Applying tags helps keep things organized in your database and makes it easy to include or exclude people from your searches later on. Tags are typically applied via imports or when surveying people at the door or on the phone. Another way of adding tags on a massive scale is through Search.
Before adding tags, ensure that you've created a tag and saved a search.
Creating a Tag
Please refer to our guide on Tag Creation if you need guidance on this step.
Save a Search
Begin by creating and saving a search in Basic, Map, or Advanced Search. This search should include criteria that you want to track with a tag. The most common use case for applying a tag is to eventually exclude it from your search (ex., you've already contacted this list in a mailer and don't want to contact them again). You can also use this method to create universes to reference in the future, which can then be resized for walk surveys.
Adding a Tag
After a search has been saved, the option to 'Add' becomes available in the bottom action bar. Select Add > Tags, and a sidebar window will appear. Select the tag you'd like to apply and save.
Using the Tag in Search
As previously mentioned, the most common use case of applying a tag is to eventually exclude the tag. Once back in Basic or Advanced Search, head to the Tags tab. Search for the tag category and tag under Include in Search or Exclude in Search. Continue by creating your new search with this tag applied to get your final list.
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