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What are client tags used for? How do I add, remove or delete a Tag?
What are client tags used for? How do I add, remove or delete a Tag?

Adding tags, removing tags, deleting tags, and tag management to help organize clients

Angela avatar
Written by Angela
Updated over a week ago

Tags are keywords that you can add to a client's profile to keep track of their likes or maybe their favorite products! They're also helpful for creating mailing lists. You can tag a client and then send an email marketing message out to this specific subset of clients.

Client tags are managed under the client's record 👇

Managing tags

Add a tag

  1. Open the client's profile

  2. Select Edit in the top right

  3. Click on +Add Tag in the bottom left

  4. Type in your new tag or scroll through the tags you have already made

  5. Save Remove a tag from a client

To Edit

  1. Open the client’s profile page and select Edit

  2. Click the X on the tag that you want to remove.

  3. Confirm and in addition, you can also choose to remove this tag from all clients

  4. Click Save

Delete an entire tag

  1. Navigate to a client's profile that contains that tag and click to edit their profile, then select the X next to the tag to remove it.

  2. You will get the option to remove the tag from only that client's profile, or remove it from your system entirely!

Utilizing Tags

With 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 By Tags and send your message!

The Clients By Tag report is dedicated to manage your tag groups. You'll be able to find it within the Reports section of 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.

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