Tag Accounts

Tag Accounts

 

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 the home button and select settings.

 

Click on Tags in Location Settings.

Select Tags from the menu on the left side of Location Settings.

 

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

Enter description and click save.

 

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 edit in the member's account.

 

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

Check the box next to the tag you created. 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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