Using the Tag Manager

Lead Gen & CRM offers several different ways to group or organize leads and content, using tags. Tags can be added to leads, emails, lists, accounts, and other content within the app.

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Different features in Lead Gen & CRM deal with different types of data. Sometimes, this data can become too much to manage on its own and can benefit from being grouped together with like data.  Lead Gen & CRM promotes the use of tags to group data. 

Understanding Tags

Tags are a way to group different pieces of data together under a similar label. Tags can be used to group similar accounts, leads, emails, lists, campaigns, and user groups. Data with the same tag will appear together when searched. Additionally, data can be assigned multiple tags, which can make organization that much easier. 

Even when used as a grouping tool, tags can be used in different ways. Consider how tags can be used to:

• Isolate specific sets of accounts that are similar to one another but different from other accounts
• Compare multiple active campaigns to one another, or view their general performance together
• Tag contacts with information that allows you to engage with more personal interactions
• Group and report on multiple emails
• Link separate-but-similar lists together
• Use user group tags in action groups and in reporting

Accessing the Tag Manager

The Tag Manager is directly attached to several of Lead Gen & CRM's core components. All of the Tag Manager's features will be available regardless of how and where it is accessed.  

Accessing Account Tags

To access the Tag Manager in an account, do the following:

1. Click Sales > Accounts in the left toolbar.
   
    
2. Click the name of the desired account.
   
   
   
   
3. Click Tags and make a selection: 
   
   
   • Edit Account's Tags - Select this to edit the tags for this specific account
   • Manage All Tags - Select this to view and manage all of the tags in your Lead Gen & CRM instance
     
     

Accessing Campaign Tags

To access the Tag Manager in a campaign, do the following:

1. Click Campaigns > Campaigns in the left toolbar.
   
    
2. In the Campaigns tab, select the desired folder. 
3. Click the name of the desired campaign.
   
   

   
   
   

4. Click the Tags field to expand the tags dropdown and add tags to this specific Campaign. You can click Manage Tags to view and edit all tags in your Lead Gen & CRM instance.  
   
    

Accessing Email Tags

To access the Tag Manager in an email, do the following:

1. Click Email in the left toolbar.
2. Click the desired email folder.
3. Hover over the desired email and click    Edit Email.
   
   
   

    

4. Click    Edit Tags.
5. Click Tags and make a selection: 
   
   
   • Edit Email's Tags - Select this to edit the tags for this specific email
   • Manage All Tags - Select this to view and manage all of the tags in your Lead Gen & CRM instance
     
     
     

Accessing Lead Tags

To access the Tag Manager in a lead's record, do the following:

1. Click Contacts in the left toolbar.
2. Select the name of the desired lead.
   
   
   
   
3. Click Tags above the lead's name and make a selection:  
   
   
   • Edit Lead's Tags - Select this to edit the tags for this specific lead record
   • Manage All Tags - Select this to view and manage all of the tags in your Lead Gen & CRM instance
     
     
      
     

      

Accessing List Tags

To access the Tag Manager in a list, do the following:

1. Click Lists in the left toolbar.
2. In the desired folder, select the name of the desired list.
   
    
   
3. Click Tags above the list name and make a selection:  
   
   
   • Edit List's Tags - Select this to edit the tags for this specific list
   • Manage All Tags - Select this to view and manage all of the tags in your Lead Gen & CRM instance
     
      
     

      

Accessing User Tags

To access the Tag Manager in a user account, do the following:

1. Click    User Menu > Settings in the top toolbar.
   
    
2. Click User Accounts, located under My Company in the left panel, and select the name of the desired user.
   
    
3. Click Tags above the user's name and make a selection:  
   
   
   • Edit User's Tags - Select this to edit the tags for this specific user
   • Manage All Tags - Select this to view and manage all of the tags in your Lead Gen & CRM instance
   
   
    
   

Creating Tags

You can create tags to group leads and content in ways that make sense to you.

To create new tags, access the Tag Manager using one of the methods above, selecting Manage All Tags: 

1. Enter a name for the tag in the Tag Title field.
2. Select a tag type from the Tag Type drop-down menu.
3. Click Add New Tag.
   
    

Your created tag will be placed in the folder that matches the Tag Type you set. 

Understanding Tag Folders

Created tags can be set and used with one of Lead Gen & CRM's features. Created tags will be placed in the feature's respective folder. 

The available tag folders are as follows:

• Account
• List
• Email
• Campaign
• Lead
• User

These are system folders. Tag folders cannot be modified. Tag folders cannot be deleted. New tag folders cannot be created.

Importing Tags from Another CRM Platform

You can now include Contact Tags when importing contacts from another CRM system during the import process.  Add a “Contact Tags” column to your CSV file to map these tags to the 'Contact Tags' field in Lead Gen & CRM.

Multiple tags can be separated by a comma in the same cell. A new tag will be created if the tag does not already exist in your Lead Gen & CRM instance.

Tags are case sensitive. Read Import Tool Overview for more information on the import process. These tags can also be exported when downloading your contacts from the Lead Gen & CRM instance. Read Accessing the Export Manager to learn more about the export process.  

Editing Tags

You can edit created tags at any time. To edit existing tags, access the Tag Manager using one of the methods above, selecting Manage All Tags: 

1. Click the folder with the desired tag.
2. Click    Options > Edit Tag next to the desired tag.
   
    
   
3. Rename the tag by clicking on the existing name and typing in your new name. 
4. Click one of the following:
   
      •     Update to save the new name
      •     Cancel to discard the new name
   
    

Note: You cannot move created tags. You will need to delete the tag and then create a new tag in the desired folder.

Deleting Tags

If you no longer need a created tag, you can delete it. Be aware that deleted tags cannot be restored. To delete a tag, access the Tag Manager using one of the methods above, selecting Manage All Tags:

1. Click the folder with the desired tag.
2. Click    Options > Delete Tag next to the desired tag.
   
    
3. Click Yes.
   
    

Note: You do not need to remove the tag from the Lead Gen object before deleting it. Deleting the tag will remove the association with whatever object it was set to.

Setting Tags

Tags can be used in the various features of Lead Gen & CRM. However, their usage can vary. For information on using tags with Lead Gen & CRM features, refer to the following:

• Using Account Tags
• Using List Tags
• Using Email Tags
• Using Campaign Tags
• Using Lead Tags
• Using User Tags

Questions?