|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. You can sort or filter them as needed.
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.
For more information on using tags in SharpSpring, refer to Using the Tag Manager.
Using Contact Tags in Automation
You can use contact tags to create a list or as a trigger in automation. To use contact tags in visual workflows, do the following: