Tags
Created by: Emma Johnston
Last Updated: March 16, 2023
Tags Overview
The tag feature is a great way to organize your contacts. Adding and removing tags will help you determine what the contact is interested in, what membership level they are on, what stage the contact is at (similar but more granular than a pipeline stage). You can add more than one tag to a contact.
Tags can be used in Contacts to Filter your contacts list to perform a Bulk Actions or to save a Smart List. Adding or removing tags can also trigger Workflows.
TAGS DASHBOARD
Click on Settings > Tags to view existing tags. You can search forms by name using the Search Box. You can change page in the bottom right corner. There is also information on when the tag was created and when it was last updated.
EDIT AN EXISTING TAG
To edit an existing tag, click on the ellipsis menu (three vertical dots) and select Edit. Change the tag as desired and press Update. If you edit the name of the tag, the change will be global.
DELETE AN EXISTING TAG
To delete an existing tag, click on the ellipsis menu (three vertical dots) and select Delete. Press Delete in the popup window to confirm. Deleting a tag in settings will delete the tag form all contacts.
Creating a Tag
CREATE A TAG IN SETTINGS
1. Click on Settings > Tags. In the top right corner, click on the blue + New Tag button.
2. Enter a tag name name and press Create (or cancel).
Tags should only contain text (letters, numbers and spaces), but should not contain special characters.
CREATE A TAG WHEN ADDING
Tags can also be created at the the same you are adding them to contact. When adding a tag, type the desired tag into the box. If the tag does not already exist, there will be an option to create it.
Manually Add or Remove Tags
CONTACTS
A tag can be manually applied or removed within an individual contact record. Go to Contacts and click the name of the contact you wish to view. In the panel on the left, scroll down to the bottom of the left panel to the ACTIONS section to view, add or delete tags. Click here for more information about contacts.
BULK ACTION
You can add or remove one or multiple tags as a bulk action.
1. Click on Contacts and select the desired contacts. If you want to filter the contacts, click on the More Filters button on the right-hand side of the toolbar.
2. Once the contacts are selected, click on either the Add Tag icon or Remove Tag icon.
3. In the pop-up window that appears, type in a keyword and select one or more tags to apply or remove.
4. Depending on the option selected, click Add or Remove to confirm your changes.
Click here for more information about bulk actions and click here for more information about filters.
IMPORT
You can add tags When importing a list of new contacts. The CSV file you upload can contain specific tags for each contacts or you can apply a tag to the list as a whole on the final import page. Click here for more information about importing contacts.
Tag Automations
ADD OR REMOVE TAGS IN WORKFLOWS
You can add and/or remove tags to a contact as a action step in workflows. For example, you can prompt a tag to be added or removed on events such as form or survey submission, order form sale, and more.
1. Click on Automation > Workflows and click the blue + Create Workflow button in the top right of the screen.
2. On the next screen, select Start from Scratch. Once in the workflow builder, at the top of the page, you can rename a workflow using the pencil icon next to the title.
3. If required, add a workflow trigger. You can also bulk add contacts to a workflow in Contacts. Click here for more information.
4. Click the + to add a new event to the workflow and choose either Add Contact Tag or Remove Contact Tag from the right-hand menu. Select the desired tags from the list. To create a new tag or search existing tags, use the search box. Press Save Action when complete.
5. Add any other required steps.
6. Toggle on Publish and press Save.
TRIGGER WORKFLOWS FROM TAG ACTIONS
Adding or removing tags can also trigger Workflows. When you either add or remove to a contact, you might want to automate an event (such as adding them to Coach Catalyst or adding them to a newsletter workflow).
1. Click on Automation > Workflows and click the blue + Create Workflow button in the top right of the screen.
2. On the next screen, select Start from Scratch. Once in the workflow builder, at the top of the page, you can rename a workflow using the pencil icon next to the title.
3. Click Add New Workflow Trigger and select Contact Tag. In Add Filters, choose Tags. Select whether the tag is Added or Removed and select the required tag.
4. Click the + to add a new event to the workflow. From the right-hand menu, select the choose one or more actions to occur, such as Add to Workflow, Send an Email or Execute a Webhook.
5. Add any other required steps.
6. Toggle on Publish and press Save.
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