tags

How to: Tag Contacts

Tagging is a term used to describe adding a word or phrase as a sortable category for contacts. "Vegetarian", "Veteran" or "Has Car" could all be useful tags. To understand the differences between Tags and Groups watch the separate video on that subject.

More About: Data Storage, Which Way is Best?

Groups.   Tags.   Custom Data Fields.   Contact Subtypes.
Are you still confused about the differences between the above?
Do you want to categorize your data but don't know the best way?
Do you need some examples of when to use what type and why?

More About: Groups vs. Tags

What's the difference? When do we use one vs. the other?

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