How to Manage Tags

Tags are used to help categorize influencers and easily filter when you are reviewing a large number of influencers (e.g. Prospects or My Influencers).

Note

The best use for tags is to represent one temporary, unknown value. Once the values become known or standard, you can easily remove or erase the tag.

In the article, you will learn:

How to Create Tags

Step 1 Click Contacts and select My Influencer.

Step 2 Click on Settings in the top right-hand corner and then select Tags

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Step 3 Click on + Create. 

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Step 4 Enter a name for your tag and click Save.

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How to Delete Tags

Step 1 Click Contacts and select My Influencer.

Step 2 Click on Settings in the top right-hand corner and then select Tags

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Step 3 In the "Actions" column, click on the delete icon.

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Step 4 Click Yes, delete this tag.

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How to Add a Tag to an Influencer

Step 1 Click Contacts and select My Influencers or Prospects.

Step 2 Check the box next to the influencers and click Tags.

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Step 3 Select the tag(s) you want to add to the influencers and click Apply.

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How to Remove Tags from Influencers

Step 1 Click Contacts and select My Influencers or Prospects.

Step 2 Click on the influencer you'd like to remove the tag(s) from.

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Step 3 Scroll down to the Tags section and click Manage Tags.

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Step 4 Uncheck the box for the tags you wish to remove and click Save Tags.

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How to Filter by Tags

Step 1 Click Contacts and select My Influencers or Prospects.

Step 2 Click Filters.

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Step 3 Click on Contact Tags and Select a Tag.

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Step 4 Click on Apply Filters.

 

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