CRM

GuyTaylor
Guide

Tag Contacts Beta

SOLVE

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
Cover.png


-----

StateCity.png


-----

Manage.png

 

-----


Import.png

 

 

-----

Import directions.png

 

 

 

 

 

 

 

 

 

 

 








Guy Taylor | hubtags.io

1 Accepted solution
GuyTaylor
Solution
Guide

Tag Contacts Beta

SOLVE

Hello,

Version 3.0.7 is released. 

Video overview  

-Thank you for your patience! This has been a long time coming.

-Fixed issues that prevented European customers from using HubTags. If you are from Europe plz try HubTags again.

-Fixed issues around tag import. 

-Fixed issues around adding a account in general. Also updated HubTags to connect via public/private app.

-Improved the speed and performance. Many times we needed to display a 'loading' pop-up for actions. Now, in most places it goes much faster or needs no loading animation at all. Acheiving this was a very large/complicated process. It required us to implement unique values for all tags and optimistic UI. So it took some time but it is now done. However, you will notice a prompt requesting to update HubTags. Depending on how many tags you have this on average will just takes a few minutes.

-Standardization of UI. Selected tags always look the same. Unselected tags always look the same. Hover effects are always the same etc. etc. Perhaps this will feel a little odd at first but by standarizing the UI it will save us a great deal of time and allow us to move faster on some of the higher priority feature requests.

-New beta feature > parent tag. This is nothing but pure visual organization... for now. It's just a nice way to visually organize tags. However, it is the first step towards something larger - the ability to require a user to make a selection. For example if a user select the tag 'Sports' we can require them to follow up by selecting a secondary tag like 'Sprinting' or typing out a explanation. This requirement feature is not yet live.

-You can now reorder tags by just clicking and dragging them.

-Editing a tag has a much nicer UX.

View solution in original post

108 Replies 108
GuyTaylor
Guide

Tag Contacts Beta

SOLVE

Hi Everyone, version 2.9 is released.

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
-Fixed a bug that made it hard to share your API key with HubTags. People would try to add their HubSpot account but be redirected to a domain with 'app-eu1' in it. Thank you to @KaraBarnes for giving such a detailed description of the bug, made it much easier to diagnose and fix.

If you are using and enjoying HubTags please leave us a review here: HubTags Chrome Store.

*If HubTags has not yet udpated to version 2.9 you can force the udpate by following these directions: Video

0 Upvotes
karstenkoehler
Hall of Famer | Partner
Hall of Famer | Partner

Tag Contacts Beta

SOLVE

Nice @GuyTaylor!

Karsten Köhler
HubSpot Freelancer | RevOps & CRM Consultant | Community Hall of Famer

Beratungstermin mit Karsten vereinbaren

 

Did my post help answer your query? Help the community by marking it as a solution.

GuyTaylor
Guide

Tag Contacts Beta

SOLVE

Thank you : )

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

SOLVE

Hi @TOne, did the above steps resolve the issue? 

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

SOLVE

Hi @TOne, thank you for the report!

I do not have any analytics installed so if something goes wrong the only way I know is when a customer tells me. So thank you very much for the report!

First lets check to see if the HubTags sidepanel appears within your HubSpot.
-Login to HubSpot
-Go to contact list page
-Click the open button, it sits on the right side of screen. Image below:
Open button.png

 

 

 

 

 

 




-If you do not see this open button > right click the hubtags icon (in top right of browser) and select the show/hide button. Image below:

Show_Hide.png

 

 

 

 

 

 

 

 

 

 

 

 

 

 




If these steps do not fix the issue lets remove then add back your account, but in the process of this plz screen shot the error message if it appears again.
-Login to HubTags (sign in button available at hubtags.io)
-Go to accounts page
-Delete your current account. Image below showing how to do this.
-Now add your account back by clicking our add account button. 
-Check to see if the issue is gone if not please screen shot the error and share 

 

Accounts.png

 

0 Upvotes
BGroup
Participant

Tag Contacts Beta

SOLVE

Hello, i have had problems trying to set up and use this plugin. When i install it and click on find API key, it takes me to the page promting me to click my account, and when i do, it keeps me on an endless loop, not going through to the next step like on the video.... When i try an alternative method by manually pasting the API Key, when i go onto hub spot contacts, it does not show the lever button on the right, depsite me selecting for it to show panel.

