What is a Tag?
Tags can be used to manage your contacts in Keela. When you use tags to organize your contacts, you can identify the relationships you have with your contacts and keep all your contacts organized.
Access Tags through a main tab in the Contacts view. From here, you can view and manage all your tags.
Create a Tag
There are two ways to create a tag:
(1) Through the Tag tab
Select Create Tag > Enter the Tag Name > Click Save
(2) Through the Individual Contact Profile
On the Contact Profile, scroll down to Tags > click Edit > In the Tags field, start typing the new Tag Name and click the new name to addDelete a Tag
In the Tags Tab, select the tags you would like to delete, click Actions and Delete
Note that when you delete a tag, it will still appear on a Contact's Profile, but with a strikethrough.
If you want to remove this tag entirely from the Contact's Profile, you can click Edit in the Admin section of a Contact's Profile and remove the tag.
Edit a Tag
In the Tags Tab under Contacts Tool, place your cursor over the Tag that you want to edit, select the Preview button that appears, select Edit Tag. Here you will be able to change the name of the Tag.
In the Tags Tab under the Contacts Tool, select the tags that you would like to merge and in the Action Menu, select Merge Tags.
Then select a new tag name and confirm if the previous tags should be deleted after the merge.
Managing Contacts in a Tag
Adding a Contact to a Tag
There are a number of ways to add a contact to a tag:
- In the Tags Tab, select the tag and click Add Contacts
- In the Contact Overview, select all users you'd like to add, select the Actions button that appears on the header bar and then select Add to Tags
- In the Contact Profile, click the edit button to the right of the Tags Section and add your tag
Bulk Add Contacts to a Tag
To bulk add contacts to a Tag, you will want to go to the Contacts Overview page. You will then want to use the Filter tool to filter out any contacts that you want to add to the tag. You can then use the small arrow in the left-hand corner of the title bar to choose to:
- Select This Page
- Select All Pages
You will then see that an Actions button appears in the header bar. Select Actions, then select Add to Tags, then select the tag you want to add the tags or type in the tag field to create a new tag.
Removing a Contact from a Tag
There are a number of ways to remove a contact from a tag:
- In the Tags Tab, select the tag > Select the contact (click the box) > Actions > Remove Tag
- In the Contact Profile, scroll to the Admin section > Select Edit > Click X beside the tags you'd like to remove from the contact
If you'd like to continue your Tag-learning-journey, we've got a lot more resources to help you get a really strong understanding of how to use these in the system: