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How To: Using Tags

October 7th, 2010

Tags are COOL. Seriously cool.

Tags help me slice and dice my data. That simply means I can get a report/view on just certain records, like:

  • Show me all of my Contacts who I’ve tagged as “family.”
  • Or, show me all of my Contacts who I’ve tagged as “hiring manager,” or “newsletter.”

One that I’ve done is this:

  • “show me all of my Contacts I’ve tagged as “family,” and who have the last name of “Alba.”

Tags help me filter down and get a subset of my data.

How do you create a tag?

On the ADD or EDIT page (of Job, Company or Contact) simply type in any tag you want (1). If it is a tag you already created you can either type it again or you can select it from the drop down (2).

jj_tags

It’s that simple, and perhaps one of the most important things to do when you create a record.

The two main places to make use of tags are in the List Panel search:

jj_list_panel_search

… and the Get Contact List (here’s a video on how that works) (premium feature):

jj_get_contact_list

Are you using Tags? If not, use them!

(note: tags are similar to Labels on Gmail)

3 Comments »

3 responses to “How To: Using Tags”

  1. […] To send one email to multiple contacts, go to the List Panel and click the checkboxes of all the contacts you want to send an email to (to see how to filter the List Panel results to just the contacts you want, check out this post). […]

  2. […] (If you don’t see the email column, click Manage Columns to add it.  Video instructions here) That’s it. OH WAIT – HERE’S THE BONUS PART OF THIS POST.  THESE ARE PREMIUM FEATURES. Bonus 1: Multiple email addresses from the List Panel To send one email to multiple contacts, go to the List Panel and click the checkboxes of all the contacts you want to send an email to (to see how to filter the List Panel results to just the contacts you want, check out this post). […]