Is there a process for associating tags to contacts or companies? If not, is there another way in which to associate certain qualities to contacts and/or companies that are not already listed?
@lizzie_p@dtwuensch Thank you for the quick replies here. We do think that, at this stage, "multiple checkbox" custom properties provide much of the same value. Certainly, there are places where they don't entirely fit the bill. And, it's not totally out of the question that we build tags some day. However, as of now, there are more pressing customer issues that our team needs to focus on to deliver the highest quality overall product.
Thank you as always for your continued feedback, it helps us build a great product.
We are constantly evaluating and re-evaluating our priorities and roadmap to deliver as much value to our customers as possible. At this time, adding tags is not something our team is currently planning to build natively into HubSpot. This is certainly subject to change in the future and we will update this idea if that becomes the case.
Would love to move to Hubspot from Insightly, but we need the tag option similar to Insightly's. Hubspot has a "Type" field. Expand that option. This convo has been going on for over a year. Seems like an important priority for users.
further to Ed's accepted solution... when you create your custom property, I suggest grouping your tag options into a multiple checkbox... in my case, I've created a property "Waiting For" and I've added a list of hardware prototypes the leads are waiting for ....
As the OP, I never accepted Ed's "solution." He forced the acceptance as a HubSpot employee. I have since unaccepted the solution.
I consider any custom property-based solution to be a parital one, at best, since it must be created, managed, and tracked separately for contacts, deals, companies, etc.
A true tagging system would be global across the platform, allowing the tag applied to a contact to be visible while looking for that contact's deals, and vice versa.
As a followup, this is a feature already existing with some of the Blog posting functionality, where you can add a tag on the fly or select from a list of those already in use, and then be able to manage that list separately. Much different UX than trying to manage a custom property field.
Hi @nicolebrenner, could we ask what the latest on this is? We're like other customers who (naively) just assumed HubSpot would have tagging functionality when we migrated across - and are now finding it difficult to quickly pull out the contact segments we want to. Others have explained the benefits of tagging over using custom properties - if there is any chance of it being implemented in the future, it would be really helpful to know. Thanks!
I was surprised to learn Hubspot doesn't have tags. This seems to be a really fundamental field in any sort of online database now. Tags are different than custom fields: conceptually and in how they work in a database. Please consider implementing them. Thank you.
e.g. Tagged as customer and received Easter 2018 campaign and Repeat Business and NOT currently enrolled on course.
Sometimes it's easier to get workflows add/remove tags and query the tags on their own than trying to stitch many different field types together in a query.
Tagging would be better than always creating a new customer property. Obviously, there would need to be organization for tags, but other marketing automation systems have them and HubSpot should too.
This was a feature I loved about Insightly. I really like using HubSpot more but without the tagging option, it is becoming increasingly more difficult to sort contacts. Please move this to the top of the list.
This is marked as solved, so I guess the idea of adding tagging to the platform is stale. But, I still think it would be a great addition if it was done right. Teamwork Projects has tagging and organization for it--which is key. Searching by tag, adding/deleting tags, and automation by tags would be awesome.
I just attended a Mail Chimp introduction course where Tagging what explained as an essential feature for all great marketing strategies. As I integrate Hubspot with Mailchimp, and now understand Tagging isn't a feature of Hubspot, can I use the tagging in Mailchimp on a Hubspot list?
