Quickly organize groups of people and easily communicate with those groups by setting up Tags. Organize your Tags even more by putting similar Tags into folders or sub-folders. Click Here to learn more about Tag Folders.
Adding a Tag
- Select the "Tags" tab from the top right.
- Navigate to the folder in which you desire to place the tag.
- Click the "Add New Tag" button.
- Give the Tag a name and click "Create."
Editing a Tag
- Select the "Tags" tab from the top right.
- Navigate to the folder containing the tag you wish to edit.
- Hover over the tag you wish to edit. On the right, an edit icon will appear. Click on that icon.
- Make the desired changes and click "Save."
Assign /Unassign People to Tags
To assign an individual person or multiple people to a tag:
- Select the "Tags" tab from the top right.
- Navigate to the folder containing the tag and click the tag.
- On the right, click "Add People to Tag."
- Begin typing the person's name. The name will appear in a dropdown list.
- Select the person's name.
- Repeat steps 4 and 5 until everyone you'd like to add has been selected, then click "Add."
To unassign a tag or tags from a specific person:
- Select the "Tags" tab from the top right.
- Navigate to the folder containing the tag and click the tag.
- You will see a list of people within that tag. Click the remove icon to the right of the person you wish to remove.
Alternatively, you can Assign/Unassign multiple tags from a single person. To do this:
- Navigate to a person's profile page.
- Click "Tags" from the left menu.
- On the right, click "Assign/Unassign Tags."
- Deselect the tags you'd like unassigned to that person.
- Click to save your changes.
Bulk Assign /Unassign People to Tags
- Search People for those who you would like to tag, using a specific profile field by Selecting the "People" tab from the top left.
- On the left, click "Show More Filter Options."
- Select all of the criteria you would like to filter by. The results will show up on the right.
- Using the Action Panel select either "Assign to Tags" or "Remove From Tags" to bulk tag or untag the people who match your search parameters.
Deleting a Tag
Overview: You can delete existing tags that you no longer need. To delete, simply follow these steps:
- Select the "Tags" tab from the top right.
- Navigate to the folder containing the tag you wish to delete.
- Hover over the tag you wish to delete. On the right, an (x) icon will appear. Click on that icon and then select the delete button.
- Alternatively, you can click the tag name to open it. Then click "Delete Tag" on the left.
If you unintentionally delete a tag, restores can be done for up to 30 days. See our section on recovering deleted data for more information.