Manually adding a tag

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Summary:

 

Sometimes you will want to "tag" a visitor (e.g. as a prospect, competitor, enquired...)

Now you can create your own tags and give them colours, so tagged visitors show up whatever colour you want, making it easy to spot e.g. "competitors" a mile away! (See Tagging Dashboard for more info)

 

In order to tag one visitor manually...

1) You will need to go into the profile:

2) And then if you find the CONTACT TAGS section, you will need to change the view to LIST VIEW in the top right corner:

4) You can select a tag from the drop down appears or add your own:

 

5) In order to add a new tag you will need to type the tag name and then add a comma after it (,)

 

If you want to then create a stream based a tag please check out:

 

How to Create a Stream Based on Tags?

 

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