SharpSpring enables you to group and report on multiple emails by using email tags. This article provides information on how to set up email tagging.
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Available with: | ||||
Marketing Automation | ✓ | ||||
CRM Ultimate | ✓ | ||||
CRM PRO | ✓ | ||||
CRM Free | ✓ | ||||
Toolbar: | |||||
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Users: | |||||
Administrators | ✓ | ||||
Company Managers | ✓ | ||||
Marketing Managers | ✓ | ||||
Sales Managers | |||||
Salespersons | |||||
Jr. Salespersons | |||||
Setting Tags
You can set emails to have different tags. This helps group different emails together. To set tags on emails, do the following:
When adding or editing email tags, be aware of the following:
Refer to Using the Tag Manager for more information on creating or editing email tags. |
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Note: After setting tags, click
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Note: Once the email has been tagged, the email tags will appear next to the Edit Tags button.
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