topic Re: Tag Contacts Beta in CRM

Tag Contacts Beta

GuyTaylor — Sat, 24 Dec 2022 02:48:22 GMT

HubTags is a companion product for HubSpot CRM that allows you to tag contacts and consequently filter your contacts via tags.

Visit our website for more details: HubTags Website

If you use and enjoy HubTags please leave a good review here: Chrome Store HubTags

🏆Users who tested and gave helpful feedback
-PRuh
-Scottpoh
-Neil
-KateMcDee
-Marni
-NeilFraser
-DaisySerrano

-Karabarnes
-Kyle B.
-Michael W.

Videos
-Install & Setup
-How it works

✔️Completed
-Create tags via import
-Create tags via sync
-Multi-account support
-Connect properties using AND/OR when running a filter
-Allow multiple 'OR''s
-Ability to search (not scroll) to find tags & properties
-Tafigy drop down and similar properties
-Tagify single & multi-line text properties (beta)
-'Most popular' feature
-Create, delete, and edit tags on the 'fly' i.e. from the invidivual contact page. Right click the tag to access edit/delete.
-Easier way to sign in. There is now a website with sign in button.
-Made drag & drop a bit easier to use(mostly visual changes)
-Drag & drop properties
-Bulk edit is now possible thru Native HubSpot
-Company tag/filter
-Deals tag/filter
-Public app

Working on
-Parent tags

Feature requests
-Ability to tag tasks
-Zapier integration. Trigger actions from applying a tag.

Needs more customer input:
-Tag sync. Keep all the tags in sync across multiple platforms such as HubSpot & SalesForce.

Known issues
--

Changlog

3.0.7
-Fixed issues that prevented European customers from using HubTags.
-Fixed issues around tag import.
-Add account via private or public app
-Improved the speed and performance
-Standardization of UI
-Parent tags
-Ability to reorder tags
-Edit tag > improved UX

3.0.5
-Fixed a variety of small issues (still more to do here)
-Connecting to HubSpot process greatly improved. You can now connect to HubSpot via a public or private app. I recommend everyone use the public app method unless they have a reason to do otherwise.

3.0.3
-Converted HubTags into a HubSpot private app. API keys are no longer required when using the private app version. Video
-Fixed a bug that displayed phantom tags (tags that were not really applied) if loading a contact profile via the search bar. Huge thank you to Kyle B. and Michael W. for discovering and working with me to fix this bug.
-Lowered the HubTags sidepanel starting position so it no longer blocks HubSpot UI in the top right.
-Also a big thank you to Miles for pointing us in the right direction for out next feature which is sub tags/child tags/dependant tags. Not sure what to call it yet.

2.9.9
-App-eu1 issue fixed
-Another bug related to API fixed

2.9.5 | Video
-Deals are now supported! Tag and filter deals just like you do contacts
-Click and drag to rearrange properties
-Bug with adding new account -- not fixed yet. Not for a lack of trying. It is a allusive bug, but I will find the cause and fix it, I assure you. Thank you for your patience.

2.9 | Video
-Edit & delete tags on the fly is now possible via right-clicking the tag
-No longer need to click save after you apply tags
-Search is now available when applying tags
-Companies are now supported! Tag and filter companies just like you do contacts
-Speed improvements

2.8 | Video
-Hubtags.io the website is now live.
-Create, delete, and edit tags on the 'fly' i.e. from the invidivual contact page
-Easier way to sign in. There is now a website with sign in button.
-Made drag & drop a bit easier to use(mostly visual changes)

2.7 | Video
-Most popular featre implemented.
--You can now quickly select popular tags because they display at the top of the list. This is our first interation and we are very open to feedback: Are we correctly selecting the most popular tags? Do you want the ability to remove them? etc.

-Single & multi-line properties tagified.
--Single & multi-line properties can now be displayed in a tag-format within HubTags and used to filter. This is a beta feature which you need to enable via the new beta page.

-Account page
--We updated the UI and made few small improvements.

2.6
-Big speed boost. Using HubTags to filter contacts produces much faster results than previously.
-Several small UI improvements.

2.5
-Video overview
-Tagify all properties
-Connect properties using AND/OR when running a filter
-Allow multiple 'OR's within a property
-Ability to search (not scroll) to find tags & properties

2.4

-Deleting accounts is now possible. Go to accounts page > click edit button > a little 'X' appears next to each account.
-Sync feature simplified. I didn't hear alot of inpurt/support for this feature so we have simplified. Now sync is a one-time event that allows you to import tags. It is a alternative to using a CSV import. Perhaps you have built up alot of useful tags in HubSpot account A and need those tags in HubSpot account B. Sync allows you to import those tags very easily, just a few clicks, no need to deal with csv download/import. Sync is supplemental only, it will not remove tags.
-CSV import now makes it more obvious which account is selected as the destination.

2.2
-Multi-account support implemented
*Please note that tag sync is not built yet. You will see a sync button but it is just visual.
This is a big feature and we have yet to build it. If anyone has specific use-cases they can share or details on how they would like this to work please do share that with me.

2.0
-Simplified import feature. There is a new screenshot with directions on how to import at bottom of this post.
-Importing can no longer remove tags, only supplment them.
-Use commas or semicolons to separate tags, both work.
-We correct for common mispellings and common formatting mistakes
-One more major update to improve the import feature is coming.

1.8
-Combine HubTags & Native HubSpot filters. [Beta]
-HubTags accepts CSV import which allows you to create tags and apply them to contacts. [Beta]*
-Exclude button now appears upon hover without morphing button size/position.
-Left click HubTags icon to view settings
-Sidepanel has a show/hide button > right click HubTags icon to access it.

