Navigate to the bottom left-hand corner of the screen and click on the Settings icon.
Locate Tags Section:
Scroll down the left-side menu until you find the Tags option.
Create a New Tag:
Click on the + New Tag button.
In the pop-up window, enter the desired name for your new tag (e.g., "Opted in :: [ Lead Magnet Name ]").
Finalize Creation:
Click the Create button to save the new tag.
Verify Tag Creation:
Scroll through the list of tags to ensure your new tag appears correctly.
Tips for Efficiency
Double-check the spelling of the tag name before saving to avoid creating duplicate tags or errors.
Familiarize yourself with your existing tags to avoid creating similar or redundant tags.
Ensure that the tag name follows a established naming convention that you prefer, so you can maintain consistency, and easily identify what a tag does based on it's name alone.
Use clear and descriptive names for tags to make it easier for team members to understand their purpose.
Consider creating a reference document that lists all existing tags and their purposes to streamline the tagging process.
Avoid using special characters that may cause issues in the system.
Consider creating a list of potential tag you may need before starting the process to streamline decision-making.
