Using Contact Tags

Lead Gen & CRM offers several different ways to segment leads.

Contact tags are a way to group any number of contacts together under a similar label.

This article will detail how to add, edit, and utilize custom tags in Lead Gen & CRM.

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Article Contents

• Understanding Contact Tags
• Setting Contact Tags
• Setting Contact Tags via Bulk Editing
• Using Contact Tag Triggers in Visual Workflows
• Assigning Tags to Contacts in Visual Workflows
• Removing Tags from Contacts in Visual Workflows
• Adding Tags to Contacts in Action Groups
• Removing Tags from Contacts in Action Groups

Available With:

Trial	✓
Essential	✓
Advanced	✓
Ultimate	✓

Toolbar:

Contacts

Automation

Users:

Administrators	✓
Company Managers	✓
Marketing Managers	✓
Sales Managers	✓
Salespersons	✓
Jr. Salespersons	✓

Understanding Contact Tags

Contacts can have multiple tags associated with them, which can make organizing them easier.  For example, a contact can be a partner, vendor, or someone otherwise special to your business. Contact tags allow you to categorize those contacts using many different tags. 

Consider that tags can be used to emphasize demographics. These demographics can include such information as location, revenue, or company size. You can add state or province tags to a contact so that you can have regional representatives keep in touch with them.

Also, tags can be entirely personal. You can tag contacts with personal information, like a birthday or sign-up anniversary. Tagging contacts with such information allows you to engage with more personal interactions, such as a special offer on their birthday or sign-up anniversary.

Setting Contact Tags

To set contact tags, do the following:

1. Click Contacts in the left toolbar. Click the desired contact's name.
2. Click Tags > Edit Lead's Tags.
   
   

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3. Enter a tag name in the Select a Group field. Repeat as necessary.
4. Optionally, click    Delete next to a tag to remove it.
5. Click Close.
   
   

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6. Click Save.

When adding or editing contact tags, be aware of the following:

• Clicking Edit Contact's Tags will display all tags currently attributed to the contact.
• Clicking the Select a group text box when it does not have text in it will display all tags across all contacts.

Refer to Using the Tag Manager for information on creating, modifying, and using tags in Lead Gen & CRM.

Setting Contact Tags via Bulk Editing

If you have several contacts who would benefit from being set to the same tag, you can use the Contact Manager's bulk editing feature. Bulk editing allows you to edit information for several contacts at the same time.

To edit contact tags via bulk editing, do the following:

1. Click Contacts in the left toolbar.
2. Click the    selection checkbox next to the desired contacts' names.
3. Click    Edit Contact Tags.
   
   

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4. Select the desired tag name from the Select a Contact Tag drop-down menu.
5. Do either of the following:
      •   Click Add Tag to add the tag to the
           contacts
      •   Click Remove Tag to remove the tag
           from the contacts
6. Click Save.
   
   

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Using Contact Tag Triggers in Visual Workflows

You can use contact tags to create a list or as a trigger in visual workflows. To use contact tags in visual workflows, do the following:

1. Click Automation > Visual Workflows in the left toolbar.
   
   

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2. Create or open a visual workflow.
3. Click + Add > Trigger under Start or an applicable branch.
   
   

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4. Click has the tag, located under Lead.
   
   

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5. Select the desired contact tag name to trigger the automation.
6. Click OK.
   
   

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7. Complete the workflow with other triggers, filters, delays, or actions.

Assigning Tags to Contacts in Visual Workflows

You can create a visual workflow to automatically set tags to contacts. This is done by way of a workflow action.

To assign tags to contacts in visual workflows, do the following:

1. Click Automation > Visual Workflows in the left toolbar.
   
   

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2. Create or open a visual workflow.
3. Add a trigger.
   
   

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4. Click + Add > Action under the added trigger or an applicable trigger in another branch.
   
   

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5. Click Assign Lead Tag, located under Contact Edit Actions.
   
   

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6. Enter the name of the desired lead tag.
7. Click OK.
   
   

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8. Complete the workflow with other triggers, filters, delays, or actions.

Removing Tags from Contacts in Visual Workflows

You can also remove previously assigned tags from contacts through visual workflows. This is done by way of a workflow action.

To remove tags from contacts in visual workflows, do the following: 

1. Click Automation > Visual Workflows in the left toolbar.
   
   

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2. Create or open a visual workflow.
3. Add a trigger.
   
   

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4. Click + Add > Action under the added trigger or an applicable trigger in another branch.
   
   

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5. Click Remove Lead Tag, located under Contact Edit Actions.
   
   

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6. Enter the name of the desired lead tag.
7. Click OK.
   
   

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8. Complete the workflow with other triggers, filters, delays, or actions.

Adding Tags to Contacts in Action Groups

You can automatically add contact tags with action groups.

To assign tags to contacts in action groups, do the following:

1. Click Automation > Action Groups in the left toolbar.
   
   

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2. Create or open one of the following action group types:
   • Event-based
   • Time-based
   • Recurring
   
   

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3. Click + Add > Action under Start, Date of Interest, or an applicable branch.
   
   

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4. Click Assign Lead Tag, located under Contact Edit Actions.
   
   

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5. Enter the name of the desired lead tag.
6. Click OK.
   
   

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7. Complete the action group with other actions, filters, delays, or action groups.

Removing Tags from Contacts in Action Groups

You can also remove previously assigned tags from contacts through action groups.

To remove tags from contacts in action groups, do the following:

1. Click Automation > Action Groups in the left toolbar.
   
   

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2. Create or open one of the following action group types:
   • Event-based
   • Time-based
   • Recurring
   
   

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3. Click + Add > Action under Start, Date of Interest, or an applicable branch.
   
   

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4. Click Remove Lead Tag, located under Contact Edit Actions.
   
   

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5. Enter the name of the desired lead tag.
6. Click OK.
   
   

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7. Complete the action group with other actions, filters, delays, or action groups.