CRM

GuyTaylor
Guide

Tag Contacts Beta

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
-Scottpoh
-Neil
-KateMcDee 
-Marni
-NeilFraser 
-DaisySerrano

-Karabarnes

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

Working on
-Researching

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
-There are known issue when adding/connecting your HubSpot account. Please let me know if you experience either of these:
--You are redirected to a domain that starts with 'app-eu1'. 
--You get stuck in a loop after selecting your HubSpot account, unable to move forward.

Changlog

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
Cover.png


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StateCity.png


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Manage.png

 

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Import.png

 

 

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Import directions.png

 

 

 

 

 

 

 

 

 

 

 








Guy Taylor | hubtags.io

GuyTaylor
Guide

Tag Contacts Beta

A complete oversight on my part, @DaisySerrano. Sorry about that. Using the bulk option in my original directions will overwrite existing tags. Now I will share a better approach. This will restore your previous tags and allow you to add(bulk edit) more tags without removing existing ones.

1. Download property history, image below:
Export Property.png

 

 

 

 

 

 

 

-

 

2. You will see multiple columns each one representing a different history of the property. Delete all columns except for 'Email' and the one 'HubTags' column with the history you want restored. Once done your CSV should have just two columns formatted to look like the image below.
CSV.png

 

 

 

 

 

 

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3. Add any desired tags to the HubTags column. Below is a example using google sheets and the concate function, but you can accomplish this in any way you like. Make sure each tag is separated by a semi colon or comma. In the below video I forgot to input a semicolon before Yellow.
Concate3.gif


 

 

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4. Review the CSV once more to ensure it follows HubTags import directions. Image below:
Directions.png

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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5. Import via HubTags. You can login by clicking our icon. Located in top right of your browser if pinned. Image below:
HubTags import.png

 

 

 

 

 

 

 

 

 

 

 

That's it. After the import the HubTags property for all contacts listed in your CSV will be updated.

The steps I provided here can be used for bulk edit at anytime but it is cumbersome. I will add easy bulk edit to the feature requests.

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

Thank you! @DaisySerrano. Good questions.

1. It is possible to edit tags using native HubSpot but I can very much understand why it would feel natural to do that via HubTags. I have added this to the official feature request list, a good suggestion. In the mean time if you would like to edit a tag > go to HubSpot settings (little gear icon) > select properties from left-hand side menu > search for 'HubTags' > hover and click 'Edit' > here you can edit your tags and click save.

2. Yes, this is possible. Best to use native HubSpot for this one. Go to contacts page > Use HubTags to filter down to just the contacts you want. For example you can filter to show all contact not tagged with something > click the bulk select button > search for HubTags property > tick all the tags you want to apply to these contacts.

1. Rename tags
Edit properties.png

2. Bulk edit 
Bulk edit.png

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

HubTags Fixed! Watch a quick cideo

Guy Taylor | linkedhub.io | hubtags.io

0 Upvotes
DaisySerrano
Member

Tag Contacts Beta

Awesome update, already installed @GuyTaylor. Thank you!

 

A couple questions:

 

1) Will it also have the capacity to update the name of tags? I haven't been able to find how to change the name without deleting them and creating another one. 

 

2) Can you bulk tag under the contacts view? For example, checkbox 2/3 contacts, go to the tags section, and bulk tag instead of having to do an excel import? 

DaisySerrano
Member

Tag Contacts Beta

@GuyTaylor I'd love to test this feature out also! Still taking beta users?

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

Hi @DaisySerrano

Yes, very happy to have you join.
Install and setup: Video
Download: Hubtags

0 Upvotes
DaisySerrano
Member

Tag Contacts Beta

Great, thank you @GuyTaylor. I've successfully downloaded it but am not able to get to this screen- can you please advise how I can start adding tags to my Hubspot contacts?

 

 Screen Shot 2021-04-14 at 3.11.14 PM.png

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

Hi @NeilFraser, a good question. 

Here is a quick video answer. Cheers!

NeilFraser
Participant

Tag Contacts Beta

Thank you so much Guy - brilliant. Loved the presonalised message also!
I hadn't grasped that I needed to create a tag first and couldn't get it to work as I used a space bewtween payment and overdue but got around it by using payment-overdue!

Also thought the 'othetr than' button was 'delete' - stupid me!

 

Thanks anyway, I've got this now.

 

NeilFraser
Participant

Tag Contacts Beta

How do I  TAG and SEARCH please?

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

HubTags version 2.4 is released. Click here for details.

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

Hi @HKroon, a good question.

At the moment the product is pretty rough - its not yet polished visually or technically. However, once we validate the product makes a good first impression on most users we will submit to the marketplace without delay. If things goes well I suspect, emphasies on suspect, that will be in a few months.

Guy Taylor | linkedhub.io

HKroon
Participant

Tag Contacts Beta

Why is this not posted in the Marketplace?

GuyTaylor
Guide

Tag Contacts Beta

HubTags version 2.2 is released. Click here for details.


0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

--

0 Upvotes
LBrigg
Participant

Tag Contacts Beta

can the tagging work to sort tasks???

GuyTaylor
Guide

Tag Contacts Beta

Hi @LBrigg, no such feature at this time but it seems like a good request! I have added tagging of tasks to the list.

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

HubTags version 2.0 is released. Click here for details.

GuyTaylor
Guide

Tag Contacts Beta

HubTags version 1.8 is released. Click here for details.

0 Upvotes
MariaMilea
Contributor | Diamond Partner
Contributor | Diamond Partner

Tag Contacts Beta

@GuyTaylor - this looks very interesting! Would this also work in an integration scenario? Say for example we integrate HubSpot with another platform which uses tags and we would like to connect and keep the tags between the two systems in sync?
Thank you!