Скачать или смотреть 8.7. User Guide Administration - Understanding the Tags page

Need to categorise your contacts for targeted communication in your GO! Site Ready portal? 💡 This user guide provides a clear, step-by-step walkthrough for administrators, showing you exactly how to create and manage custom Tags to group your contacts.

👉 What You'll Learn in This Tutorial:
• Use Tags to organise your contacts by project, role, or department.
• Use Tags can be used to send targeted bulk emails and SMS messages.
• The simple steps to create, search, edit, and delete Tags.
• View a full list of contacts assigned to a specific Tag.

⚙️ Follow These Steps:
1. To create a new Tag, click the plus icon and give it a descriptive name.
2. Use the search bar at the top of the screen to find any existing Tag.
3. Use the icons on the left to Edit a Tag's name or Delete it.
4. Click the eye icon next to a Tag to see a complete list of all contacts who have been assigned that Tag.

✨ Important Notes:
• The main benefit of using Tags is the ability to send bulk emails or SMS messages to a specific group of contacts, streamlining your communications.
• Tags are flexible, allowing you to group contacts in any way that makes sense for your business, such as by project, team, or location.

Did this guide help you manage your Tags? Let us know in the comments! 👇

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