How to Create New Tags in B2B Hub

Learn how to create and manage tags effectively in B2B Hub to streamline data segmentation, target leads, and optimize your email campaigns. This step-by-step guide takes you through the process, ensuring you can harness the power of tags for efficient organization and improved productivity.

Step 1: Access Your B2B Hub Account

Step 2: Access Settings

Click on your name at the top right corne, and a dropdown menu will appear. From this menu, click on the "Settings" cog icon. This action will open the admin panel.

Step 3: Access Tags

Within the admin panel, locate the menu on the left-hand side. Scroll down until you find a main heading called "Drop Downs." Underneath this heading, you'll see a subheading called "Tags." Click on "Tags" to open the tags panel.

Step 4: Create a New Tag

To create a new tag, look for the option to add a tag. An example tag is "Sales Call Booked." Type in the title of your new tag in the provided field.

Step 5: Save the New Tag

After entering the tag title and choosing a color (if desired), click the plus (+) sign or a similar "create" or "save" button to create your new tag. The tag should now be added to your list of tags.

Step 6: Choose a Tag Color (Optional)

If you want to assign a specific color to your tag for better organization, you can do so. Click on the color option, and a color palette should appear. Select the color you prefer for your tag.

Step 8: Delete Tags (Optional)

If you ever need to delete a tag, locate the three dots (...) icon associated with the tag you want to remove. Click on the three dots, and a menu should appear. Select the option to delete the tag. Confirm your selection when prompted to delete the tag.

Step 9: Confirm Deletion

B2B Hub may ask for confirmation when deleting a tag to ensure you've selected the correct one.

Confirm the deletion by clicking "Delete" again if necessary.