How to Set up Different Tag Types

In this step-by-step guide, you will learn how to both apply and remove tags at the customer record level in B2B Hub. Tags are a useful way to categorize and manage your contacts efficiently.

Step 1: Access the B2B HubPage

Navigate to the top left-hand corner of the B2B Hub page.

Step 2: Use the Search Function

Click on the magnifying glass icon to access the search function. Type the name of the contact you want to tag. In this case, we are searching for "James Tuckerman."

Step 3: Access the Contact Record

Click on the contact's name in the dropdown list that appears. This action will take you to the contact's record detail page.

Step 4: Add a New Tag

On the left-hand panel of the contact's record page, you will find their name, email, and other contact details. To add a new tag, follow these steps:

a. Locate and click on the "Add Tags" box.

b. A dropdown menu will appear, displaying all the different tags that are currently saved in your account.

Step 5: Create a New Tag

If the tag you want to use doesn't exist in the dropdown, you'll need to create a new one.

Follow these steps:

a. If you haven't customized your tags yet, there is another tutorial video available here.

Alternatively, you can search your help desk for instructions on how to create new tags.

Step 6: Apply the New Tag

Assuming you've created the new tag, now you can apply it to the contact.

To do this:

a. Click on the newly created tag from the dropdown list.

b. The selected tag will be applied to the customer's record.

Step 7: Removing the Tag (Optional)

If you wish to remove the tag, just hover on the tag you want to delete and click the "x" button.