SharpSpring offers a several different ways to segment leads: dynamic lists, personas, custom fields, and contact tags just to name a few. Contact tags are an easy way to group any number of Contacts together under a similar label. Contacts can have multiple tags associated with them which can make organizing them easier. You can use contact tags to create a list or as a trigger for a task in automation. In this article, you'll learn how to add, edit and utilize custom tags in SharpSpring.
The following users have access to contact tags:
- Sales Manager
- Marketing Manager
- Jr. Salesperson
Steps for Adding and Editing Contact Tags
Follow these steps to add and edit contact tags in SharpSpring.
Step One: On the toolbar, hover over Contacts, then on the drop-down, click Contact Manager.
Step Two: Locate your contact and click into their profile.
Step Three: From the top-left corner of their profile, click Edit Tags to add a contact tag.
Step Four: Enter the name of the contact tag in the text area and click Enter. Contact tags that have already been created will show up when you begin typing in the text area. Click the existing tag to add it to your contact's profile.
NOTE: If you want to delete a contact's tag, click Edit Tags and then click the X next to the existing tag.
Step Four: Once a contact tag is added, you can see both o the contact's record and in the Contact Manager.
Steps for Using Contact Tags in Automation
Follow these steps to use contact tags in the Visual Workflow builder.
Step One: On the toolbar, hover over Automation then on the drop-down, click Visual Workflows.
Step Two: On the top right of the Visual Workflows page, click + New Workflow.
Step Three: Name your new Visual Workflow and click OK.
Step Four: Click the plus icon below the start icon and click Add Trigger
Step Five: Under Lead, click the "has the tag" trigger, and then select the contact tag you want to trigger the automation.
Step Six: Click the plus icon below the trigger that was just added, and then click Action, Filter, Time Delay or Action Group to continue customizing your visual workflow.
NOTE: Be sure to check out our article on Creating a Visual Workflow for more information on how to create a Visual Workflow.