How To Tag Contacts

How To Tag Contacts

The following article will show you how to tag contacts for the purpose of creating campaigns targeted at them.

Step 1: 

In the HQ+ menu under Contacts, Select Tagging.




Step 2:

Select Tag to view a list of tags and create new ones.




Step 3:

Create a new tag by selecting New Tag




Step 4:

Name your New Tag & Select Save.
PRO TIP: Create a name that reflects how you want that tag to be used or a category that the tag is in. E.g. Retired, Young family, Small business.





Step 5:

You will now see your newly created tag on the list of tags.




Step 6: 

Begin tagging your contacts by selecting the checkmark box beside them, one by one.





Step 9: 

When you've finish selecting, go back to the Tag drop down menu and select the new tag you wish to apply.
PRO TIP: If you want to campaign to ALL your contacts, click the check box beside the TAG drop down and this will select all your clients.




Step 10: 

Go to the next page and rinse & repeat till you've finished.


Additional Tips:

1. You can tell that you have tagged your clients with the correct tags when you see a number in the bracket beside the tag which tells you how many people you have tagged with a particular tag. This is a very good for estimating the amount of postcard credits you need or the number of calls you can expect the calling centre to make, as part of a postcard and/or calling campaign targeted at them.
 








    • Related Articles

    • How to Upload contacts via CSV

      In this article we will explain how to upload all your client contacts to HQ+ by creating and uploading a CSV file. Please note that you have to use a laptop or desktop computer when uploading for this process. Step 1 Download the CSV template here: ...

    • How To Add Contacts Individually (Manual)

      In this article we will explain how to upload individual client contacts to HQ+ Step 1 Login to your HQ+, then click 'Contacts' in the HQ+ menu Step 2 To add a new contact click the large plus . You should be taken to a page for completing the ...

    • HQ+ FAQ

      Welcome to the HQ+ FAQs. If there's a question that is not answered below, please lodge a ticket through the support section of headquarter.io Getting Started Is there a demo account I can try? If you'd like a look around inside HQ+, please sign up ...

    • Client Consent

      This is an article explaining how to use the HQ+ Client Consent tool. Acquiring client consent for communications is an essential part of modern business practice and a requirement of MAS, PDPA, and company rules and policies. It is entirely the ...