Articles on: Contacts

How do I add tags to contacts?

Contact tags are the best way to achieve better Customer Relationship Management (CRM). Tags are labels used for contact organization. Benefits of contact tagging

Improved management of contacts
Better segmentation by classifying customers into different segments, e.g. frequent-buyer, VIP, etc
Improved email delivery rate by directing emails to a specific audience segment based on tags

Checklist for creating tags

Tags can contain letters (a-z and A-Z), numbers (0-9), and hyphen (-)
Tags cannot contain space, an ampersand (&), equals sign (=), underscore (_), apostrophe ('), dash (-), plus sign (+), comma (,), brackets (<,>), or period (.)

Create tags

Go to Contacts > Select a contact to add tag > Edit tags

Add tag name (e.g. frequent-buyer). Click on “Create” once you have entered the tag name

Save changes

Add an existing tag to contacts

Go to Contacts > Select contact to add tag(s) > Edit tags

Select existing tag(s)

Save changes

You can add multiple tags to a contact.

Remove tags

Go to Contacts > Select contact to add tag(s) > Edit tags

Click on the “X” icon beside the tag you wish to remove

Save changes

Segment newsletters based on tags

Go to Newsletters > Edit settings

Go to “Send to” section under the Settings tab > Custom segment > Edit filters

Click on Add filter > Tags

Select tag (s) > Save changes

Updated on: 14/04/2021

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