How to Add Tags in Call & Email Settings
Automatically tag new contacts by applying tags at the campaign level settings.
You can individually tag calls & text messages under call settings and email leads under email settings.
Add Tags for Inbound Call & Text Campaign
Login to CallAction
Click on Numbers
Click on Call Settings
Click on Call Campaigns
Select Tags from auto-suggest drop-down
(Note: You can add more than one tag)Click Save Changes
Now every inbound call or text message will be automatically tagged with your selected default tags. Tags are pushed in notes via all API integrations to provide you a powerful workflow.
Add Tags to Email Settings
You can tag all your inbound email leads automatically.
Login to CallAction
Click on Numbers
Click on Email Settings
Click on Email Campaigns
Select Tags from auto-suggest drop-down
(Note: You can add more than one tag)Click Save Changes
You now have a powerful and efficient workflow with all of your leads auto-tagged upon capture. You can view all your tag settings to add, edit or merge tags.
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