Tags are labels that can be assigned to Lead Docket contacts to help with categorization and contact reports. A contact can have as many tags as you like, and it can then be searched by any of those tags using reports.
This article discusses how tags function in Lead Docket, how to create tags, and how to add tags to contacts. Admins can create and manage tags. All users can add tags to contacts, except for tags added via import.
In Lead Docket, tags are used to help identify contacts. Users might want to add a tag in any of the following scenarios:
- to identify contacts that attended a company event
- to identify contacts that have a certain profession, like a doctor
- to mark contacts as reliable or unreliable
Tags and Reporting
Admins and users with general reports permissions can use the Contact Addresses and Contact Emails reports to filter contacts by tag.
Tags and Mailing List Rules
Lead Docket organizations that are integrated with MailChimp or Infusionsoft can trigger mailing list rules when tags are added or removed from contacts. Admins and users with mailing list rules permissions can configure these settings in Manage > [MailChimp or Infusionsoft] Rules.
In Manage > Tags, Admins can view and manage their organization’s tags.
The Tags section displays all of your organization’s manually-created tags. Automatic tags are not displayed in this section. Click the Tag Name column header to reverse the alphabetical sort of the tags. Enter a keyword into the Filter: box to filter the list, and click Excel to download a spreadsheet of the filtered list.
In the top right corner of the Tags section, click Add New to create a new tag. In the Add Tag form, enter a name for the tag. Then, click Create.
The new tag appears in the Tags section, and can now be added to contacts.
Edit or Delete
To edit a tag, click Edit beside the tag in the tag list. Then, edit the tag’s name as desired. When finished, click Save.
To delete a tag, click Delete beside the tag in the tag list. Lead Docket will ask you to confirm this action before proceeding. Once confirmed, the tag will be permanently deleted, and will no longer be attached to any contacts.
Add to Contacts
Tags can be added to contacts during the following scenarios:
- when creating a new contact
- when importing contacts or leads
- when editing an existing contact
When creating a new contact, you can add tags to the contact at the bottom of the Add Contact form.
Click Add Tag to open the Choose Tag modal, where you can select a tag to add it to the contact.
Note: Tags cannot be added to contacts while creating a lead, but can be added later using the steps outlined for existing contacts in the following section.
Imported Contacts or Leads
When importing contacts or leads in Manage > Import, you can add tags to the imported individuals. Learn more about importing.
Note: Only Admins and users with import permissions are able to add tags via import.
To add tags to an existing contact, navigate to the desired contact using the main search bar, or by searching in the Contacts section. Once you’ve opened the contact, click the Tags tab.
Any tags currently associated with the contact appear in the opened tab. To add a new tag, click Add Tag on the right. In the opened Choose Tag modal, click a tag to add it to the contact.
To remove a tag from a contact, click the trashcan icon beside the tag in the Tags tab. Lead Docket will ask you to confirm the action before proceeding. Removed tags can be re-added to contacts at any time.
Certain tags are added to contacts automatically. Automatic tags cannot be manually added to contacts, but can be manually removed.
Tags are automatically added to primary lead contacts when leads change status. The name of the tag corresponds with the new status. For example, when a lead enters the “Assigned” status, the “Assigned” tag will be added to the primary lead contact.
The “Lead Contact” tag is automatically added to contacts when they are added to a lead as a related contact. The “Lead Contact” tag indicates that a related contact is associated with a lead. The “Intake” tag is also automatically added to contacts when they become a lead.