Tags are essentially keywords that you can add to a client's profile to really go above and beyond to keep track of their likes or maybe their favorite products! It's even a great way to create separate client lists if you are in a multi-provider account. Essentially you can tag a client and then send an email marketing message out to this specific subset of clients or run a report based on the tag group. The client tags are then managed under the client's record. 

To add a tag, follow these directions below:

  1. Open the client's profile page
  2. Select the orange "Edit" button at the top right
  3. From there, click on the gray plus sign
  4. Type in your new tag or scroll through the tags you have already made!

As mentioned, with these tags you can then send targeted email marketing messages to the group based on the specific tag! To send them a message navigate to Marketing: Email Marketing and then select the recipient list "Clients matching specified tags" and send your message!

Here is how to pull that dedicated report to manage your tag groups. You can pull up the Clients by Tag report. This is found within Reports section in your account. You can choose a tag from the dropdown menu to view the clients and can then print or export this list to Excel.

To remove a tag, follow these directions below:

  1. Open the client's profile page
  2. Select the orange "Edit" button at the top right
  3. From there, select the "x" to the upper right of the tag that you want to remove.
  4. Hit save and you should be good to go!

To delete an entire tag, follow these directions below:

You can simply navigate to a client's record that contains that tag and click to edit their profile, then select the '"x" next to the tag to remove it. From here you will get the option to remove the tag from only that client's profile, or remove it from your system entirely! Just a heads up that once this tag has been deleted it will not be able to be restored!

Did this answer your question?