Screen Shot 2021-11-09 at 13.58.27.pngScreen Shot 2021-11-09 at 13.58.23.pngScreen Shot 2021-11-09 at 13.58.14.png

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

SOLVE

Hi @BGroup, thank you for such a detailed description and screenshots. That is a huge help. I am researching this right now and will update you here as soon as I have a solution.

One quick thing you can try in the mean time is to clear cache/cookies and see if that fixes the issue. If that fails you can also try a uninstall/reinstall of the extension.

BGroup
Participant

Tag Contacts Beta

SOLVE

Hi @GuyTaylor , before i posted the pictures, those were the first things i done.

  • All these 3 steps were done individually on the Chrome browser to test if the pluggin would work:
    • First i cleared cache/ cookies
    • Then i reinstalled the extention
    • Then finally i reinstalled chrome broswer
  • I installed the pluggin on Brave browser also to see if it would work; unforuntately it did not work and done exactly the same as what the Chrome browser was doing.

Hope this feedback helps, and thanks again for the hardwork.

GuyTaylor
Guide

Tag Contacts Beta

SOLVE

@BGroup Thank you, that is helpful.

I have not yet been able to locate the cause of the issue. But I will continue to work on it and ping you once I have a solution.

0 Upvotes
TOne
Member

Tag Contacts Beta

SOLVE

Something is wrong with the app.
1. I've installed the extension, copy-pasted the API Key, but I get Unkown account and whenever I am in Hubspot and I click the extension it opens a new tab with the HubTags acount where there's not much I can do. No popup wihtin Hubspot. I've followed the tutorial videos.

What I am doing wrong?

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

SOLVE

Hi @TOne, the issue is on my side. Sorry for the troubles.

HubSpot has made a big change recently that unfortunately breaks HubTags. We rely upon a certain API for our product to work, it is utterly necesasry, and this API has been removed.

For this reason, I am very sorry to say, HubTags might be closing down. I am still researching and will post another update in the near future.

Gratefully,
Guy

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

SOLVE

Hi Everyone, version 2.8 is released. Details are below but this update comes with a request. If you are using and enjoying HubTags please leave us a review here: HubTags Chrome Store

2.8 | Video 
-Hubtags.io the website is now live. 
-Create, delete, and edit tags on the 'fly' i.e. from a 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)


Guy Taylor | HubTags.io | LinkedHub.io

0 Upvotes
DaisySerrano
Member

Tag Contacts Beta

SOLVE

Hi @GuyTaylor, I was able to see the video a few days ago but am not anymore. Can you please advise if there was an update to it? I didn't get a chance to test run the udpates. Also, when you show the screen, how are you logged on to see that view specifially within HubSpot? My view is different, wondering where exactly you're going. Thanks!

 

Screen Shot 2021-07-24 at 12.49.46 PM.png

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

SOLVE

Hi @DaisySerrano, sorry about that. I uploaded the video to youtube, hopefully that does the trick. Here is the link: https://youtu.be/ix9UFaVEE6g.  

When you say "That specific view within HubSpot" this is the HubTags settings(backend) right? To access this area click our icon in the top right of your browser. You may need to first pin our icon so it is visible, image attached. But if I have misunderstood plz screen shot the location from the video and share with me.

Pin  (1).png





Cheers!
Guy

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

SOLVE

Hi Everyone, a new version of HubTags is released. Here is a video with the details and below are the release notes.

2.7
-Most popular feature 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.

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

SOLVE

@ABrennan Thank you for the kind words! It is totally free : )

0 Upvotes
ABrennan
Participant

Tag Contacts Beta

SOLVE

This looks fantastic can't wait  to try. Quick Q - is it free or same pricing as LinkedHub

GuyTaylor
Guide

Tag Contacts Beta

SOLVE

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

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

SOLVE

Just a bit of good news.

I am aware that filtering can be slow thru HubTags. I have a big speed/performance improvement coming soon. Should release in a week or so. 

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

SOLVE

Hi Everyone, build 2.5 is released. Details below.

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

DaisySerrano
Member

Tag Contacts Beta

SOLVE

The renaming of tags worked perfectly, @GuyTaylor

 

For the bulk taging portion, when tagged multiple contacts at once with a new tag, all the previos tags I'd aplied to them dissappeared. Any feedback on this glitch? 

0 Upvotes