Scenarios:

  1. You want to filter your customers by tags

  2. You want to label a certain group of customers

This document assumes the following:

  • You have created tag groups

Where To Manage Tags

  1. Click on the (+) plus tab in the main navigation bar.

  2. Select Settings.

  3. Click on Manage Tags.

How To Add Tags

  1. Within your Settings, head to the Manage Tags section.

  2. Under the All Tags option, Click + Add New Tag.

  3. Type in the name of your desired tag

  4. Drag the tag into a tag group.

Order Tags

Arrange your tags to be listed in a particular order by dragging them and arranging them from left (will appear first) to right (will appear last).

Remove Tags

You can delete a tag from a group or remove it entirely.

1. To remove a tag, click the small x next to it whether it's within a tag group or the All Tags section.

Awesome! Now see how to tag a customer here!

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