Using Tags

Tags, creating tags, searching tags, how to create tag, how to search by tag

Alex avatar
Written by Alex
Updated over a week ago

Tags are an excellent way for grouping or segmenting your contacts and messages. You can group contacts by industry, geography, size, or any other way you would like to group them like VIP, Agency, Hot Lead, Gifts. You can get creative and create multiple tags relevant to your business. You can assign more than one tag to each contact and also delete tags whenever you want.

You can create tags from the playboard, messages tab, replies tab, and my network tab.

1. From My Contacts page: On Campaign Contacts selection, you can select one or multiple contacts and add a tag by clicking on tag button that will appear on the top right of your page.

Select a pre-existing tag or create a new tag and click save.

2. From My Network Tab

3. From Messages Tab

4. From Campaign-Overview #Contacts Tab

How to remove Tag

Please check the screenshot below from My Contacts page, you can similarly delete tags from the messages tab, campaign overview #contacts tab, and my network tab.

How to search by Tag

Click the filters and select the Tags search form, when you click on it the names of all your pre-existing tags will appear (please check the image below). Pick the tag you want to search and hit apply, it will display all the contacts tagged with the tag name. You have similar options on messages tab, campaign overview #contacts tab, and my network tab.

Exporting tagged contacts

Please read this article on how you can export your tagged contacts. It contains videos on exporting tagged contacts.

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