Its definitely imperfect and won’t allow you to “search tags” or have them auto suggest as you type (which is annoying). However, the best workaround I’ve found so far is to simply use a multi-line text (you can use single-line as well but multi-line is nicer visually in my opinion). I used a simple example to prove to myself it works.
1. Create a custom property called tags and choose the field type to be “multi-line text”
2. Open up contact 1 and type the following in your Tags custom field:
Red
Blue
Green
3. Open up contact #2 and type the following in your Tags field:
Red
Blue
Now you go back to the contacts main page and choose filter and search for your “Tags” field. The important difference is that unlike the “multiple checkboxes field”, the “multi-line text” field type has a filter option of “contains exactly”. You can then type “red blue” and you will see both contact 1 and contact #2 in the filter results. If you add “green” to the list you will only be left with contact 1 in the filter results. It seems to work regardless of word order, capitalization, and whether or not you use commas.
Again, pretty imperfect but it works. You have no idea what anyone else tagged any other clients, but if you can all agree on a general set of tags you can mostly make it work. I actually got a little desperate and took it a bit further by creating an actual contact called “Tag Options”. Inside that contact, in a note I listed out all (most) of the tags the team was using. You can (at mention) @ccds11@sleeperservice@Grovesales@dtwuensch@Taylan your other team members so they know about the contact. Then as everyone uses more tags they can search for the contact name “Tag Options” and then edit the note inside it. As you keep doing it you’ll actually find you refine it down to a shorter list of tags that everyone knows and can agree on.
A year and a half later and we don’t even know if this is in HubSpot’s development pipeline? I just assumed this CRM would have Tags, as they are a basic staple of any platform where you might need to arbitrarily label something without pre-configuration. I’m very confused about how HubSpot doesn’t see the value of this, and considers a pre-defined custom multi-check field to be even closely relevant to what we’re looking for.
Is there any update on the status of this request?
I created a contact property, called “Tags” with a multiple check box option… I add whatever labels I want to use for tags..am not sure what the limit is on number of labels per property…i delete labels when they become irrelevant
Would love to move to Hubspot from Insightly, but we need the tag option similar to Insightly’s. Hubspot has a “Type” field. Expand that option. This convo has been going on for over a year. Seems like an important priority for users.
Hi @nicolebrenner, could we ask what the latest on this is? We’re like other customers who (naively) just assumed HubSpot would have tagging functionality when we migrated across - and are now finding it difficult to quickly pull out the contact segments we want to. Others have explained the benefits of tagging over using custom properties - if there is any chance of it being implemented in the future, it would be really helpful to know. Thanks!
e.g. Tagged as customer and received Easter 2018 campaign and Repeat Business and NOT currently enrolled on course.
Sometimes it’s easier to get workflows add/remove tags and query the tags on their own than trying to stitch many different field types together in a query.
Your users has been askign tags for years now, soem posts date back to 2016. Can you please explain why you are not considering this feature.
I understand properties are there and you can achieve similar results. However adding property takes fewsteps and is not practical. Tags are flexible, easy to create and once have many of them.
Why isn’t something as simple as tags not a feature in HubSpot. What’s more dissapointing is that none of the HubSpot team have replied or even taken this up sinc 2 years.
Yet another +1 for tags. A hashtag feature implemented similar to mention feature would be good. Alternatively, a separate box where you can see the use of different tags (like sackoverflow) would be good for ensuring that tags are helping to aggregate data well.
