Tags are a great way to segment and label your contact list for simple and efficient organization.
Based on the information you have on your contacts, you will know exactly how to approach them in your campaigns.
Before you start creating your tags, make sure to read this article and familiarize with the tags feature.
Create and Apply a Tag
Create and Apply a Tag – From the Tags tab
To create a new, predefined tag that you can apply to contacts later, follow these steps.
- Go to the Tags tab
- Click on Add tag
- Enter Tag name - You can use both upper-case and lower-case letters and your tag can have up to 100 characters, both letters and numbers
- Choose the Tag color - You can choose between 16 predefined colors, and the same color can be assigned to multiple tags
- Click on Add
- The new tag will be shown first in the list.
*** NEW*** Create and Apply a Tag through .CSV upload:
If your contacts already have some tags you can import them through CSV file upload.
- Prepare your CSV file:
- The CSV file should contain a Tag(s) column, upper T letter is required because it’s case sensitive.
- Make sure to have only tags names in the column, if you have multiple tags for contacts those should be separated with commas.
2. Go to the Contacts screen
3. Click on Upload CSV file
4. Map all the fields and make sure to map the Tags column with appropriate (Tags) field in Autoklose
5. Click on Add contacts
6. Tags are going to be uploaded with your contacts - by default, tags added this way have a green color assigned to them- you can change that after the upload and choose between 16 predefined colors, and the same color can be assigned to multiple tags.
7. If you have duplicate tags those are going to be synced. Only new, unique tags will be created and applied.
Create and Apply a Tag – From the Contacts tab: Existing contacts
To create a new (or apply a predefined tag) to the existing contacts, follow these steps
1. Go to the Contacts section
2. Select a desired contact(s)
3. The Apply tag option will appear
4. You can choose to apply one of already created tags or you can create a new one
5. Click on create and apply
Please note that if you have selected all your contacts, the tag will be applied to all of them - bulk-adding the tag.
Create and Apply a Tag – From the Contacts tab: New contacts upload
1. Go to the Contacts section
2. Click on Add contacts
3. You can add contacts manually or by .CSV upload
4. In this step you can only apply predefined tags, meaning that you can’t create a new one
5. Click on Add contact/ Confirm and upload
Please note that applying tag(s) to .CSV upload will result in bulk-applying of the tag(s)
Create and Apply a Tag – From the Campaign section
1. Go to Create campaign
2. The Tag feature will be available during the second step of creating a sequence
3. If you’re uploading contacts manually or by a .CSV file, you will be able to only apply predefined tags to contacts
4. Once your contacts are imported, you can select a desired contact(s) and the Apply tag option will appear so that you can create a new tag
5. Click on Create and apply
Create and Apply a Tag – From the Campaign recipients section
1. Go to a desired campaign
2. Scroll down to the Recipients section
3. Select desired recipients and the Apply feature will appear
4. You can apply one of the predefined tags or create a new one
5. Click on Apply/ Create and Apply
Remove tags from contacts
Every applied tag can be easily removed.
Remove tags from contacts - from the Tag section
1. Go to the Tag tab
2. Beside every predefined tag you will have the Actions column
3. Click and confirm, and you'll delete the tag.
Please note that deleting a tag from the Tag tab will lead to permanently deleting the selected tag and it will automatically remove it from all the contacts to which it has been applied. If you need to remove a tag from a certain contact(s) but leave the tag intact, follow the instructions on how to remove tags from the Contacts section.
Remove tags from contacts - from the Contacts/ Campaign/ Recipient section
Navigate your way to the Contacts/ Campaign/ Recipient tab:
1. Select a desired contact(s)
2. For a single contact removal - Each tag will have the X option next to it, so it is possible to remove each tag from the specific contact, or click on the list of tags for that contact and remove a desired tag.
3. For bulk removal - Select desired contacts and click on the Remove tags option, we’ll display the tags assigned to those contacts, and you can choose multiple tags to remove
4. Click the tag(s) you want to remove.
That’s it. You’ll receive a message with the updated information.
Don't know how Tags should look like?
Take a look at this document maybe you'll get some ideas for your own tags.
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Your autoklose.com team!
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