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Creating Tags for Contacts


Purpose of Tags on a contact is add labels (categories) that describe the contact, for example Gender, MALE and FEMALE.  You might want to send a specific email to only females in an audience, in order to acheive this you must first apply Tags to each client so the software knows which contacts to select in an Audience.



To create a tag for a contact click on the Campaigns option in the left menu bar on the QuoteCloud dashboard.

Next, click on the Audience option in the top menu bar.

Click on the down arrow for the Action Menu, on the right of the audience that you would like to update contacts, as shown in the example below.

Select the option Manage Contacts.

Now click on the Manage contacts option in the audience menu bar and select Tags.

Select Create Tag in the bottom right-hand corner.

Input a tag that will be added to the contact e.g. Male.

The new tag will be added to a list of existing tags.
 

You can also Edit and Delete existing Tags in the area.

Add a tag to a Contact

To add the tag to a contact, select the desired contact and click on the button on the right-hand side of the contact's profile.

A dropdown box will appear with a list of all existing tags.

Click on any tag to add it to a contact.

Related User Guide Topics

Edit a Contact in an Audience
12 Mar 2021
An Audience is a set of contacts that will receive an email from a campaign.  An Audeince can be segmented using tags to identify certain characteristics of a contact, such as gender, age group, industry, etc.  The details of these contacts typically consist of a; First Name, Last Name and Email Address.QuoteCloud makes it super easy to edit the details of a contact at any point.
Creating Tags for Contacts
12 Mar 2021
Purpose of Tags on a contact is add labels (categories) that describe the contact, for example Gender, MALE and FEMALE.  You might want to send a specific email to only females in an audience, in order to acheive this you must first apply Tags to each client so the software knows which contacts to select in an Audience.
Email Marketing - Import Contacts to an Audience
14 Aug 2020
If you want to import a large number of contacts from another source, for example a CRM, Spreadsheet, or accounting package, using a text import file (CSV format) is an easy method to complete this task. This tutorial describes the process to complete an import of contacts into an audience.
Email Marketing - Manually Unsubscribe a Contact from an Audience
11 Aug 2020
Learn how to manually unsubscribe a contact from an audience

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