Tagging enables you to categorise contacts according to specific criteria. Tags can be applied through workflows, bulk actions, or manually, allowing you to efficiently organise and target groups for marketing campaigns, follow-ups, and other purposes. This guide will provide a comprehensive overview of the steps required to manually add tags to your contacts.
Navigate to the "Contacts" section, where you can view all your contacts in a centralised location.
Identify and select the contact you wish to tag.
In the "Tags" field, begin typing the name of the tag you wish to apply. As you type, matching tags will be displayed below. Select the appropriate tag(s) from the list. If you want to create a new tag, simply type it in the same field, and the option to "+Create new tag" will appear.
New tags will be added to your Tags list and can be applied to additional contacts as needed. For detailed instructions on other methods of adding tags, please refer to the additional articles on Tags.
Tag Not Appearing
If the tag you're searching for doesn't appear, ensure you've spelled it correctly. If it still doesn't show up, you may need to create a new tag.
Cannot Select Contact
Make sure you're in the correct contact list view and you have access to edit contacts.
Q: How many tags can I add to a contact?
The CRM allows for multiple tags to be added to a contact. However, for organisational purposes, it's recommended to keep the number of tags per contact to a manageable level.
Q: Can I remove a tag from a contact?
Yes, you can remove tags by selecting the contact, clicking on the existing tag, and then choosing the option to remove it or by utilising the Remove Tag bulk action.
