Client tags act as a layer of additional client information by which you can mark, batch, and search for clients. Below are instructions on adding tags and removing them. Later in this section we will demonstrate how to search via tags.
Create a Tag
Follow these steps to create a tag.
From the main navigation menu select Tags, located under Contact Center
Select Create a Tag
Enter the Tag Name and choose a tag color
Select Submit
Once a tag is created you can tag select clients via the Contacts page. You can then use the tagged clients filter to display just the clients with the attached tag.
Tag Individual Clients
Follow these steps to tag individual clients.
From the main navigation menu select Contacts
Select individual clients to tag on the list by checking the box next to the individual client
After selecting clients, from the top of the Contacts page select Actions
Choose Tagged Selected
Select the tags you want to attach to the selected clients
Choose Submit
Tag All Clients
Follow these steps to tag all clients.
Check the checkbox at the top of the header row to select all clients on the page. Increase the number of displayed clients to 100 by adjusting the Rows per page count at the bottom of the page.
Scroll down and click the right arrow to move to the next page of clients.
Check the header checkbox again to select all clients on the second page. Repeat this process for subsequent pages until you reach the last page.
Once all clients are selected, click on Actions at the top of the Contacts page.
Choose Tagged Selected and select the desired tags to attach to the selected clients.
Click Submit to apply the selected tags to the clients.
Remove a Tag from a Group of Clients
Follow these steps to remove a tag from a group of clients.
From the main navigation menu select Contacts
Filter by Tag Type
Select the checkbox at the top of the header row to select all clients on the page
Scroll down to the bottom of the page and select the right forward arrow
Check the header checkbox at the top of the contact page to add select the second page of clients
Continue the process until you’ve reached the final page
You now have all clients selected
After selecting clients, from the top of the Contacts page select Actions
Choose Tagged Selected
Uncheck the box next to the tag type you want to remove
Choose Submit
Remove a Tag from Select Clients
Follow these steps to remove a tag from select clients.
From the main navigation menu select Contacts
Select individual clients to tag on the list by checking the box next to the individual client
After selecting clients, from the top of the Contacts page select Actions
Choose Tagged Selected
Uncheck the box next to the tag type you want to remove
Choose Submit
Search by Tag
Once you have populated your site with tagged clients, you can use the Tag Search function to pull them up on demand.
Follow these steps to search by a specific tag.
Go to Contacts under the Contacts Center
Open the Tag dropdown menu
Select all tags that you want to search by.
Note that searches results are dependent only upon the presence of a single given tag in the selected list, not all tags checked. If you create five tags and tick three of them, anyone with any of those three tags listed will come as a result.