Creating and tagging accounts is a powerful and flexible way for you to segment your members into categories that make sense for your business. To create new tags, start by navigating to the settings page. Once on the settings page, click on the Tags tab:

click on the tags settings tab

 

Once on the tags menu, click on the new tab button at the bottom of the screen:

click on the new tab button

 

Enter a simple description for the new tag and then click the save button:

save the new tag

 

After you’ve created a new tag it will be available under the edit account screen for all of your accounts. Start by searching for the account you wish to tag, then once you’re viewing the account information, click the edit button:

click on the edit account button

 

And finally, check the box next to the tag that you just created and then click on the update button:

click the new tab checkbox then click update

 

Now you’ll be able to run reports and segment out account that have the newly created tag set. For more information on running reports and segmenting members see the related articles.

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