|SharpSpring 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 SharpSpring.
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 in SharpSpring, do the following:
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 SharpSpring.
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:
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:
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:
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:
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:
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: