Tags

In this article, we will review how to create tags, add them to contacts, and the various ways tags can be used. 

Automatic Tag vs. Custom Tag

Certain tags are added to contacts automatically; they cannot be added manually but they can be manually removed. This includes lead status tags that are added to the primary contact of a lead when they are put in a specific status. 

For example, when a lead is put in the Pending Signup status, the Pending Signup tag will be added to the primary contact automatically. 

Contact tags can be managed in the lead contact, under the tags tab. 
 

The following tags are added to contacts automatically: 

Lead Status tag is added to the primary contact when a lead is put in that status. As the lead status changes, the new status is appended to the list of tags, the older statuses are not removed. Substatuses are not added as a tag automatically.

Lead Contact is tag added to a related contact on a lead

Intake tag is added to the primary lead contact for every lead created. 

How to create and add tags to contacts: 

The Tags page is only available to users with administrator permissions. 

To create a tag, go to Manage > click Tags. Here you can manage existing tags. 

Click add new to create the new tag. 

 

The tag can then be added to the contact by going to the tags section in the contact, then add tag. The popup should show you the custom tags that you can then click to add to the contact. 

How Tags Can be Used

The two most common uses for adding tags in Lead Docket...

Integration with Mailchimp - Custom tags can be used as a trigger to add or remove a contact to a Mailchimp audience. 

Reports - The Leads Report allows you to add tags as a column or use a tag as a filter in your report.