How to add Tags to Visitors

Tags are used to organize your visits. Is the visitor a supplier, co-worker, customer or perhaps a competitor? Use tags to remove certain visits from your Most Interesting segment, or tag them based on actions. Use our standard tags, or compose your own. 

Note: Tagging is only possible when the visitor has been identified with an organization or as a contact.

How to set a tag

1

Navigate to Insights, and press the visit that you want to add a tag to. 

2

Press "Person" if you want to add the tag to the specific contact, or "Organization" if you want to tag every visitor from this Organization.  

Note: For contacts, tagging can also be done through the People section.

3

In the tag field, choose a tag from the preset options, or write your own. Press "Save tag"

4

The tag will now appear on the visit in the Insights- and People view.
Our preset tags will show as icons, and custom tags will be written out in full.

Here's a register of the preset labels
Chat
Coworker
Customer
Partner
Prospect
Competitor
Supplier
Hot
Uninteresting
Internet Service Provider

Setting tags with Javascript

Tags can also be set through Javascript. You can read more about that here.

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