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How Do I Add a New Tag To My Contacts?

May 31, 2024 | By: PhotoBiz Knowledge Base

PhotoBiz Website Package includes contacts, which stores the data from all of your form submissions, orders, and more. You can use tags on your contacts to help keeping things organized and easy to send out email campaigns and more. This guide will walk you through the steps of adding a new tag to your contacts.

Pro Tip: Learn more about organizing your sales leads with tags!

STEP ONE

Log into your PhotoBiz account and click on CONTACTS in the left side menu.

STEP TWO

Click on TAGS at the top of the Contacts control panel.

STEP THREE

Click on the NEW TAG button.

STEP FOUR

Type in the new tag name and click on the Add Tag button.

STEP FIVE

Click on Contacts at the top center of your Contacts control panel and select the contact(s) you want to add your new tag to by checking the box next to the contact and then click on the ADD TAG button.

FINAL STEP

Type in the tag you want to add and the it will pop up for you. Select and add that tag to the list, you can add multiple tags here if you wish. Click Save Changes to apply the tag(s) to your selected contacts.

To make sure the tag is applied to the contact entry, scroll down to the bottom of the page and click on save changes.

How To Automatically Tag Form Submissions

How To Add A Tag To Multiple Contacts

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