Adding Tags on Customers for Sorting

This article covers the proceedure for adding tags on customers records so that you can sort by them and export them into lists.

Login to TouchConvert

Login to TouchConvert and click on Settings

Contact Attributes

Click on Contact Attributes to add new Contact Field

Add a new Field

Click on the green plus button to add a new field.

Name the Field

Give the new Field a name, such as 'Tags'. You can add other customer Contact Attributes here as well.

New Tags Field is added

Now you should see a new "Tags" field.

View any contact you have

Click on 'View' next to any contact to see new field.

New Tags Field

You'll see your new input field in the contacts area.

Type your Tags

Type as many tags for this customer that you need. You don't need to use a comma if you don't want to. These will become search filters later.

Go to Contacts

Turn on the Tags Field

Once you are in Contacts, turn on the "Tags" field by clicking on the Columns Dropdown.

  1. Click on Columns
  2. Check off Tags
  3. Click Done

 

Tags Column is Visible

You'll notice you now have a tags column you can sort by. Notice that the few tags I had typed are in that first contact.

Filtering Certain Contacts

1. Click on the Search Icon

2. Type one of the tag names

3. Click Enter. You'll notice it filters just that person or persons who has that tag.

4. Click on Export as CSV. This will export just that filtered list.

Open the CSV

If you open the CSV you'll see just the results you filtered. This is how you create lists from tags on customers.

Highlight the Fields you don't Need

Remove any unnecessary fields you do not need for importing into the email campaign tool.

Final Spreadsheet

Below is a good example of what the imported spreadsheet may have on it. Since these users are already in the system you just need the basics.

Final Spreadsheet

Save the CSV

Save the CSV

Open your email Campaign

Open the email campaign you want to import the list to.

Note: A newer version of TouchConvert will allow you to just import directly to a list without the need to export. This version does not..

Importing List

Choose the File

Import file from Desktop

Data Map the Fields

Map the excel spreadsheet header fields with the TouchConvert fields. Only email is required. Also, DO NOT check off overwrite existing contacts since these contacts are already in there. Use that only if you want to overwrite their information with new information from the spreadsheet you are importing.

 

 

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