In this tab, you can see (and add to) the marketing tags you use the most, helping you make decisions about which marketing campaigns might be most beneficial for your clients and prospects.

Accessing Your Tags

  1. Click the Marketing section from your left-hand navigation menu.
  2. Click Your Common Tags.
Marketing: Your Common Tags

Adding a Tag

  1. Type a new tag into the text box.
  2. Hit Enter to save and display your new tag.
  3. Your new tag will be displayed above the text entry box.
Marketing: Your Common Tags: tags entered

TIP: Use a descriptive prefix and the equals sign when entering a tag to make future reporting easier. For example, instead of typing "diabetes" as a tag, type "health=diabetes." That way, if you ever forget that you used "diabetes" instead of "diabetic," you could search for all your "health" tags and see what other wording you may have used.

Marketing: Your Common Tags: using the equals sign in a tag

Deleting a Tag

  1. Click the x on any visible tag to delete it.
Marketing: Your Common Tags: Delete a Tag