How to Automatically and Manually Add Tags to Your Contacts

How to Automatically and Manually Add Tags to Your Contacts

In this article, you will learn how to automatically and manually add tags to your contacts.

What you will need:

•        A MerwinSaaS account

•        A tag (see: How to Create a Tag)

1. Adding Tags Automatically

To add tags automatically, you'll need to create automation rules to assign tags. Tags can also be added via the Resources section of your payment page.

2. Adding Tags Manually

1.     Click on Contacts in the CRM menu.

2.     Select the contact(s) you want to assign the tag to, then click on More actions and choose Add tag.

3.     A popup will appear. Choose the tag you want to assign to your contact, then click Add tag to contacts.