| 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
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To set tags on emails, do the following:
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Note: After setting tags, click
 Email Tags to hide the tag list. |
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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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Remove to remove a tag.
When adding or editing email tags, be aware of the following:
- Clicking
Edit Tags will display all tags currently attributed to the email. - Clicking the Select a group text box when it does not have text in it will display all tags across all emails.
Refer to Using the Tag Manager for more information on creating or editing email tags.