How to Use Tags
Why use tags?
Pro-tip: A prospect can have multiple tags and you can also filter specific prospects by combining tags.
How to create Tags?
From the Prospects page, click tags and Create New Tag.
Then, add the tag name and click Create Tag.
How to apply Tags to Prospects?
There are 2 ways to apply tags to prospects.
Manually applying tags
Under tags, click all the tags that you want to apply to the prospect.
Bulk applying tags by an import
After creating the columns for tags, put any value (like x) on the row of the prospects that must be tagged.
Here's a screen recording of how to map the CSV tag columns with the tags in QuickMail to apply tags to the prospects.
Note: If the prospects that will be imported are already in the Prospect list, make sure to check the checkbox "Update Prospect if Exist." This is so that the tags will be applied to the prospects.
To learn more about how to filter prospects with specific tags, here's a detailed article on how to use the advanced filters --Filtering Prospects