Tags for people and groups
Tags say who someone is to you. A person or a group can have any number of them, and each one is a chip you can filter by on the People and Groups tabs of People.
Why use it
Section titled “Why use it”One person is often several things to you: a speaker this year, a member, and a prospect for your next event. Tags keep all of that on one record, so you can find them from any angle without keeping separate lists.
People tags
Section titled “People tags”| Tag | Use it for | What it also does |
|---|---|---|
| Speaker | People who speak, or might, at your events. | Lets you put them in the pipeline and send them a contract. |
| Member | Members of your organization. | Records them as members, so Marketing and Learning see the same. |
| Customer | People who buy from you. | Records the change, and keeps them out of warm opportunities. |
| Prospect | People you’d like to win. | Records the change. |
| Influencer | People who spread the word about your events. | |
| Attendee | People who come to your events. | Your event platform also adds it when you bring attendees in. |
Group tags
Section titled “Group tags”| Tag | Use it for |
|---|---|
| Exhibitor | Groups that exhibit at your events. |
| Sponsor | Groups that sponsor your events. |
A group can be both.
Filter with chips
Section titled “Filter with chips”Each tag is a chip with a count, after All. Select one chip, or several to see anything with any of them. With two or more selected, turn on Match all to see only records with every tag you chose.
Manage tags
Section titled “Manage tags”Manage tags, at the end of the chip row on People, lists the six relationship tags, which are the same for every organization, and your own tags. Your own tags are lists you make, for example to hand people to another Sessionboard app. Add, rename or delete them there. Deleting a tag asks you to confirm, and never deletes anyone.
Tag many at once
Section titled “Tag many at once”Select people or groups in the list, then add or remove a tag. Their other tags stay as they are. To change one record’s tags, open it.
Taking a tag off
Section titled “Taking a tag off”Removing a tag takes the tag off and undoes what it recorded where that can be undone, such as membership. Pipeline entries and contracts stay as they are.