Adding a tag to your contacts allows you to make group communication easier and helps save time when managing large contact lists.
To create a custom tag, click here.
To give a tag to all your contacts or selected members, go into the Contacts Module in the Admin area on the left-hand side.
Step 1:
Select all members by placing a tick in the box at the top left-hand corner or by ticking the box to the left of their Unique ID. (This is also handy for the 'all but one' emails.)
When all the contacts have been selected, click on the tag icon.
Step 2:
Select the tags you would like to add to the contact(s) and click "save".
Step 3:
If the tag required does not exist, click "Manage contact tags". This will allow you to create a custom tag.
Step 4:
Now, if you want to email those with the 'Booking' tag, you can filter the tag(s) by using the filter bar along the top. Anyone without the 'Booking' tag, will not appear, preventing you from emailing those members.
Step 5:
With the 'Booking' tag still selected, you can now email those contacts by clicking on theenvelope(email) button which is located at the top left-hand corner of the contacts. The following overlay will appear.
Here you will find the option to include anyone who is unregistered to the platform. You will need to click the grey part of the box which will then turn blue to send them any emails. Fill in the subject (message header/title) and your message. The First Name of the member will automatically appear within the email they receive. Then click 'Send'.
You will see this notification once the email has been sent.
