Contact tags allow you to assign properties or attributes to a contact. Adding or removing a contact tag is tracked in the contact activity log, making contact tags useful to track client consent. Some uses for contact tags are:
- Build email/mailing lists based on contact properties, allowing you to target specific people rather than an entire account. These filtered contact lists can then be exported to Excel and imported into your mass email application (Salesforce, Hubspot, Mailchimp, and so on).
- Tag contacts by the relationship you have with them, such as prospect, vendor, consultant, and more.
- Add a contact's preferred contact method - email, phone call, and so on.
- Track consent to be emailed. The activity log will log when this tag added to the contact.
In this article:
Add Contact Tags
Contact tags are added on the Contacts page in the Tags tab. Click the plus to add a tag, or click a tag to edit it. Step-by-step instructions are linked below.
Tag a Contact
To tag a contact, go to its details page and click the pencil by General Information. Once tags are added, they'll display in the General Information section. When you add the contact tag, it will be logged in the contact activity log.
Use Contact Tags
Contact tags will be appear in various places in Momentus Elite:
- In the Contact List, there is a column listing all of a contact's tags. You are also able to filter the list by tag. Those changes can be saved to custom views, thus creating quick reports and mailing lists. In the default view, the tag column is farther to the right (it was moved for this screenshot).
- Tags can also be used in Insights reports and dashboards.
- When booking events, contact tags will be listed on the Create Event or Create Series form. Contact tags will also be shown in other places where contacts can be selected, such as when creating tasks.
- Tags will also be listed on the details page for the contact's events.
Tag Best Practices
At this time we do not have limitations on tags, but we do have some recommendations to use them thoughtfully:
- There is no limit on the number of tags that can be created. Do be thoughtful of the tags you create, though. Have your tags reflect meaningful processes or be helpful clues to illustrate what is happening.
- There is no limit on the number of tags which can be added to a contact. Do be thoughtful of how many tags you add to a contact. This goes back to making the most meaningful tags. If there are too many assigned tags, you will run into display limitations in the application.
- There is no character limit for tags, although only 1024 characters will be included in reports. Do keep tags short and concise, if possible, so you don't run into display limitations.