How To Manually Add a Tag Or Remove a Tag From a Contact

ShinePages Support

Last Update לפני 7 חודשים

To Manually do this - head over to the CONTACTS tab (along the top of your screen).


To ADD a Tag to ONE Contact (Individual)

There are 2 ways to achieve this: 


1) Open the contact record and click on the "Add Tag" button - you can also remove existing tags from the contact record by click on the Tag x

2) From your list of contacts, select your contact by clicking the radio button next to their name in the list and then click on the "Tag Contacts" Button"

- Select one of your existing Tags or Add a new Tag

To REMOVE a Tag from ONE Contact (Individual)


- From your list of contacts, select your contact by clicking the radio button next to their name in the list and then click on the "More" button and then on "Remove Tag" and select your tag from there


To ADD a Tag to MULTIPLE Contacts


- From your list of Contacts you can use the "filter" function at the top of the page to pull a specific list of contacts based on their existing tag, member group or any of the CRM properties in the list.

You can either manually select each one by clicking the radio button next to their names in the list - OR - you can select ALL on your list or filtered list by clicking the radio button at the top of the list next to Name (in the heading tab) and this will select all).

- Select one of your existing Tags or Add a new Tag

To REMOVE a Tag from MULTIPLE Contacts


- Once you've selected All your contacts by following instructions above - click on "More" and then on "Remove a Tag"

- Select the Tag you would like to Remove from these Contacts


Note: You can also click the "More" drop-down button to add these Contacts to an email list and turn them into Subscribers if you have permission to email them.

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