Overview
The tags field is a feature that can be used to include keywords on a client profile. This can mean the type of travel they prefer (beaches, city), their budget range (mid-range, baller), or even if they are a part of a specific group like work or school (Morning Joe's Coffee Shop, Atlas High Marching Band). The possibilities are endless and completely customizable to you!
How to enter tags
To get started, visit your client's profile card. From here, scroll down and locate the "Tags" field just below your client's contact details:
Now simply type in keywords or phrases you would like to correlate to this client:
When entering tags to a client profile, it is important to note that the tags will not save in the profile unless you hit the Enter/Return button on your keyboard after each one, turning the tag blue. Be sure to save the profile changes before exiting.
Where to view tags
First, you'll want to switch to the List view on your Contacts page by clicking the List view icon:
Here, you will see a column on the left titled TAGS:
How to search tags
To search for specific tags, utilize the search box to find clients with the same tag!
Need additional assistance?
If your answer isn't listed in this guide, reach out to the support team!
Comments
4 comments
Hello there, is there a way to bulk edit groups of clients -- e.g. to apply the same tag to all of them like "2023 traveler"? Thanks Sandra
Hi Sandra! That isn't something that's available currently, but may be added in the future.Â
Adding another vote to being able to bulk edit clients. I need to add the tag "newsletter" so I know which clients I've exported to my newsletter platform.
Hi Kathy Bjorklund! Thank you for sharing - I can see how this would be beneficial! Most newsletter platforms are able to recognize duplicates, so as a workaround we recommend reaching out to them to see if there is a way to do this! :)Â
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