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Tags - What they they, how to create them and use them.
Tags - What they they, how to create them and use them.

This article will help you understand the use of tags and how to make them.

Maddison Black avatar
Written by Maddison Black
Updated over a week ago

Tags are the BEST way to organize and group your contacts together. It is a simple way of marking a contact's profile to be able to see a group of them listed on reporting, or even send text messages, emails, post cards, and voice broadcasts to specific audiences based on their Tags! This will make it much easier to select your audience for mass communication!
You can use them for other reasons as well, examples would be creating a Military Tag or First Responder Tag so you can mark them as receiving a special discount, or truly for any reason you would want to group people together. 😃

These Tags can be added to your students manually, or you can have our digital forms tag them automatically. They can be automatically tagged by RainMaker Web Forms, Profit Generators, and Digital Waivers!
If you would like more info on these Forms, you can click any of these: 

Creating Web Forms

Creating Digital Waivers

Trial Profit Generator

How to Create Tags

  • First, go to Settings > Marketing > Tags: 

  • Then you can Enter your Tag Name, choose "Regular Tag" and Click "Add."

Creating your Tags is that simple! They can now be assigned to any of your contacts! 

Assigning Tags to Your Contacts

  • If you are wanting to assign an individual person or a small group of people a tag the fastest way to do this is to go to their profile pages. Under their profile picture, you will see add/edit tags:


Type in the name of the Tag you would like to add, and click on it when it pops up!
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  • If you are wanting to assign a tag to a large group, the best practice is to choose any of your Contact Reports to assign a tag in bulk! To do this you would go to Reports and choose your Listing of All..(Members, Prospects, Trial Members, Inactive, Former) report.

  • Check the boxes next to the individuals you are wanting to be tagged with a specific tag. 

  • Then, scroll to the bottom and you will see where it says Bulk Actions with 2 dropdown menus next to it.
    In the first dropdown, select Assign a Tag and in the second select the desired tag. Then hit Go.


Here is a quick video tutorial on how to create tags: 

And here is a quick video tutorial on how to add Tags to your contacts: 

Thank you for being a RainMaker and let us know if you have any questions! 😃
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