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
Accessing Campaign Tags
Accessing Email Tags
Accessing Lead Tags
Accessing List Tags
Accessing User Tags
Creating Tags
You can create tags to group leads and content in ways that make sense to you.
To create tags, do the following:
Your created tag will be placed in the folder that matches the Tag Type you set. |
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Understanding Tag Folders
Created tags can be set and used with one of SharpSpring's features. The available tag folders are as follows: |
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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:
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Note: You cannot move created tags. You will need to delete the tag and then create a new tag in the desired folder.
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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:
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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.
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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: