Wolbix Help Center  >  All the Info you Need  >  Marketing

Creating and Working with Coupons

As your client base grows, you may want to segment and group similar clients together, while keeping track of important information! Use tags in Wolbix to keep your clients organized. 

The following topics explain the importance of tags and how to use them effectively:
 

Why Use Tags?

Tags allow you to quickly label, organize, group and filter information related to your contacts and your business interactions with them. The tag system is based on customized labels that you create, so you can sort your data using personalized words, phrases or themes that are meaningful to you and your business. The tags you create will be visible in the clients list and you can search for clients and even send campaigns to target groups of clients based on their tags. 

In addition to easily finding and sorting clients, you can use tags to:
 

  • Store information: For example, create tags to keep a record of a client's source of referral.

  • Perform bulk operations: Share a document or send an invitation to a group of clients with just a few clicks, inviting them to book an appointment, pay, and more. For details, click here.

  • Targeted campaigns: Send Announcements to the relevant audience by selecting a recipient group by their tag. This article will teach you how: Setting Up Tag-based Announcements.
     

Adding and Removing Tags
 

Start in the Clients section of your Wolbix account.
 

Single Client

To add tags to a client:
 

  • Step 1: Use the search bar or filters to find the client and click on the client to open their client card.

  • Step 2: In the client card, switch to the Main tab. 

  • Step 3: Click in the Add tags field and either add an existing tag from the dropdown or type in new tags. Hit the Return key on your keyboard to save a new tag. 

  • Step 4: Your changes are saved automatically.
     

To remove tags from a client:
 

  1. Use the search bar or filters to find the client and click on the client to open their client card.

  2. In the client card, switch to the Main tab. 

  3. Click the X next to any tag to remove it 
     

Group of Clients

To add/remove tags for a group of clients, we recommend applying filters to filter out the group and then tagging them all at once.
 

To add tags to a group of clients:

  • Step 1: Toggle the checkboxes to select multiple clients.

  • Step 2: At the top of the page, click Manage tags and select Add tags.

 

The Add Tags dialog opens.

  • Step 3: Click in the Add tags field. Add existing tags from the dropdown which appears or type in new tags. Save new tags by hitting the Enter key on your keyboard.

  • Step 4: Click the Add tags button at the bottom right.

  • Step 5: Refresh to view your changes.

Tip: If you want to add multiple tags to many groups of clients, it may be easier to export your client list to a CSV or Excel file, add the tags to the Tags column of the spreadsheet in your preferred editor, and then import the list back into Wolbix.

To remove tags from multiple client accounts:
 

  • Step 1: Toggle the checkboxes to select multiple clients.

  • Step 2: At the top of the page, click Manage tags and select Add tags.

The Remove tags dialog opens.

  • Step 3: Click in the Select tags field to select the tags to remove.

  • Step 4: At the lower right corner of the dialog, click Remove tags.

  • Step 5: Refresh the page to view your changes.

Still have questions? Contact us.