Tags

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You can add or edit tags for any member of group of members in three key places. Here's the summary and details below for each:

  1. When you upload a CSV
  2. Pool home where you can select multiple members
  3. Individual member detail page

 

1. Add tags when you upload a CSV

 

2.  Pool home

Start by checking the box next to any pool member you'd like to tag, or if you're in a segment or have applied filters, you can select all the members within your segment or filters. Keep in mind there's currently a 500 member limit for one batch of tagging.

 

3. Member detail page

This one is pretty straightforward - edit the tags for any single pool member:

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