Team Starter - Tagging

There are a lot of words for organizing people: buckets, groups, categories, folders. Happy Grasshopper uses Tags and, well, we’re pretty proud of it. =)

The Manage Tags page of your account organizes your contacts to better understand where they came from and who they are to you. They are just one of our lead management tools. Assigning them the correct tag will ensure they are on the campaign they should be and receiving the appropriate message.

The main difference between single user and team tagging occurs only within the Manager Panel. You’re able, as the Manager, to create tags that range across all user accounts. These are called "Team Tags", and are great if you’re doling out leads to multiple users from a source such as Zillow.

From within the Manage Tags page, you’ll be able to see not only your shared team tags, but also individual tags for each user. The system gives you the ability to edit and delete any tag on the account. By clicking the Details button, you’ll see not only the tag email for your account, but for the other users as well!

Clicking Add New Tag will allow you to create tags of your own! If you have any questions about tags, or wish to apply a new tag to your custom campaign, please reach out to us for assistance.

Now that you’ve created a new tag to categorize your contacts, you’ll find it most useful when creating your own message to send as a Blast.  You’ll be able to update your Send Preferences if you wish to Exclude a tag from any future messages, too.

*When sending any custom Campaigns with Happy Grasshopper, it’s never recommended that you DELETE any tags, since this may severely affect any outgoing campaigns.  However, you will be able to Click to Hide a tag if you no longer wish to view it.

PRO TIP: For each tag that’s created within your account, there will also be a unique email address associated with your specific tag.  You’ll be able to assign this email address as a “cc:” for any new lead notifications to help capture those new leads automatically.  Find more information about syncing contacts here.

Still need help? Contact Us Contact Us