What are organisation tags?
A tag is like a label or a keyword that describes the organisation that it is added to. When a customer clicks on an organisation tag, any organisations that you have added the tag to will be displayed.
An organisation can have more than one tag. Tags are nonhierarchical but can be grouped together using Tag groups.
How are tags different from categories?
Tags have a flat structure and are meant for labelling organisations across categories while categories have nested sub-categories.
How do I add a tag?
Go to Contacts > Organisations > Tags.
Click the Add button in the top right.
Enter a Title.
Optionally, select a Group.
Optionally, enter a Page title (SEO).
Optionally, enter a Page description (SEO).
Select a Website status.
Click the Add button.
How do I edit a tag?
Go to Contacts > Organisations > Tags.
Find the tag you are looking for and click the Edit button in the Options column.
Update the tag's details
Click the Update button.
How do I move a tag?
Go to Contacts > Organisations > Tags.
Find the tag you are looking for and and click and hold the move icon then drag the tag up or down the tag list.
How do I delete a tag?
Go to Contacts > Organisations > Tags.
Find the tag you want to delete and click the Delete button in the Options column.
Click the Delete button.
How do I add a tags to an organisation?
To add a tag to an organisation, you must have added at least one tag.
Go to Contacts > Organisations > Organisations.
Find the organisation you want to add a tag to and click on it.
Click the Edit button in the top right.
Tick the Tags you want to add.
Click the Update button.
How do I remove tags from an organisation?
Go to Contacts > Organisations > Organisations..
Find the organisation you want to remove a tag from and click on it.
Click the Edit button in the top right.
Un-tick the Tags you want to remove.
Click the Update button.
How do I tag multiple organisations at a time?
Go to Contacts > Organisations > Organisations.
Tick the checkboxes of the organisations you want to add a tag to.
Click the drop-down menu below the organisation list.
Select a tag under the Add tag heading.
Click the Go button.
How do I remove a tag from multiple organisations?
Go to Contacts > Organisations > Organisations.
Tick the checkboxes of the organisations you want to remove a tag from.
Click the drop-down menu below the organisation list.
Select a tag under the Remove tag heading.
Click the Go button.