Tags are a great way to organize your contacts, Groups, Connect Cards, Widgets, and Workflows!
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What are Tags?
Tags are handy identifiers you can set on your contacts, Groups, Connect Cards, Widgets, and Workflows so you can search for them!
How to Create or Apply Tags?
You can create a Tag by clicking the "+ Add" button beside any of your contacts, Groups, Connect Cards, Widgets, or Workflows:
A pop-up menu will appear where you can type in the field you'd like to add or create:
To create a Tag on the fly, choose the "Create '__' Tag" option, and choose Confirm:
To tag something with an existing Tag, type in that Tag and choose it from the available options. Then hit Confirm.
How to Remove Tags:
To remove a Tag, navigate to the tagged contact or feature that needs to have the Tag removed.
Then click the pencil icon by that contact or feature:
Click the 'X' by the Tag you'd like to remove and choose Confirm:
How Can I Use Tags?
After tagging a contact or a feature like a Connect Card, Group, Widget, or Workflow, you can search for them using the Tag!
Type the Tag into the search bar, and any tagged items or contacts will appear in the results:
We have some upgrades to Tags already in the works, so they'll be more powerful with our future updates! Stay tuned!
Have questions or need help? Email us at support@textinchurch.com or message us within the account under the Resources tab!
