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 10 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 10 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 10 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 11 months ago by Christy Cook

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