Creating Tags for Contacts


The purpose of Tags on contact is to 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; to achieve this, you must first apply Tags to each client so the software knows which contacts to select 



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

Sales Quote and Sales Proposal Software - Creating Tags for Contacts - illustration 1

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

Sales Quote and Sales Proposal Software - Creating Tags for Contacts - illustration 2

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.

Sales Quote and Sales Proposal Software - Creating Tags for Contacts - illustration 3

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

Sales Quote and Sales Proposal Software - Creating Tags for Contacts - illustration 4

Select Create Tag in the bottom right-hand corner.

Sales Quote and Sales Proposal Software - Creating Tags for Contacts - illustration 5

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

Sales Quote and Sales Proposal Software - Creating Tags for Contacts - illustration 6

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

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

Sales Quote and Sales Proposal Software - Creating Tags for Contacts - illustration 7

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.

Sales Quote and Sales Proposal Software - Creating Tags for Contacts - illustration 8

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

Click on any tag to add it to a contact.

Sales Quote and Sales Proposal Software - Creating Tags for Contacts - illustration 9

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. The details of these contacts typically consist of a; First Name, Last Name, and Email Address. QuoteCloud makes it easy to edit the details of a contact at any point.
Creating Tags for Contacts
12 Mar 2021
Tagging contacts within QuoteCloud allow you to filter a group of contacts to quickly send documents and invoices
Email Marketing - Import Contacts to an Audience
14 Aug 2020
Upload contacts to QuoteCloud via a CRM, Spreadsheet, or accounting package, or by using a text import file (CSV format).
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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