Tag Management

Tags are keywords or labels added to information to describe and easily find it through browsing or searching. Contact tagging helps users organize data effectively and align it with business needs.

Benefits of Using Tags

• Simplify contact organization.
• Improve internal communication and collaboration.
• Streamline data management and accessibility.

Access to Tag Management

• Admins and Managers can manage their own tags.
• Admins can filter and view all tags created by users.
• Managers can view and use tags created by other managers within their groups.

Tag management in Admin Dashboard

Tag Management in Manager dashboard

Adding Tags to Contacts

• Open your dashboard.
• Select a list to reveal its contacts.
• Choose one or multiple contacts.
• Click on the 'Tags' dropdown.
• Select an existing tag or create a new one by entering its name.
• Click 'Apply' to save changes.

Search or Create New Tag

• Open your dashboard.
• Select a list to view its contacts.
• Click on 'Tag.'
• Type the tag name to search or create a new one.
• Click 'Create' if adding a new tag, then apply it.
• Check the box for the tag you want and click 'Apply.'

Search contacts by tags

• Go to your dashboard and open a list, such as 'All Contacts' or 'Team Contacts.'
• Click 'Filter by tag.'
• Select the relevant tags.
• Click 'Apply' to display the filtered contacts.

Note: A single contact can have multiple tags assigned for better categorization