How to Add Tags

This article provides a step-by-step guide on tagging contacts, campaigns, and other elements within the platform. Discover how to effectively categorize and segment your audience, making it easier to personalize communications and improve engagement in your marketing efforts. Unlock the power of tagging to streamline your workflow and optimize your CRM experience.

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1. Navigate to "Settings" from the main menu.

2. Click on "Tags".

3. Click on "New Tag" to start creating a new tag.

4. Enter a name for your new tag in the "Tag Name" field.

5. Finally, click "Create" to add the tag.