Home > Kartra > Campaign > Leads > Kartra Campaign: Tags and Categories

Kartra Campaign: Tags and Categories

Kartra.com

Tags are labels that can be applied to your leads in order to assist with organizing them (i.e. you may tag someone as “Has purchased Upgrade”, “Has Opened Email”, “Has Attended a Webinar”, etc.).

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

Tags

Make certain this is set to Tags (Marked #1 Below).

Search Tags

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

Choose How to Display Tags

You can choose to display the Tags alphabetically by Tag Name, category, and the "Leads 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).

 

 


TOP

New Tag

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

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, as well  (Marked #2 below).

Tag Description 

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

Category

Assign it to an existing category, create a new category, 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 be green (Marked #6 Below). Press Create to save your Tag. 

 


TOP

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).

 

 


TOP

New Category

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

Category Name

Add a name for your category using only letters, numbers, and spaces. This is the best way for you to identify your 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 be green (Marked #6 Below). Press Create to save your Category.

 


TOP

Actions on Tags and Categories

Category Tags

If you click the Tag Tab, you can take various actions on Tabs. Click the circle beside various tabs (Marked #1 Below).

You'll see the number of tags, and the number of tags selected. Beside it is an Action dropdown (Marked #2 Below). You can then select to Delete, Assign to Category, or Merge tags.

 

Category Actions

If you click the Category Tab, you can take action on Categories. Click the circle beside various tabs (See Tags picture above).

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


TOP

 

 

AK072717AD-MJS