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).

In the article, you will learn:

• How to Create Tags
• How to Delete Tags
• How to Add Tags to Influencers
• How to Remove Tags from Influencers
• How to Filter by Tags

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. 

Step 3 Click on + Create. 

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

 

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. 

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

Step 4 Click Yes, delete this tag.

 

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.

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

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.

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

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

How to Filter by Tags

Step 1 Click Contacts and select My Influencers or Prospects.

Step 2 Click Filters.

Step 3 Click on Contact Tags and Select a Tag.

Step 4 Click on Apply Filters.