Organizing contacts can be a challenge, but luckily there's a great way to make it easier: tags. Tags are labels that can quickly and easily be added to contacts to help group them into categories. In this article, we'll show you how to create and use tags to make managing your contacts a breeze.
First, let's go over how to create tags. Tags are easy to create and can be applied to multiple contacts. To create a tag, click on Tags from the left navigation bar. From here, you can create a new tag by clicking the Create Tag button on the top left.
Tags have a name, a description, and a color. The description is optional, so once you name the tag and select a color, click Create Tag to save it. You will be redirected to the Edit Tag page of the tag you just created.
Now that you have your tag created, you can start applying it to contacts. To do this, click the Add Contacts tab near the top of the page. Select the contacts you’d like to add to the tag from the table displayed. You can use the filters to narrow down the contact list.
Now that you've applied tags to your contacts, you can use them to quickly search and organize your contacts, as well as use them to target audiences for a broadcast. To search by tag, go to the Contacts tab, then click on the filter button to the right of the search bar. This will open up the Tags drop-down menu. From here, you can select the tag you want to search by. This will show you all the contacts that have that tag applied to them. If you select multiple tags, it will show contacts that have all of the selected tags applied, not one of the other.
To use them in a broadcast, simply select the tag when you’re selecting your audience and the broadcast will send to everybody that has the tag.