Add Tags to Contacts

Category: Relationships

By tagging contacts, you can categorize them for three purposes:

  • Segment based on relationship.
  • Allow them access to a private library.
  • Organize them for your own internal knowledge.

 

  1. Navigate to the Contacts page at the top of your dashboard.
  2. Choose the reader you want to tag.
  3. Click Edit at the top right.
  4. Under the Tags section, you’ll see a list of libraries, streams, and identifying names as tags. You can also create a new tag that is not already there. Choose the correct tags and select Save.Screen Shot 2017-06-21 at 3.59.12 PM
  5. You can also edit the tags for groups in bulk. On the main Contacts page, select multiple entries, or use the bulk selection function at the top to choose multiple.
  6. Then click the tag icon at the top, and begin typing your tag. You can either add the tag to the selected contacts, remove it, or delete or rename the tag altogether.
  7. Screen Shot 2017-06-21 at 3.42.12 PMAfter tagging contacts, you can assign them to an email and allow them access to private libraries. Or, you can simply use the tags as a way to categorize your contacts for your own knowledge.