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Tag Contacts

Add tags Filter by tag Send to tag group  

Just as you can tag conversations, you can add tags to individual Contacts to group them together to make them easier to find, and to send emails to an entire tag group at once. For example, you could create tags called "Suppliers" and "Registered customers" to separate different types of correspondents.

Add tags

  1. Open the Contacts tab
  2. Click a contact (or multiple contacts) from the Contacts list
  3. Click Add Tag on the toolbar
  4. Type a new tag, or use the down arrow to select one from the list of existing tags
  5. Click Update Tags

Filter by tag

The left side of the Contacts tab lists any Tags assigned to contacts.

  • Click a tag to see contacts with that tag.

Send to tag group

  1. On the left side of the Contacts tab, click the Tag associated with the group you wish to email
  2. Click individual Contacts in the list to select a subset of the group, or click the box at the top of the list to select the entire group
  3. Click Send Email on the toolbar
  4. The new message tab will open, with the selected contacts in the "To" field
  5. Type your subject line, add any desired email tags, type your message, and click Send.

TIP: Add Contact to Group

To add contacts to an existing tag group, follow the 'Add Tag' procedures above and choose the group tag name from the pull-down list. You can apply multiple tags for each contact for non-exclusive groupings.

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