Tag Manager

Tags can be managed from the Tag Manager area of your CRM. Go to Contacts > Tag Manager from here you can 

• Add New Tags
• Edit Tags 
• Merge Tags 
• Delete Tags 
• View a list of associated Contacts
• Remove Tag from associated Contact(s)
• View a list of assocaited Groups 
• Remove Tag from associated Group(s)

How to Add a New Tag

• Go to Contacts > Tag Manager 
• Click "Add New Tag" 
• Type the name of your tag  and click Add

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How to Edit Tags

• Go to Contacts > Tag Manager
• Find the tag you would like to edit and click Edit Tag 
• Make the edit to your tag then click Save. 
• The edit will apply to all CIDs associaed with this tag 

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How to Merge Tags 

• Go to Contacts > Tag Manager
• Click the checkbox next to the tags you would like to Merge then click Merge Tags
• You will have the option to 
  • (1) Select one of the existing tag names 
    • Select this option then choose an existing tag name and click Merge Tags 
  • (2) Create New Tag Name
    • Select this option then write in the name of your new tag 

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How to Delete Tags

• Go to Contacts > Tag Manager
• Click the checkbox next to the tags you would like to delete then click Delete.
• An overlay will appear to confirm you would like to delete the tag(s). Click Delete Tag(s). All associated CIDs will no longer be linked to these tags.

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View Contacts

To view what contacts are associated with each tag: 

• Go to Contacts > Tag Manager 
• Find the name of the Tag and click View Contacts  
• From the View Contacts page you can see the 
  • Associated CID
  • First & Last Name of the associated contact 
  • Business/Organization Name of the associated contact 
  • The date the tag was added to the associated contact

To remove a tag from an associated contact:

• Click the check box in the Action column of the associated contact then click Remove Tag
• An overlay will appear to confirm you would like to remove the tag(s). Click Remove Tag(s). All associated CIDs will no longer be linked to this tags.

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View Groups

To view what groups are associated with each tag: 

• Go to Contacts > Tag Manager 
• Find the name of the Tag and click View Groups
• From the View Groups page you can see the 
  • Associated GPID
  • Group Name
  • The date the tag was added to the associated group

To remove a tag from an associated group:

• Click the check box in the Action column of the associated contact then click Remove Tag
• An overlay will appear to confirm you would like to remove the tag(s). Click Remove Tag(s). All associated GPIDs will no longer be linked to this tags.

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