✔️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
-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.