What is a Tag?

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Tags are "properties" of Contacts.  For example someone who has logged in could be tagged as "logged-in".

Streams can then be created based on whether a Contact has this property or not 

How do I create a stream based on tags?

 

Tags can be added to a Contact in two different ways:

  1. Manually using the contact view (simply load a contact, find the tag cloud on the screen, type a tag in the input box and press add).  This will add a tag to one Contact
  2. Automatically using the Site Tagging Settings.  This allows you to tell CANDDi to automatically add a tag to a Contact once they have done a specific action.  For example: when a Contact has visited your "contact us" page then they could automatically be tagged in this way

 

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