How to Manage Tags in CallAction
Tags are a powerful solution to manage & filter your contacts.
Our tagging system allows you to tag contacts and conversations with your own custom tags. You can add multiple tags, edit, delete and also merge tags.
Where to Manage Tags
Here are the instructions to access the page to manage tags across the entire CallAction system.
Login to CallAction
Click on your Name in the top left (mobile is top right) to access the drop-down menu.
Click on Manage Tags
From this tag settings page, you can now add, merge, edit, or delete tags. Below, we will cover each item.
Add New Tags
You can do a bulk upload to add multiple tags via a CSV list. This is useful for importing tags from your existing CRM.
You have two options to add tags to CallAction.
Click on Manage Tags
a) Add one tag per line.
b) Add multiple tags separated with a comma-delimited list. (e.g. tag one, tag two, three, four, five, six)Click Save New Tags
Now, all your newly added tags are available to be selected to attach to a contact using the search & select drop-down tool.
Merge Tags
You may occasionally need to merge overlapping tags to keep your tags list clean. Here's how to merge tags from one tag to another.
Click on Manage Tags
New pop-up window will appear with the merge tool
Click on Merge of the tag you want to merge with another
Select the new tag from the search & select drop-down list to merge the current selection. This will automatically update all existing tags attached to contacts.
Click Merge
Now your old tag (From) is merged into your new tag (To)
Edit Tags
You may need to edit or rename a tag in CallAction without merging it into another. This updates the tag name across all contacts.
Click on Manage Tags
Scroll to the Manage Tag section
Click Edit next to the Tag you wish to edit or rename (note: you can use the search tool to find tags)
Edit the tag as needed in the text box
Click Save
Next, you may want to actually delete tags that are not being used.
Delete Tags
Click on Manage Tags
Scroll to the Manage Tag section
Click the red Delete trashcan icon next to the Tag you wish to delete
(Note: you can use the search tool to find tags. Review the count next to the tag to see all contacts with the tag attached)This will pop-up an "Are you sure" message to avoid errors.
Click Yes
Done, you should now be able to quickly and easily add, merge, edit and delete tags in CallAction.
Next, learn how you can automatically add tags to leads at your campaign level for both calls and email leads to streamline your workflow.
You can also learn how to tag contacts in the conversation view and also filter contacts.
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