Tags are a great tool for you to utilize in order to organize your contacts and to make it easy for you to search through your contacts and pull them into your marketing emails.
You can use the check the box to the left of the name to mass select contacts to tag. You can also click on the individual contact and use the tag button next to the contact's name.
Next, you can either select the global tags that are shared with all users, or you can create your own tag.
- name the tag
- choose a color to further organize your tags
- set a contact frequency reminder (premium myTRIBUS only)
Scrolling down the left-hand side menu you will select the "tags" tab and it will pull up a menu with a list of your current tags. You can search through your tags by clicking the magnifying glass, or you can add a new tag by choosing the "+" sign.
You can also easily search through your tags by selecting the magnifying glass icon on the left-hand side menu of your contact dashboard.
You will scroll down to the "tags" section of the search menu and expand it to be presented with three options to search your tags:
- Tag (Any): Can have any of the tags searched
- Tag (All): Must have all of the tags searched
- Tag (Exclude): Must not contain tags searched
Once you start typing in a tag it will auto-populate allowing for you to then check the boxes next to the tags you want to search for.