Support

How to Set Up Tags 10

• What are Tags - How to Set Up, Search and Segment Contacts using Tags
• Examples of Tag or Category groupings
• What are Contacts Start Up Tags and how do I set these up?
• What is the difference between a Global Tag and an Adhoc Tag?
• How to remove Global Tags from inside the Settings so they do not appear at all?

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How to Search by Tags 5

• How to use Tag searching
• How to use Tag searching and why are some tag names in larger font?
• How do I find contacts that have not been tagged in my account?
• How do I search contacts but exclude a tag(s) group?
• I need to search on a tag group but exclude a tag within that tag group, how do I do this?

How to Add or Remove Tags 9

• How to apply a tag to a single contact record?
• How to remove a tag from a single contact record?
• Tagging contacts individually and in bulk
• How to add a tag to contacts in bulk?
• How to remove a tag in bulk

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Tags FAQs 6

• Why can I not see my tags in the tag search box?
• I deleted a tag from the global tags box - but it is still shown when I use the tag search filter why?
• Tag search problems - it is displaying a blank box or it just locks up, why?
• Can I set up automatic Tag(s) to be added to a new contact that is created manually in my account?
• I have removed a tag from a company, however individual people at the company are still tagged with the tag I no longer need - why?

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