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Kartra Campaign: Tags and Categories

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Tags are labels that help to organize your leads (“Has purchased Upgrade”, “Has Opened Email”, “Has Attended a Webinar” to name just a few).

Categories allow you to group sets of tags together for further organization of your leads.

Tags

Make certain you have chosen Tags (Marked #1 Below).

Search Tags

Find a specific tag using the search function (Marked #2 below).

Display Tags

You can choose to display the Tags alphabetically by Tag Name, category, and "Leads Tagged" (Marked #3 below).

Edit/Delete

These are displayed under ACTIONS. The pencil edits and the X deletes the tag (Marked #4 Below).

Display 20

Change the number of tags displayed by using the drop down menu (Marked #6 below).

 

 


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New Tag

Create new tags as you move through your Kartra experience. Tags can be added at any time and for any number of leads to assist in organizing them. Click the green plus "Tag" (Marked #5 Above) and a pop up will appear to add a new Tag.

Tag Name

Add a name for your tag using only letters, numbers, and spaces (Marked #1 Below).

Tag Color

You may add color to your tag (Marked #2 below).

Tag Description 

Add a tag description for your personal reference only. It will not be displayed publicly (Marked #3 Below).

Category

Assign it the tag to an existing category, create a new one, or choose "No Category in particular" (Marked #4 below).

OPTIONAL

Add an expiration date to your new tag (Marked #5 below).

Once you've completed all required fields, the Create button will turn green (Marked #6 Below). Press Create to save your Tag. 

 


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Categories

Categories are more generalized groups for tags. For example, you may have a category of "People Who Purchased Product X” with tags such as “Bought at Price Point 1”, or “Purchased Upgrade”. Or, a category for various webinar attendees.

Make certain you have the Categories tab selected (Marked #1 Below).

Search Categories

You can search for a specific tag using the search function (Marked #2 below).

Choose How to Display Categories

You can choose to display the Categories alphabetically by Category name, number of Tags, or number of "Users Tagged" (Marked #3 below).

Edit/Delete

These are displayed under actions. The pencil will let you edit, and the x will let you delete the tag (Marked #4 Below).

Display 20

Change the number of tags displayed by using the dropdown menu (Marked #6 below).

 

 


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New Category

While you are toggled over on the Category section (Marked #1 Above) you can click the green plus "Category" button to add a new one.

Category Name

Add a name for your category using only letters, numbers, and spaces. This is the best way to identify groups of tags, so make it as generalized or specific as you need to suit your purposes.

Once you've completed the Category Name, the Create button will turn green (Marked #6 Below). Press Create to save your Category.

 


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Actions on Tags and Categories

Category Tags

In the Tags section, you can take various Actions. Click the circle beside Tags (Marked #1 Below).

You'll see both the number of tags, and those tags that are selected. Beside it is an Action drop down (Marked #2 Below). Here is where you choose to Delete, Assign to Category, or Merge tags.

 

Category Actions

If you click to the Category section, you can take action on Categories, as well. Click the circle beside the category you wish to choose.

You'll see both the number of Categories and the number of Categories selected. Beside it is an Action drop down (See Tags picture above). With Categories, the only action is to Delete.


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