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How do I use tags?

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Ketan M.
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When setting up a new group or organization, you should consider exactly what information about your contacts you’d like to track. Tags are one of a couple a helpful ways to collect information from people you contact on Hustle. Here are some ways admins can add tags during a bulk import, add tags through the mobile app, or target Hustle goals to contacts using specific tags. 

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How do I tag contacts when importing a CSV file?

  1. Make sure you've already created the tag in your Organization Settings. For information on how to create tags, see How do I create new tags?
  2. In the Contacts tab of your Admin Panel, click Add Contacts and choose the CSV file you want to import.
  3. Select the tag(s) you want to apply to contacts in your CSV file by clicking the drop-down menu under Are these Contacts associated with tags? Screen_Shot_2019-04-12_at_2.33.09_PM.png
  4. To select multiple tags to apply to the list, click the drop-down menu again to choose more tags to apply. The tags you select will be applied to every contact in the list you are importing.Screen_Shot_2023-03-13_at_2.48.15_PM.png
  5. Click Import Contacts to begin your import.

Administrators can apply tags to existing contacts in a group by re-uploading the CSV file of contacts they'd like to tag and take the steps above. Re-uploading a CSV file won't duplicate contacts; the tag will be applied to existing contacts. Any new contacts will also be tagged and added to the group.

How do I tag contacts in the admin panel?

To tag contacts in the admin panel:

  1. In the Contacts tab of the group, select the contact(s) you’d like to tag.

    Tags_1.png

  2. Click Apply Tags.

  3. Choose which tags you’d like to apply.

    Tags_2.png

  4. Click Save.


How do I remove tags from contacts in the admin panel?

  1. In the Contacts tab of the group, select the contact(s) who have tags you’d like to remove.

    Tags_1.png

  2. Click Remove Tags.

  3. Choose which tags you’d like to remove.

    Tags_4.png

  4. Click Save.


How do I tag contacts in the mobile app?

To apply tags in the mobile app:

  1. Tap the contact name at the top of the conversation window.
  2. Tap Add Tags.
  3. Search for the tag you want to apply > + next to the tag you wish to apply.

Note: Agents can only apply Contact Profile and Opt Out Reason tags that have been added through the admin panel of the Organization under Tags; you can't create tags in the mobile app.

How do I tag contacts in the web app?

To apply tags in the web app (web.hustle.com):

  1. Click Show Profile at the top of the page under the contact’s name.
  2. Click Choose tags in the panel on the right of the screen.
  3. Choose what tags to apply to the contact; to add more than one tag, click in the Choose tags box.
  4. The tags will be applied when you choose it from the profile.

Note: Agents can only apply Contact Profile and Opt Out Reason tags that have been added through the admin panel of the Organization under Tags; you can't create tags in the mobile app.


How do I use tags and goals to target specific contacts?

  1. In the Goals tab, click Create a Goal.
  2. In the Targeting section, select from:
    • Contact contains all of the Tags listed
    • Contacts has any of the Tags listed
    • Contacts do not match any of the Tags listed
  3. Choose which tag in the drop-down menu you want to affect targeting:

tag_Targeting.gif

For more information about targeting in Hustle, see How do I target Contacts in my goals? 

 

 

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