Scenarios
  • You want to filter your customers
  • You want to label a certain group of customers
This document assumes the following.

 

Where To Manage Tags

  1. Click on the (+plus tab in the main navigation bar.
  2. Select Settings.
  3. Click on Manage Tags.

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How To Add Tags

  1. Within your Settings, head 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.

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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 its within a tag group or the All Tags section.

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Awesome! Now see how to add tag groups here!

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