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Creating and Adding a Tag to a Contact
Creating and Adding a Tag to a Contact
Daniel Walsh avatar
Written by Daniel Walsh
Updated over a week ago

On Whippy, you can organize your contacts with tags. Tags are used to categorize and organize contacts more efficiently and effectively. By adding tags to contacts you can easily filter, search or send campaigns to them later. To create tags and add them to contacts, follow these instructions:

2. Click on Add Tag

Click on Add Tag to create a new tag.

Click on Add Tag

3. Give your tag a name

Give your tag a name and choose a color.

Give your tag a name

4. Click on Save Tag

Click on Save Tag

5. Go to Contacts

After saving your tag, go to the Contacts page.

Now go to contacts

6. Search or pick from the list the contact you would like to tag

You can use the search bar from the Contacts page to find the contact you want to tag.

Search or pick from the list the contact you would like to block

7. Click on the contact

Once you have found the contact you want to tag, you can select that contact to open the contact side panel.

Click on Sherri Berry

8. Click on Add Tag

Click on Add Tag to choose a tag for the contact.

Click on Add Tag

9. Choose the tag you would like to add to the contact

Click the checkbox of the tag you would like to add to the contact.

Click on checkbox

10. Click on Save

Click on Save

Done. You've tagged your contact! πŸŽ‰


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