SharpSpring offers a several different ways to segment leads. Contact tags are a 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. This article will detail how to add, edit, and utilize custom tags in SharpSpring.
The following user roles can use contact tags:
- Company Managers
- Marketing Managers
- Sales Managers
- Jr. Salespersons
The Contact Manger is accessed through either of the or toolbars.
The Visual Workflow Builder is accessed through the toolbar.
Adding and Editing Contact Tags
To add and edit contact tags in SharpSpring, do the following:
When adding or editing contact tags, be aware of the following:
- Clicking Edit 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.
Using Contact Tags in Automation
To use contact tags in the Visual Workflow Builder, do the following: