Tag Manager

Tags can be managed from the Tag Manager area of your Activity Tracker. Go to Activity Tracker > Tag Manager and 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 associated Groups 
• Remove Tag from associated Group(s)

How to Add a New Tag

• Go to Activity Tracker > 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 Activity Tracker > 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 associated with this tag.

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How to Merge Tags 

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

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How to Delete Tags

• Go to Activity Tracker > 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 Activity Tracker > Tag Manager.
• Find the name of the Tag and click View Contacts.
• From the View Contacts page, you can see the following: 
  • 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 these tags.

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View Groups

To view what groups are associated with each tag:

• Go to Activity Tracker > Tag Manager.
• Find the name of the Tag and click View Groups.
• From the View Groups page, you can see the following: 
  • 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 these tags.

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