Tags help you divide your contact database into very specific lists so that you can send them relevant messages based on their relationship and interests. Tags can be applied manually, or through an automated action. You can add a tag manually in the tag section, or create them on-the-fly in the campaign builder or on the contact record.
To Create and manage Tags
Go to CRM > Settings in the master nav.
Click on Tags in the settings menu.
Click the Add Tag button.
Enter the tag name and (optional) select a tag category. Note: To create a new category, enter the name in the text box under the Category drop-down.
(Optional) You can enter multiple tag names, separated by commas, to batch create tags and assign them to the same category.
(Optional) Add a Description such as date created, your name or initials, and /or notes about the purpose of the tag. These notes serve as a reminder to you.
Click on the Add Tag(s) button to create the tag(s).
You can also click on the Import Tags button to upload a list of tags using the Import wizard.
To Edit or Delete Tag:
Go to CRM > Settings > Tags
Click on the name of the tag you need to edit or delete.
After editing the tag, click on the Save and Return to Tags button.
Click on the Delete this tag link if you want to permanently delete the tag.
Deleting a tag will also remove it from the contact records it has been applied to. Before you delete a tag, you may want to reassign these contacts to a different tag.