1.6
-All table actions are now compatible with HubTags
-Fixed a few issues effecting small number of users who click find API key button. Thank you Marni for the detailed video/feedback about this!
-Made it easier to add filters by removing drop down and making tags immediatly accessible.
-Sidepanel now stays in whatever state the users leaves it - remains open until a users closes it and vice versa.

1.5
-Open/collapse UI implemented
-Click apply with zero filters > update contact page
-Click apply > closes filters UI
-Clicking 'Start using HubTags' > redirect user to HubSpot contacts page and open sidepanel
-Make exclude button visible on tags without hover. Delete option only visible upon hover
-Exclude/delete button positioning adjusted a bit

1.4
-UI fixes/improvements
-Exclude filter implemented. Hover a tag > click the exclude icon.
-Deleting tags works in a more complete way and requests confirmation before taking action.
-API key helper. We now guide users on how to get their API key.
--Filter results. We now display data for the most common columns: Email, Phone number, Contact owner, Associated company, Lead status, Created date

Screenshots

-----

Guy Taylor | hubtags.io

Re: Tag HubSpot Contacts Beta

EmmaWashington — Tue, 01 Sep 2020 02:26:35 GMT

@GuyTaylor, this is so cool!! I would LOVE to try this out!

@bencesales this is what you were asking about in your post!

Re: Tag HubSpot Contacts Beta

GuyTaylor — Tue, 01 Sep 2020 07:28:09 GMT

Thanks so much for the kind words @EmmaWashington.

You'll be our firt beta user! I'll share install details and a basic overview tomorrow. Fair warning it's pretty basic at the moment : )

Re: Tag HubSpot Contacts Beta

darynsmith — Tue, 01 Sep 2020 06:48:29 GMT

How are you doing this - is this a Chrome extension? @GuyTaylor

Re: Tag HubSpot Contacts Beta

GuyTaylor — Tue, 01 Sep 2020 07:00:50 GMT

Hi @darynsmith,

Yes, this is a chrome extension which allows the UI to display and contacts API which allows the filtering.

Re: Tag HubSpot Contacts Beta

GuyTaylor — Tue, 01 Sep 2020 07:27:33 GMT

Hey Guys, noticed your comments about tagging and wanted to invite you to try out HubTags.

@Kornicus @gobiyovi @bmauger @garyo @leajohanna @nikita93 @kkoym @magdalenao @DKS @Kmoloo

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GuyTaylor — Fri, 18 Sep 2020 18:55:33 GMT

Re: Tag HubSpot Contacts Beta

F_Prandini — Tue, 01 Sep 2020 07:40:52 GMT

Great! Me very happy.

I can't wait to try it!

Re: Tag HubSpot Contacts Beta

DSS-Gary — Tue, 01 Sep 2020 11:32:46 GMT

Looks interesting! Keep me in the loop.

Re: Tag HubSpot Contacts Beta

JustinPerkinsC — Tue, 01 Sep 2020 12:56:33 GMT

interesting so you are developing a chrome plug-in to support these versus in system functionality?

Re: Tag HubSpot Contacts Beta

GuyTaylor — Tue, 01 Sep 2020 18:13:51 GMT

@JustinPerkinsC a good question.

We are in fact using the existing HubSpot filtering system via API. You might be thinking can't this already be done without anything extra, the answer is mostly yes!

Most of the functionality we are offering already exists within HubSpot but from reading all the posts in the community it seems the process of tagging could be made easier.

So our hope here is first just to make a easier to use and dedicated tagging system. After which we have some ideas for new functionality (which doesn't exsit) that can be built on top of it.

If you have any input/ideas, it would be greatly appreciated.

Re: Tag HubSpot Contacts Beta

JustinPerkinsC — Tue, 01 Sep 2020 18:16:20 GMT

My thoughts were more security related to granting an application not directly built into HubSpot access to information/data. Be good to know what data is, if any shared/stored/etc.

Re: Tag HubSpot Contacts Beta

GuyTaylor — Tue, 01 Sep 2020 18:45:51 GMT

Ah, I see. A good point to raise.

I would be happy to see this on the HubSpot marketplace. They do not encourage submissions from fledgling products but if a sufficient number of people find it useful it would be great to get this approved into the official marketplace.

At the moment everything is done thru the existing HubSpot system. Data never leaves your machine, nothing is sent to us.

Re: Tag HubSpot Contacts Beta

GuyTaylor — Tue, 24 Nov 2020 00:18:46 GMT

Move details on this answer into primary post at top of thread: Click here.

Re: Tag HubSpot Contacts Beta

EmmaWashington — Tue, 01 Sep 2020 18:57:02 GMT

Excellent @GuyTaylor! Back in the day I used Active Campaign, where you can use a ton of tags. I've been strictly HubSpot for some years now, but still get asked about them. Of course custom properties take the place of tags, but if you have lower levels of HS, our aren't as comfortable using it, tags could be a lifesaver.

Thanks for the video!

Re: Tag HubSpot Contacts Beta

kkoym — Tue, 01 Sep 2020 20:40:10 GMT

is there a short short video that you could share? low production value, just to get the concept would be great.

Re: Tag HubSpot Contacts Beta

GuyTaylor — Tue, 01 Sep 2020 20:44:45 GMT

@kkoym Absolutely! Link below:

HubSpot video update 1

Re: Tag HubSpot Contacts Beta

JburkeMerit05 — Fri, 04 Sep 2020 14:19:55 GMT

@GuyTaylor I'd love to try the beta for this.

Re: Tag HubSpot Contacts Beta

GuyTaylor — Tue, 24 Nov 2020 00:19:09 GMT

Move details from this answer into primary post at top of thread: Click here.

Re: Tag HubSpot Contacts Beta

gobiyovi — Wed, 16 Sep 2020 02:31:09 GMT

Thanks! This is very cool! Can we get a beta download link?