Create And Manage Tag Categories

Introduction

Use tag categories to organize your tags . You can use tag categories to apply or remove a whole group of tags as part of an automation action (e.g. to remove all membership related tags when a customer cancels a subscription.)

Example tag category names:

  • Customers
  • Prospects
  • Members
  • Events

 

Step-by-Step Instructions

  1. Go to CRM > Settings

     

  2. Click on Tag Categories in the settings menu.

     

  3. Click on the Add Tag Category button.

    Note: You can also create a new tag category "on the fly" when adding a new tag.

     

  4. Enter the category name and description and click on the Save button.

     

  5. (Optional) Click on Delete to remove the tag category permanently.

    Be Careful!
    When you delete a tag category, it is permanent. The tags assigned to it will be reassigned to the "Unnamed Category." You may want to update existing tags before you delete a tag category.

     

  6. To assign a tag to a different tag category, find the tag and change the Tag Category drop-down.