How to Add Tags to a Contact in ClickFunnels 2.0
Hi everyone! My name is Devon from Repair My Funnel, and today I'm going to show you how to add tags to a contact in ClickFunnels 2.0. Tags are a great way to organize and track your contacts, helping you manage your funnels more effectively. Let's dive right in and get started!
Navigating to the Contacts Section
To begin, you'll want to log in to your ClickFunnels 2.0 account. Once you're on the dashboard, head over to the top left-hand corner where you'll see the "Customers" tab. Click on it, and then select "Contacts" from the dropdown menu. This is where all your contacts are stored.
Selecting a Contact
Now that you're in the Contacts section, find the contact you want to add a tag to. For this example, we're going to add a tag to a test contact. Once you've found the contact, click on their name to open their profile.
Adding a Tag
Inside the contact profile, you'll notice an "Edit" button at the top left-hand corner. Click on it to start making changes. On the right-hand side of the screen, you'll see a section labeled "Tags."
You have two options here:
Saving Your Changes
Once you've added the tag(s) you want, scroll down to the bottom of the page and click the "Update Contact" button. This saves your changes and successfully adds the tag to the contact.
Verifying the Tag
There are two places where you can verify that the tag was added:
- Inside the Contact Profile: Scroll down to the "Tags" section to see the tags listed. If you click on the tags, a dropdown will show you all the tags assigned to this contact.
- In the Contacts Tab: Go back to the main Contacts tab, and you'll see the tags listed under the "Tags" column for the contact you just updated. Clicking on the tags here will also show you the list.
Final Thoughts
And that's it! You've successfully added a tag to a contact in ClickFunnels 2.0. This simple feature helps you stay organized and makes managing your contacts much easier. If you found this guide helpful, don't forget to subscribe to our channel, hit the notification bell, and like the video so you don’t miss out on future updates from Repair My Funnel. See you next time!
Additional Resources
For further assistance and more in-depth guides, check out these resources:
If you need personalized help, contact our support team at support@repairmyfunnel.com.
Additional FAQs
Can I add multiple tags to one contact?
Yes, you can add as many tags as you need to each contact. Just repeat the steps to add additional tags.
How do I delete a tag from a contact?
To remove a tag, go back into the contact’s profile, click "Edit," and then click the "x" next to the tag you want to remove. Don’t forget to click "Update Contact" to save your changes.
What are tags used for in ClickFunnels?
Tags help you categorize and segment your contacts, making it easier to target specific groups with your marketing efforts.
Howdy, I'm Tyson
Owner Of Repair My Funnel
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