A tag is a label you stick on a contact. "Past customer." "Roof repair." "sms opt-in." Tags let you sort people, build lists, and kick off follow-up automatically.
Add a tag to one contact
- Open the contact in Contacts.
- Find the tags area on their record.
- Type a tag and press Enter. Pick an existing tag if it shows up, so you don't end up with two spellings.
Add a tag to a bunch of contacts
- Go to Contacts.
- Check the boxes next to the people you want.
- Click the Add Tag icon at the top.
- Choose one or more tags, then click Add Tags.
To take tags off, select the contacts and use Remove Tags the same way.
Ways local businesses use tags
- What they bought. "Panel upgrade," "AC tune-up." Great for seasonal emails.
- How they found you. "Referral," "Google," "Chamber event."
- Permission. Tag everyone who said yes to texts with sms opt-in. See How to Get Customers to Opt In to Texts.
Tags can start automations
Adding a tag can kick off a follow-up, like a welcome email or a review request. Some of your systems may already be set up this way. Before you add or remove tags in bulk, email support@earnworthy.com if you're not sure what a tag does.
FAQ
How is a tag different from a smart list?
A tag is a label on a contact. A smart list is a saved search that can pull in everyone with that tag. See Smart Lists: Saved Filters That Update Themselves.
Can I add tags when I import a list?
Yes. Add a Tags column to your file. See Preparing and Importing Your Contact List.
I made a typo in a tag. Now what?
Add the right tag to those contacts, then remove the wrong one.