Tags: Organize and Build Dynamic Lists
🥷 Beta Users Only 🥷 This article applies ONLY to users with Beta access. |
Tags allow you to categorize your contacts and companies, making it easier to drill down to specific groups, or to select batches of contacts for emailing or exporting.
📑 Contents in this article - click to jump to section:
- Important Tags FAQ
- 3 Ways to Create a New Tag
- Add Tags from Search
- Add Tags from My Contacts or My Companies
- Edit, Delete, and Manage Tags
Important Tags FAQ
Tags are like a label that you can freely add and remove as needed. By using Tags, you can create lists or groups for any reason, and the lists will change as you add or remove Tags.
💡 Whether you're in the "My Contacts" or "My Companies" section of your account, the steps are the same to create, use, and manage Tags.
✖️ However, Contact Tags are a distinct set separate from Company Tags. This means that a Tag used on Contacts cannot be used on Companies, and vice versa.
🔢 You can add multiple Tags to profiles; layering Tags is helpful to create a rich and meaningful view of your data.
🧑🎨 Get creative with Tags! Use dates, descriptive names, emojis, and make as many as you need. You can always cleanup unused Tags later.
3 Ways to Create a New Tag
Tags are designed to be versatile, and you can create Tags anywhere you might want to use them.
1️⃣ How to Create Tags from Search
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Navigate to the search page and perform a search.
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Locate the tag creation area at the top right-hand side of the page next to the search bar, and click on the "+" to add a tag:
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Type the name of the tag you wish to create.
💡 IMPORTANT: Tags created here must be alphanumeric (letters or numbers) and cannot include any special characters. -
Click the check mark on the box to save the tag.
2️⃣ How to Create Tags with the "Add Tag" Action
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Navigate to either the "My Contacts" or "My Companies" section of your account.
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Hover over the tag icon located at the top of the page, then click when it shows "Add Tags":
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Type the name of the tag you wish to add.
💡 IMPORTANT: Press "Enter" on your keyboard to create the new tag. -
Continue creating tags then click the "Add Tags" button to confirm.
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You can now use the tag anywhere!
3️⃣ How to Create Tags in the Details Pane
(Coming Soon!)
Add Tags from Search
(Coming Soon!)
Add Tags from My Contacts or My Companies
1️⃣ Profile Row
(Coming Soon!)
2️⃣ Details Pane
(Coming Soon!)
3️⃣ Bulk Add
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Check the box on the right side of the profiles you want to tag.
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Hover over the tag icon located at the top of the page, then click when it shows "Add Tags to Selection":
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In the provided area, start typing the desired Tag info. Existing Tags that match what you type will appear in a list:
- Click on the existing Tag to select it, or continue typing and press the Enter key to create a new Tag.
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Select all the desired Tags then click the button "Add Tags" to apply the Tag(s) to the selected profiles.
Edit, Delete, and Manage Tags
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Navigate to the My Contacts page if you want to manage Tags for contacts, or navigate to the My Companies page to manage Tags for companies.
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Toward the top right corner, click on "Manage Tags":
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In the "Manage Tags" section, you can:
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View profiles attached to the tag (blue arrow button on right):
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Delete tags you no longer need (red trash can button on right):
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Edit tag names, if the pencil icon is shown:
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Notes for Managing Tags:
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Tags created prior to the release of this functionality were referred to as Lists.
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Lists cannot be renamed, and a lock icon will appear next to them.
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You can still add tags to the contacts in these lists to move them to another tag if needed.
👷♂️ This is a New Feature! 👷♂️ Questions? Suggestions? Please let us know! Your feedback is valuable and will be used to help us improve RocketReach and guide future updates. |
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