Please Hubspot, add tags or inform us of a more effective and efficient way to segement. It would be aweosme as there are many great features in this software but this is something I would need to go to another company for. I just can’t get what I need out of filters and segmenting in this simple manner is such a time saving function that makes it worth shifting to a platform that has it.
Hubspot needs this badly. Even when I have set up custom fields and added tags to them they don’t seem to be read when doing a contact search.
Hubspot team, I am really interested in this as well and would love an update if you had one! Thanks!
In non-profit land, a contact may be a #Donor, #Volunteer, #Sponsor, #CommitteeMember #Director, etc.
They may be any number of these simultaneously, we need to be ablt to mark,or tag, each contact as possibly more that one thing. I may need to contact all the volunteers about an upcoming project, or all the committee members about training. Is there any other method that tags to see only specific contacts?
Yeah, Tags work great, for example, in AgileCRM. Adding tags and rules of tags help, for example, automatically move contacts on pipeline or automate email sendings. For example, if i add tag “Coupon” to Contact, CRM sends Email with coupon to a client. Also it helps salespeople to easy understand “How is a client” (tags “Newsletter”, “2nd Purchase”…). I really hope that Hubspot will add tags!
Hi Nicole
We currently use Insightly and are putting our ducks in a row to transfer to Hubspot. As much as I personally dislike tags (it’s easy to accidently delete), our CRM usage depends on the their quick and dirty ability to mark ‘birds of a feather’.
We employ about 100 different tags, for both long term and short term solutions. Also, each Contact could conceivably have up to 5 diffferent tags, which makes radio buttons or dropsdown exhaustive to create and manage. Examples below of how we implement tags for our business-to-business services company:
1. Each year we send a holiday card/gift to clients chosen by their Account Managers. So, each AM marks 25 of their best Contacts with a HolidayCard_2017 tag. When it’s time to send out the holiday card, it’s a simple matter for our card fulfilment team to click the tag and the whole list is right there—and they can simply exports only those records with that tag for the mailing list. At the end of the campaign, we remove the tag. Making a custom field for this would make the records excessively bloated.
2. When new AMs come on board they can be overwhelmed with the type of complex CRM we are putting in place. Tags are an easy training aid for newbies to click to see sample records that we create with dummy Contact and Companies and to refer back to, to check their work. The benefit from this type of use, is that as we create new fields or protocols, we update the dummy records, rather than updating PDF tutorial sheets.
We also ‘tag’ the new hire’s clients, with the their name or initial, AM_David. That way they can always click that tag to take them where they need to go.
Tagging is really a simplified filtering, and we can bulk edit tags—maybe we want to send cards to all Acme folks, well we’d filter by Acme and then use a bulk edit to add the holiday tag, and you’re done.
Insightly handles tags really well. There’s a Tag side bar on the right in that are specific to each type of record: Contacts, Companies, Leads, Opportunities, etc. Anyone can create a tag, and anyone can use that tag. Tags add an on-the-fly filtering granularity that is valuable.
The key feature for us is the fact anyone can create a tag. You don’t have to be at the CRM admin level. This is super important. I tell my AMs that they own tags—they can create/use them as they see fit, and over time if we feel creating a custom field is warrented, we can easily do that. As the CRM administrator, I want my team to feel like it’s their CRM. If they’re working at 2:00 am on a Sunday morning and need filtering that’s beyond what the CRM offers, then they can create those tags and let me sleep.
I would like to use tags for adding information to prospects like source (e.g. facebook) and products they may be interested.
So I was wondering how can I do this with Hubspot CRM.
Can you help me?
You can absolutly do this, by creating whichever custom properties you need. Here’s a how to guide: How can I create a custom property in HubSpot?
Hope this helps.
Edit: If custom properties don’t work for you and you want real tagging, please vote on this idea: Contact or Company Tags?
This was a feature I loved about Insightly. I really like using HubSpot more but without the tagging option, it is becoming increasingly more difficult to sort contacts. Please move this to the top of the list.
Thank you
No offense, Phil, but you can absolutely NOT do this currently. Custom properties are not the same as tags. Hubspot need to be able to tag anything, contacts, tasks, notes, etc. so that one can search tags and find all relevant data regardless of where it exists.
Thanks,
James
No, Phil, you *absolutely* cannot do this. Custom properties are *not* tags.
Custom properties (a checkbox list) can work a lot like tag clouds, BUT:
1) I struggle to “share” tags between Companies and Contacts. Sometimes I know that a contact is interested in, say, “Chocolate Flavor” because they filled out a form. Other times I want to be able make a really good guess from what their Company does (a dessert shop, for example, would be defaulted to “Chocolate Flavor”)
I’d like to be able to target Contacts based on either a Contact’s OR a Company’s interest in Chocolate Flavor.
2) Some people (not me) may want to do them on the fly, rather than via settings.
Adding my voice for tags! I am surprised this isn’t available.
Yes, please add tags to the “must have” list. Thanks.
Tagging is extremely necessary. On a serious trial of Hubspot before integrating. Is anything in the works?
There’s one other benefit that I’ve come across in additional to having a property consistent across contact types (contacts/companies/deals/etc.).
I’ve used the multi checkbox property type to kind of accomplish tags, but just realized today that every time a workflow or bulk edit is made, it overwrites (or unchecks) all the current items that are checked off. Not Good 
Tags is a pretty basic feature in any CRM i’ve ever worked with.
I voted on the idea you linked, but that’s pretty old. I don’t see how we can work without some kind of tags! People say use a multi-checkbox, but if bulk editing that field resets them all, then they’re pretty useless, right? I have about a dozen “categories” for our users, and users use more as they see fit. Need a way to manage those in Hubspot!
Hi, because we absolutely cannot do this at the moment and because custom properties are not tags I agree. Please could you share with us when this option will be available ? Many thanks
Reporting in from 2020. Please add tags
Is hubspot considering adding real tags? It looks like this question is a couple of years old, but not any real answer on true “tags” like in other CRM. I really miss the flexibility of tags in Capsule CRM.