Tags are used to identify and categorize contacts. They can be helpful when trying to group a specific segment of contacts based on data that isn't being captured in Xplor Growth and/or your booking software.

It's also important to note that tags are confined to Xplor Growth and do not integrate or synchronize with external systems such as Mariana Tek.

If you'd like to create a new tag, click the Gear Icon in the top right corner > Assets > find the Tags tab. This section can also be accessed by clicking into any contact profile and navigating to the Tags section on the left-hand side > Manage tags.

Here, you can create a new tag, edit existing tags, or archive tags you no longer need.

This section can also be accessed by clicking into any contact profile and navigating to the Tags section on the left-hand side > Manage tags.

To tag an individual contact, navigate to their contact profile under Contacts. Once on their profile, navigate to the Tags section on the left-hand side.

To tag this contact with an existing tag, click the Search tags dropdown > select the tag.

To tag this contact with a new tag, click the Search tags dropdown > begin typing the name for your new tag > click where it says "Press enter to create this tag."

The contact will show as having the tag added to their profile. You can untag this client by clicking the small "x" to the right of the tag name.

You can tag an individual contact by navigating to your All Contacts list. Here, simply select the contact (or contacts) you'd like to tag > click Tag Management > Tag Selected. You can also untag by selecting Untag Selected.

Tagging a segment of contacts is a great way to categorize contacts in bulk. To begin, navigate to Contacts > Segments > click into your segment.

Locate the small checkbox to the left of the Email Address column header > click this to select all contacts on that page of the segment. You will see a blue bar across the top providing you with the option to click here to select all contacts.

Once you've selected the relevant contacts, click Tag Management > Tag Selected. You can also untag by selecting Untag Selected.

Now that you have your contact(s) tagged, you can use these tags to further segment or target your contacts.

Two conditions are based on tags:

These conditions can be used for entry rules or goals in auto-campaigns, or to pull new segments of contacts.

It is important to understand that tags created in Xplor Growth do not integrate with, appear in, or influence the Mariana Tek system. The two platforms have independent tagging functionalities. If you face challenges related to tags in Mariana Tek or need help with its features, contact the Mariana Tek support team for assistance.