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 learn about the reports you can run using tags, click here.

To create new tags, go to your Home Menu and select "Settings."

Next, select "Tags."

This is where you can create, delete, and edit tags. 

To delete a tag, click the "X."

To edit a tag, click the tag text itself.

To create a new tag, click the green "ADD NEW TAG" button.

Next, you will give your tag a name and choose a color you would like to use for the tag. 

Click the green "SAVE" button when you're ready.

Now that you have your new tag, you can use it on members' accounts.

Once you search for the account you wish to tag, you have two options to apply the tag:

Option 1: In the empty box next to "Tags", simply type in the name of the tag you created and click on the tag option that appears below the box.

Option 2: Click on the "EDIT" box. Scroll down to the "Other "Info" section, where you can see your list of tags. Simply check the boxes of the tags you wish to apply, then click "SAVE."

You can see that the tag has been added to the account. Now, you’ll be able to run reports and segment out accounts that have the newly created tag set.