How to Create and Use Tags on a Client Profile

Go into a Clients profile by clicking on their name.

When in their profile, click on the Additional Tab.

There are Three areas for Tags to be selected.

Sports - These are preset Sport options from Baseball to Wrestling.

Seasons - Fall, Spring, Summer and Winter.

Tags - This area is where you are able to add your own tags.

Type in the new Tag you wish to enter and Click on the Add Tag button. The Tag will go into the Available area for all clients.

If you are not adding the Tag to a Profile make sure you Save the New Tag.

To add a Tag to a clients profile all you need to do in the Available area is click on the Tag, this will move the Tag into the Active Area.

Then click on the Save button.

When sending an Email Campaigns you can use the filters so you can send the campaign to the correct demographic of clients.

This can be done in the Filter Clients tab in the Send Email Campaign Area.

Click on the drop down under New Filter.

Either select the Sports, Seasons or Tags options. Find the Tag in the box on the right-hand side and select it

The Tag will go into the box on the left-hand side.