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How to segment Contacts with Tags

Tags are unique identifiers used to segment companies and contacts. Tags you create and assign to contacts are separate from company tags. You can use tags to segment contacts based on their preferences and create targeted mailing lists for marketing campaigns. Once you tag a contact record, you can filter contact records based on tags.

Click on the Contacts module in the top header menu and select a contact record from the contact list.

Click ‘Add/Remove Keyword Tags’ in the contact record.

Enter a tag name and click on the ‘add’ icon on the right. The tag should appear in the ‘Selected Keyword Tags’ list.

Click ‘SAVE’ once you create the tag.

Using available tags

The ‘Available Keyword Tags’ list displays previous tags you created in Legrand CRM. You can assign existing tags to any contact.

Select the tag from the ‘Available Keyword Tag’ list and click the ‘Add Tag’ button to assign it to a contact. Alternatively, click the second icon to assign all existing tags.

Click ‘SAVE’ once you assign the tags.

NOTE: You can also double-click tags to assign or remove them.

How to remove selected tags

Select the tag you would like to remove and click the ‘Remove Tag’ button.

Updated on 29 August 2022

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