Creating a new tag
- From the top menu on any Jetpack CRM admin page, go to Contacts > Tags, where you’ll see a list of your existing tags.
- In the “Add Contact Tags” section, enter whatever tag you want to add, and click the “Add” button. You should now see the new tag in your list of existing tags.
- Repeat steps 1-2 to add as many tags as you’d like.
Viewing contacts by tags
On that same Contacts > Tags page, you’ll see a “count” column showing the number of contacts with each tag. Click the “count” number next to a tag to view all contacts with that tag.
Alternatively, go to Jetpack CRM > Contacts or Contacts > View All from the top menu on any Jetpack CRM admin page. In the “Select tag” dropdown list at the top of the page, select a tag to view all contacts with that tag.
Deleting tags
On the Contacts > Tags page, click the “Delete” button next to the tag you want to delete. This will delete the tag and remove it from all contacts.
Note: This action is irreversible.
Deleting tags in bulk can be done from the Contact list:
- select at least one contact (you can also bulk-select them!)
- use the Bulk selection drop-down menu
- select the Remove tag(s) option
- tick the box of the tags you want to delete forever
- click the remove tags button
Adding a tag to an existing contact
Adding a tag to a contact
- Go to Jetpack CRM > Contacts or Contacts > View All from the top menu on any Jetpack CRM admin page.
- Click on a contact to view it, then click the “Edit Contact” button.
- Locate the “Contact Tags” box. Enter the tag into the field provided, and click the “Add” button.
- Scroll up to the top of the page and click the “Update Contact” button to save your changes.
Adding a tag to multiple contacts
The tag(s) must already have been created before following these steps:
- Go to Jetpack CRM > Contacts or Contacts > View All from the top menu on any Jetpack CRM admin page.
- Check the box next to each contact to which you want to add the tag.
- In the “Bulk actions” dropdown list, select the “Add tags” option.
- Select the tag(s) you want to add, and click the “Add Tags” button.
If the tag has not yet been created, please follow the steps above to create a new tag.
Automatically tag contacts
Please check this guide on how to tag contacts automatically.
Frequently Asked Questions
How can I edit or rename a tag?
It’s currently not possible to rename a tag. We have an existing feature request for this. As a workaround, you could filter by tags, then add the new tag to the filtered contact results (you can use the bulk option for adding tag/s to multiple contacts). After that, you could remove the old tags from the filtered results.