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Using the Tag Manager

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Jake Crown
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SharpSpring offers several different ways to group leads and content.

This article will detail how to add, edit, and delete tags in SharpSpring. 


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Understanding Tags

Different features in SharpSpring deal with different types of data. Sometimes, this data can become too much to manage on its own and can benefit from being grouped together with like data.  SharpSpring promotes using tags as a means of grouping data. 

Essentially, tags are a way to group different pieces of data together under a similar label. Tags can be used to group similar accounts, leads, emails, lists, campaigns, and user groups. Data with the same tag will appear together when searched. Additionally, data can be assigned multiple tags, which can make organization that much easier. 

Even when used as a grouping tool, tags can be used in different ways. Consider how tags can be used to:

  • Isolate specific sets of accounts that are similar to one another but different from other accounts
  • Compare multiple active campaigns to one another, or view their general performance together
  • Tag contacts with information that allows you to engage with more personal interactions
  • Group and report on multiple emails
  • Link separate-but-similar lists together
  • Use user group tags in action groups and in reporting


Accessing the Tag Manager

The Tag Manager is directly attached to several of SharpSpring's core components. All of the Tag Manager's features will be available regardless of how and where it is accessed.  

 

Accessing Account Tags

To access the Tag Manager in an account, do the following:

  1. Click Sales > Accounts in SharpSpring's left toolbar.
  2. Click the name of the desired account.
  3. Click Tags > Manage All Tags above the account's name.
  
Click to enlarge.

 

Accessing Campaign Tags

To access the Tag Manager in a campaign, do the following:

  1. Click Campaigns > Campaigns in SharpSpring's left toolbar.
  2. Click the  bullhorn.png  All Campaigns tab in the Campaigns panel.
  3. Click the name of the desired campaign.
  4.  Click Manage Tags from the drop-down in the Tags section.
  
Click to enlarge.

 

Accessing Email Tags

To access the Tag Manager in an email, do the following:

  1. Click Email in SharpSpring's left toolbar.
  2. Click the desired email folder.
  3. Hover over the desired email.
  4. Click  12pencil.png  Edit Email.
  5. Click  tag-o.png  Edit Tags.
  6. Click Tags > Manage All Tags.
  
Click to enlarge.

 

Accessing Lead Tags

To access the Tag Manager in a lead's record, do the following:

  1. Click Contacts in SharpSpring's left toolbar.
  2. Click the name of the desired lead.
  3. Click Tags > Manage All Tags above the lead's name.
  
Click to enlarge.

 

Accessing List Tags

To access the Tag Manager in a list, do the following:

  1. Click Lists in SharpSpring's left toolbar.
  2. Click the desired folder.
  3. Click the name of the desired list.
  4. Click Tags > Manage All Tags above the list's name.
  
Click to enlarge.

 

Accessing User Tags

To access the Tag Manager in a user account, do the following:

  1. Click  13personas.png  User Menu > Settings in SharpSpring's top toolbar.
  2. Click User Accounts, located under My Company in the left panel.
  3. Click the name of the desired user.
  4. Click Tags > Manage All Tags above the user's name.
  
Click to enlarge.


Creating Tags

You can create tags to group leads and content in ways that make sense to you.

To create tags, do the following:

  1. Access the Tag Manager.
  2. Enter a name for the tag in the Tag Title field.
  3. Select a tag type from the Tag Type drop-down menu.
  4. Click Add New Tag.

Your created tag will be placed in the folder that matches the Tag Type you set. 

  
Click to enlarge.
     


Understanding Tag Folders

Created tags can be set and used with one of SharpSpring's features.

Created tags will be placed in the feature's respective folder. 

The available tag folders are as follows:

  
Click to enlarge.

These are system folders. Tag folders cannot be modified. Tag folders cannot be deleted. New tag folders cannot be created.


Editing Tags

You can edit created tags at any time.

To edit created tags, do the following: 

  1. Access the Tag Manager.
  2. Click the folder with the desired tag.
  3. Click  12more.png  Options > Edit Tag next to the desired tag.
  4. Rename the tag's name in the Tag Title field.
  5. Click one of the following:

       •   check.png  Update to save the new name
       •   12close.png  Cancel to discard the new name
  
Click to enlarge.
Note: You cannot move created tags. You will need to delete the tag and then create a new tag in the desired folder.
   


Deleting Tags

If you no longer need a created tag, you can delete it. Be aware that deleted tags cannot be restored.

To delete a tag, do the following:

  1. Access the Tag Manager.
  2. Click the folder with the desired tag.
  3. Click  12more.png  Options > Delete Tag next to the desired tag.
  4. Click Yes. 
  
Click to enlarge.
   
 
Note: You do not need to remove the tag from content before deleting it. Deleting the tag will remove the association with whatever object it was set to.
     


Setting Tags

Tags can used in the various features of SharpSpring. However, their usage can vary. For information on using tags with SharpSpring features, refer to the following:

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