Tags Video:

To Manually Add Tags to your database:

1. Go to Settings, then click Tags.

This is a sample list of Tags:

Edit Tags from this list by clicking on the Tag name you want to edit.

To delete a Tag, select the Tag by checking the box to the left of the Tag and then click Delete Selected Tag at the bottom of your list of Tags.

Follow the steps below to add new tags.

2. Click Add Tag.

3. Name your Tag, choose a background color, and select an icon. Then click Save.

From the Contact, click the Tags link to add Tags to the Contact.

Remove Tags from a contact by clicking the X in the corner of the tag. You will click once to highlight, then click again to confirm the removal of the tag from the record.

Tags: Questions and Answers

Q: What are Tags in AllClients used for? A: Tags are flexible labels you create to categorize contacts based on specific criteria relevant to your business, like interests, interaction history, or status (e.g., "Newsletter Subscriber," "Hot Lead"). They allow for detailed segmentation. Tags are a great way to classify your contacts and make your whole database make a lot more sense.

Q: How are Tags different from Categories or Sources? A: While Categories and Sources often represent broader classifications (like "Customer" or "Website Lead"), Tags offer a more granular way to sort contacts. A single contact can have multiple Tags, allowing for very specific filtering, but typically only one Category and one Source.

Q: How do I create a new Tag? A: You can create as many Tags as you need for your business. One way to get started is by using the AI Tag wizard. You can also add Tags manually. To add a Tag, go to Settings > Add Tag. Then choose a name, choose a background color and icon, and click Save.

Q: How does the AI Tag wizard work? A: The AI Tag wizard is designed to be an easy way to add tags. You start by providing your industry, specialty, or keywords. The system will then suggest relevant tags and even suggest icons for them.

Q: How do I use the AI Tag wizard? A: Go to Settings > Tags and click on the AI Tag Wizard button. Enter industry/keywords, click Generate Tags, and choose to add all suggested tags or select specific ones.

Q: Can I still add tags manually if I use the AI Tag wizard? A: Yes, using the AI Tag wizard is an option, and you can still add tags manually.

Q: Can I customize the color and icon for a Tag? A: Yes, when creating or editing a Tag, you can choose a background color and select an icon to help visually identify it. Icons may be reused if you need more icons or want one icon to represent multiple groups.

Q: How many Tags can I create? A: You may have as many tags as you need for your business.

Q: How many Tags can I assign to a single contact? A: Each contact may have as many tags as needed.

Q: How do I add a Tag to a contact? A: Go to the Contact Record, click the Tags link, click the Tag(s) you want to assign in the pop-up window.

Q: How do I remove a Tag from a contact?

A: Go to the contact's record, click the Tags link, click the 'X' in the corner of the Tag you want to remove, and click a second time to confirm removal.

Q: Can I add Tags to multiple contacts at once? A: Yes, using Group Actions. Go to Contacts > Group Actions, add the desired contacts to a workgroup, go to the Actions tab, select Group Edit, click Add Tag, select the Tag you want to add, and apply changes.

Q: How do I search for contacts based on a specific Tag? A: When your contacts have tags assigned you will be able to search and bring up all of the contacts with that tag in seconds. You can search for contacts by Tags using a few different methods:

Basic Search: Go to Contacts > Contact List. Use the Tag dropdown in Basic Search.
Advanced Search: Go to Contacts > Contact List > Advanced Search tab. Select 'Include if Assigned Tag' as the field and choose the Tag from the dropdown.

Q: Can I search for contacts that have multiple Tags? A: Yes, using Advanced Search. Go to Contacts > Contact List > Advanced Search tab. Add a filter for the first Tag, then click Add Another Filter and add a filter for the second Tag. Ensure the top condition is set to Match ALL of the following and click Search.

Q: Can I search for contacts that don't have a specific Tag? A: Yes, using Advanced Search. Go to Contacts > Contact List > Advanced Search tab. Select 'Exclude if Assigned Tag' as the field and choose the Tag you want to exclude. Click Search.

Q: How do I edit an existing Tag's name, color, or icon? A: Navigate to Settings > Tags. Click on the name of the Tag you want to edit. Make your changes and click Save. Editing a Tag's name, color, or icon updates the Tag wherever it is used across all contacts currently assigned that Tag.

Q: What happens to contacts if I edit a Tag? A: Editing a Tag's name, color, or icon updates the Tag wherever it is used across all contacts currently assigned that Tag. The association remains.

Q: How do I delete a Tag I no longer need? A: Navigate to Settings > Tags. Check the box next to the Tag(s) you wish to delete. Scroll down and click the Delete Selected Tag button.

Q: What happens to contacts if I delete a Tag? A: Deleting a Tag permanently removes it from the system and unassigns it from all contacts that had it. This action cannot be undone. If you ever want to delete a tag, you are just deleting the tag itself. You are not deleting the contacts that have that tag assigned.

Q: Can Tags be used in Workflows? A: Yes, Tags can be added or removed as steps within an automated Workflow. They can be used in the trigger section or as an action step. You can also Stop, or Continue, a Workflow based on the contact being assigned a specific Tag.

Q: Can I automatically add or remove Tags using Workflows? A: Yes. You can configure a Workflow step to add a specific Tag or remove a specific Tag from a contact when the Workflow runs. This can be triggered by various events, like a landing page submission or clicking an Intelligent Link.

Q: Can I import Tags when importing contacts? A: Yes, in two ways:

Assign to Batch: During the import process (Data Migration > Import Contacts), you can select one Tag to be assigned to all contacts in that specific import file.
Map Field: If your import file (.CSV) has a column containing Tag names, you can map that column to the 'Tag' field in AllClients.
If the Tag names in your file don't match the Tag names already set up in your AllClients account, the Tag will be added and also added to your Tag Library in Settings

Q: How can I see all contacts associated with a specific Tag? A: Navigate to Settings > Tags. Find the Tag in the list. Click on the number displayed in the Contacts with this Tag column. This will take you to a filtered list of all contacts assigned that Tag.

Q: Can I see Tags in my main Contact List view? A: No. The Tags are not available on the Contact List view due to the limited space available.

Q: Is there a limit to the length of a Tag name? A: Tag names are limited to 40 characters.

Q: If I'm on a Team, can I see and use Tags created by other team members? A: Tags are shared across the Account. The account owner and account administrators manage the Tags for the account.

Q: Can I filter reports based on Tags? A: You can filter contacts by Tags using Advanced Search. You can use that information for your custom reports.

Q: Is there a way to merge or combine duplicate Tags? A: There is not a specific feature for merging duplicate Tags. If you accidentally create similar Tags (e.g., "Webinar Attendee" and "Webinar Attendees"), you would need to manually:

Choose which Tag to keep
Add the contacts from the unwanted Tag to the desired Tag using Group Actions
Delete the unwanted Tag (Settings > Tags > Select Tag > Delete Selected Tag)

Q: Do Tags appear on exported contact files? A: When exporting contacts (Data Migration > Export Contacts), you can select which fields to include. 'Tags' is an available field you can choose to include in your exported CSV file, allowing you to see the first 10 Tags that were assigned to each contact offline.