Client tags are here

We’re excited to announce client tags are now available. Did you ever want to send targeted marketing campaigns or track common client characteristics?

Simply add custom tags to categorize your client list into groups of your choice.

Screen Shot 2015-04-27 at 2.52.19 PM

You’re able to report and filter your client list based on the tag selected and send emails to clients with a common tag or groups of tags.

Screen Shot 2015-04-27 at 3.03.43 PMFor more information on how to use client tags, please take a look here.

Posted in New & Improved
5 comments on “Client tags are here
  1. Ruth says:

    So funny; I thought about this the other day and you made it happen!
    Thank you!

    • Josh Pincus says:

      Hi Ruth, that’s great to hear! Our team has been working hard to release this, hope you enjoy. If there’s anything we can ever help with, don’t hesitate to reach out to support. 🙂

  2. Patricia says:

    Wow someone had suggested sending specialized emails out to clients to me over the weekend, but I was trying to determine an efficient way to do that. And here it is!

  3. Derek says:

    I cant see the Tags?

    • Patrick says:

      Hi Derek – You can add tags to clients under Clients > Details (you’ll see the field mid-way down the page when you pull up a client profile) and under Clients > List (where you can select multiple clients and then click the ‘tag’ button to create tags for the selected clients). Thanks!

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