Import functionality by either:
clicking on "Import a list" button on the Tags page
clicking on "Import a list" button on the Investor search page
Complete the import process as usual
Search for an existing Tag OR start typing the name of a new tag and hit Enter
💡 Tags chosen will be applied to all contacts being imported. Any contacts that already exist will have the selected tag added to their list of associated tags.
Creating and managing Tags from Tag page
Creating a new Tag
Go to the Tags page
Click on "Create new tag +" button
Fill in required information
Click next
💡 Tag names need to be unique. However, Tags and Segments can share names.
Editing a tag
Go to the Tags individual tag page
Click on "Edit"
💡 You can also edit a tag directly on the Tag page by clicking the three dots (...) next to name of the tag.
Bulk editing contacts in a Tag
Selecting/deselecting contacts one-by-one
Click on the checkbox next to the contact to add them to the Tag
Clicking on a selected checkbox will remove them from the tag
Click on "Save changes" to confirm your choices
💡 You can also search for contacts using the search bar.
Selecting/deselecting all contacts
Clicking on the "Select All" check box will select all contacts in the current preview and will add it to any previously selected options
If the all contacts in the current preview are already selected, clicking "Select All" will deselect everyone in the current preview
Clicking on "Save changes" will confirm your choices
💡 You can use filters to bulk select contacts based on a condition, including using other tags to filter your contacts.
👀 Review your choices by clicking on the "Tagged contacts only" toggle to see only selected contacts.