Tag management

Tags allow you to group users according to custom criteria. As opposed to having to continually manually enter all the users you wish to reach, grouping users with a tag simplifies the process. You can search, filter, and recognize using tags. 

Create a tag 

1. Click on the ‘Settings’ icon . 
2. Click on ‘User management’ .  
3. Under the ‘User management’ tab, locate the ’Tags’ tab and click it. 
4. You may modify an existing tag template or create an entirely new tag.
5. Click on, ‘Create new tag’ to open the new tag dialog. 
6. Create an appropriate name for your tag. 
7. Add your list items, and click 'Add item' to add more list items
8. Check the appropriate boxes to allow report filter permissions, and if displayed in contact list.
9. If you are happy with your setup, ensure the slider button is ‘Active’ and click ‘Create’. 
10. The tag will now appear in ‘Active tags’. 

Activate a tag 

1. To activate a tag, find it in the ‘Inactive tags’ list and click it. Adjust the toggle switch to ‘Active’ and click ‘Save’.  

The active tag will now be available as a field when creating or editing a user profile where you will be able to select inputted tag options from the drop-down. This can also be done via an import to link users to a specified tag.

Deactivate a tag 

1. To deactivate a tag, find it in the ‘Active tags’ list and click it. Adjust the slider away from ‘Active’ and click ‘Save’.  

Edit a tag 

1. To edit a tag, find it in the ‘Active tags’ / ‘Inactive tags’ list and click it.  
2. Make your changes to the required fields and click ‘Save’ to finalize your edits.