Using the Tag Manager

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

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Understanding Tags

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 using tags as a means of grouping data. 

Essentially, 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 > Manage All Tags above the account's name.
   
   

    

Accessing Campaign Tags

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

1. Click Campaigns > Campaigns in the left toolbar.
   
   

    

2. Click the    All Campaigns tab in the Campaigns panel.
3. Click the name of the desired campaign.
   
   

   
    

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. Click    Edit Email.
   
   

    

4. Click    Edit Tags.
5. Click Tags > Manage All Tags.
   
   

    

Accessing Lead Tags

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

1. Click Contacts in the left toolbar and select the name of the desired lead.
2. Click Tags > Manage All Tags above the lead's name.
   
   

    

Accessing List Tags

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

1. Click Lists in the left toolbar.
2. Click the desired folder and select the name of the desired list.
   
   

    

3. Click Tags > Manage All Tags above the list's name.
   
   

    

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 > Manage All Tags above the user's name.
   
   

Creating Tags

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

To create tags, do the following:

1. Access the Tag Manager.
2. Enter a name for the tag in the Tag Title field.
3. Select a tag type from the Tag Type drop-down menu.
4. 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 created tags, do the following: 

1. Access the Tag Manager.
2. Click the folder with the desired tag.
3. Click    Options > Edit Tag next to the desired tag.
   
   

    

4. Rename the tag's name in the Tag Title field.
5. 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, do the following:

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

    

4. Click Yes.
   
   

    

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

Setting Tags

Tags can 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?