How to Create a New Tag (under Settings > Tags)

Creating a New Tag

1. Access Settings:
   • Navigate to the bottom left-hand corner of the screen and click on the Settings icon.

• Locate Tags Section:
• Scroll down the left-side menu until you find the Tags option.

• Create a New Tag:
• Click on the \+ New Tag button.

• In the pop-up window, enter the desired name for your new tag (e.g., "Opted in :: \[ Lead Magnet Name \]").

• Finalize Creation:
• Click the Create button to save the new tag.

• Verify Tag Creation:
• Scroll through the list of tags to ensure your new tag appears correctly.

Tips for Efficiency

• Double-check the spelling of the tag name before saving to avoid creating duplicate tags or errors.
• Familiarize yourself with your existing tags to avoid creating similar or redundant tags.
• Ensure that the tag name follows a established naming convention that you prefer, so you can maintain consistency, and easily identify what a tag does based on it's name alone.
  • Use clear and descriptive names for tags to make it easier for team members to understand their purpose.
  • Consider creating a reference document that lists all existing tags and their purposes to streamline the tagging process.
• Avoid using special characters that may cause issues in the system.
• Consider creating a list of potential tag you may need before starting the process to streamline decision-making.