Introduction
The Tags feature allows you to efficiently organize and manage your contacts within the SKED system. Creating, editing, and assigning tags to your clients and leads can streamline your communication processes and ensure that specific groups receive targeted messages. This guide will walk you through creating, editing, and managing tags, helping you make the most of this powerful organizational tool.
Got questions? View the FAQ’s section at the bottom of this article!
Search Tags
If you're looking for a specific tag and don't feel like scrolling, you can quickly locate it by typing it in the search function.
Create Tag
Select the “add tags” button on the top right of the screen. Then, name the tag and select the blue “Add” button to include it in your office system. As of now, this Tag is inert- Learn how to bring it to life in the next section.
Tag Examples: Pregnancy, workshops, pediatrics, ADHD, ADD, constipation, or other condition-specific names.
Edit Tag Name
Click the pencil icon on the desired tag. After renaming the tag, select the checkmark next to the text box to save the change.
Assign Tags to Contacts
After a tag is created, you can rename it or assign it to any contacts you want to receive messages related to it. The following sections will introduce you to the ways you can customize your office tags and how to link them efficiently.
Adding a tag to your Clients/Leads will streamline your communication process with your contacts. All Contacts associated with a specific tag will receive a message when you include that tag in your messages or campaigns.
Warning: One-time messages will send messages to all contacts associated with the tag, including inactive patients.
To start, click a gray tag box to select it. When selected, the tag bar should be highlighted in blue. At the same time, a second column will appear in which you can assign the selected tags to contacts.
Tip: Multiple tags can be selected at once. This is useful when you need to add contacts to several topics.
Tip: Clicking on a blue highlighted tag will deselect it.
Next, select the clients or leads checkbox to filter contacts by that type. Scroll through the list or search names and click all contacts you want to be associated with the tag.
When tags have been added to a contact, their names will appear in a third column (“Noted as Clients/Leads with tags”), showing every Client or lead associated with that tag. Click a name in this column to remove it from the tag. If all contacts are removed from a tag, this column will disappear.
Delete Tag
Select the “X” Icon on the right side of any tag bar to remove the tag from your office's system, and select yes to confirm the deletion of the tag.
Warning: All Contacts associated with this tag will be untagged. When deleting tags, ensure you are not breaking any crucial communication chains. Accidentally deleting a critical tag will require you to rebuild it from the ground up and re-add your contacts.
FAQs
How do I add/remove tags from clients?
Go to Settings > Tags, then click on the tag from which you want the practice members added/removed.
Can I add multiple tags to one client at once?
Yes! Click all the pertaining tags, find your client, and click on them.
Do tags from my EHR transfer over?
No. New tags will need to be created and added to clients in SKED.
Do I have to click each client to add them to a tag individually?
Yes, in the SKED Admin, but our Support Team can help you tag multiple people at once. Please contact them to find out more.
How do I edit a tag name?
Click the pencil icon next to the name.
Can both clients and leads be in the same tag?
Yes! You can toggle between the clients and leads and add whoever should be in that tag.
Can I add tags to leads when importing them?
Yes! You just need to add them via a CSV import and choose which tags to add.