Contact Tags

Creating a new tag

1. From the top menu on any Jetpack CRM admin page, go to Contacts > Tags, where you’ll see a list of your existing tags.
2. 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.
3. 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

1. Go to Jetpack CRM > Contacts or Contacts > View All from the top menu on any Jetpack CRM admin page.
2. Click on a contact to view it, then click the “Edit Contact” button.
3. Locate the “Contact Tags” box. Enter the tag into the field provided, and click the “Add” button.
4. 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:

1. Go to Jetpack CRM > Contacts or Contacts > View All from the top menu on any Jetpack CRM admin page.
2. Check the box next to each contact to which you want to add the tag.
3. In the “Bulk actions” dropdown list, select the “Add tags” option.
4. 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.