Tag Contacts Beta

GuyTaylor
Guide

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

Visit our website(blog post) for more details: HubTags Website  

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

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

Working on
-Researching what should be next

Feature requests
-Ability to tag tasks
-Ability to tag deals
-Zapier integration. Trigger actions from applying a tag.
-Ability to edit tags via HubTags
-Easy bulk edit
-Tagify single/multi line text properties*beta

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

Known issues
-Nothing at the moment. If you find a bug/issue please let me know.

Changlog

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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Manage.png

 

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Import.png

 

 

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Import directions.png

 

 

 

 

 

 

 

 

 

 

 








Guy Taylor | linkedhub.io

55 Replies 55
GuyTaylor
Guide

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

--

0 Upvotes
GuyTaylor
Guide

HubTags version 2.2 is released. Click here for details.


0 Upvotes
HKroon
Participant

Why is this not posted in the Marketplace?

GuyTaylor
Guide

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

GuyTaylor
Guide

HubTags version 2.4 is released. Click here for details.

0 Upvotes
NeilFraser
Participant

How do I  TAG and SEARCH please?

0 Upvotes
GuyTaylor
Guide

Hi @NeilFraser, a good question. 

Here is a quick video answer. Cheers!

NeilFraser
Participant

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.

 

DaisySerrano
Member

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

0 Upvotes
GuyTaylor
Guide

Hi @DaisySerrano

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

0 Upvotes
DaisySerrano
Member

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
0 Upvotes
GuyTaylor
Guide

HubTags Fixed! Watch a quick cideo

Guy Taylor | linkedhub.io | hubtags.io

0 Upvotes
DaisySerrano
Member

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? 

GuyTaylor
Guide

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
DaisySerrano
Member

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
GuyTaylor
Guide

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

 

 

 

 

 

 

 

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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

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

GuyTaylor
Guide

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

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
ABrennan
Participant

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

GuyTaylor
Guide

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

0 Upvotes
GuyTaylor
Guide

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
DaisySerrano
Member

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

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