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


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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

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

@RKuzub Thank you for the screen shot and detailed description, that is so helpful!

I am working on this solution as we speak, I should have it ready this week. I will post here the moment it is done.

GuyTaylor
Guide

Tag Contacts Beta

SOLVE

Real time chat is ready at: HubTags.io

Please go to hubtags.io and click the chat button (in bottom right) to chat with me in real time and get a faster response. This will be helpful to more quickly troubleshoot issues/bugs. Also you can share feedback/ask questions there.

0 Upvotes
keogab
Participant

Tag Contacts Beta

SOLVE

@GuyTaylor is it still possible to add tags to a deal?

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

SOLVE

Hi @keogab, yes this is possible.

GuyTaylor
Guide

Tag Contacts Beta

SOLVE

@BGroup @TOne The bugs you were experiencing are now fixed in version 2.9.9. It may take a day or so for the latest build to hit your computer. 

Thank you for your patience.

MDzialo
Member

Tag Contacts Beta

SOLVE

Hey there! I just installed HubTags and tried to start using it but it wasn't working for me and I couldn't find any videos to help walk me through how to actually create and manage the tags. When I clicked on "add tag" and tried to add some words, they just disappeared. Any advice? 

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

SOLVE

@MDzialo Thank you for this report. The words shouldn't be disappearing. Could you send a screen recording of the issue taking place plz. It will greatly help me diagnose and resolve it.

0 Upvotes
a_mccarthy
Member

Tag Contacts Beta

SOLVE

Hi there, So glad to have the tags feature. I keep getting an error when I try to filter tags. See screenshot...any advice?Screen Shot 2022-02-17 at 11.57.59 AM.png

 

GuyTaylor
Guide

Tag Contacts Beta

SOLVE

Hi @a_mccarthy I'm still researching this and could use a bit of input if you don't mind. A screen recording we would extremely helpful.

If you are on a Windows machine and press F12 this will open up a side panel with losts of technical details within it , called the console log. Image attached. Can you open this up this console log then create a screen recording which includes the URL bar and recreate the issue plz?


console log.png







Many thanks,
Guy

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

SOLVE

@a_mccarthy Thank you for this report! I am investigating this right now.

0 Upvotes
CSangster4
Member

Tag Contacts Beta

SOLVE

@GuyTaylor This is exactly what we are looking for/need! 

 

I read through your article and it says to get in contact if "You are redirected to a domain that starts with 'app-eu1'. " I have downloaded the extension, even uploaded some tags to the hubtags platform, but nothing is syncing with our HubSpot contacts. I cannot get the extension to pop up/open on the right hand side as illustrated in several of the videos when I open our contacts page on HubSpot. 

 

Any help or guidance would be so great, as this ability to tag our clients is so necessary for our work 🙂

GuyTaylor
Guide

Tag Contacts Beta

SOLVE

Hi @CSangster4  I'm still researching this and could use a bit of input if you don't mind. A screen recording we would extremely helpful.

If you are on a Windows machine and press F12 this will open up a side panel with losts of technical details within it , called the console log. Image attached. Can you open this up this console log then create a screen recording (make sure it captures URL at the top of screen) and recreate the issue plz?









Many thanks,
Guy

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

SOLVE

@CSangster4 Thank you for the detailed report! That is quite helpful. I am investigating this right now.

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

SOLVE

Hi @CSangster4

Yes! Happy that you reported this issue. If you see 'app-eu1' within your URL it means you are connected to HubSpot's Europe based data-center.  Unfortunately, this effects HubTags but I hope to have a fix by this time next week.

Glad you found us! Please keep a look out for a post late next week, that is when I expect to have a solution.

Guy | HubTags.io
 

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

SOLVE

@Mick1 Welcome, happy to have you onboard.

0 Upvotes
Mick1
Participant

Tag Contacts Beta

SOLVE

Hey Guy!!! Gonna try this out this week!!!

GuyTaylor
Guide

Tag Contacts Beta

SOLVE

@MargaritaPapica Thank you, I have a second product called LinkedHub. It uses the same logic for adding a HubSpot account.

Would you kindly install this product and add your HubSpot account. I would like to know if you experience the same issue. Here is a link to the product: Install LinkedHub

0 Upvotes
MargaritaPapica
Participant

Tag Contacts Beta

SOLVE

Hi @GuyTaylor, I am also having the same exact issue as BGroup. I tried the troubleshooting you recommended in the thread but it didn't not fix the issue. If you have the solution available please let me know too.  Thank you!

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

SOLVE

@MargaritaPapica Thank you for letting me know. This bug is very allusive but I will figure it out. I am working on it as we speak.

As I continue to troubleshoot this bug perhaps I can ask you to try some tests to see what happens?

I appreciate your patience 🙏

0 Upvotes
MargaritaPapica
Participant

Tag Contacts Beta

SOLVE

Yes, I'm willing to try some tests to check if it will fix the issue.

Appreciate your help.

0 Upvotes
GuyTaylor
Guide

Tag Contacts Beta

SOLVE

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. @BGroup @KaraBarnes 

Guy Taylor | hubtags.io

0 Upvotes