Managing tags

Accessing Tags

Tags are words or phrases used to describe your contacts. Tags enable a virtually unlimited degree of organization for your contacts and are designed to be added and removed quickly and easily. Use t…

Christy Cook
Updated 2 months ago by Christy Cook

Creating Tags

To create a tag, navigate to the Manage Tags page from the Contacts menu on the navigation bar or the hamburger menu on the Contacts page. Click the Add tag button and provide a name, give it a brief…

Christy Cook
Updated 2 months ago by Christy Cook

Assigning Tags

Adding tags within a contact record. Once you've created a tag, you are ready to assign them to your contacts. Navigate to a contact's record. Click add from the Tags section. Select the Tag you'd li…

Christy Cook
Updated 2 months ago by Christy Cook

Removing Tags

Removing tags within a contact record. Navigate to a contact's record and click on the x next to the tag's name you want to remove. Removing tags with Autopilot automation. From within a campaign, cr…

Christy Cook
Updated 2 months ago by Christy Cook

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