How to tag a contact in pdwise

This guide provides a step-by-step process on how to tag a contact in pdwise. By tagging a customer, you will help split your database into appropriate segments.

Step 1: Log in to your pdwise account.

Step 2: Click "Contacts".

Step 3: Select a contact you would like to tag.

Step 4: Scroll down to "Actions" and in the white box that says "Add Tags" you can create a new tag such as "Newsletter" or "Website Lead" etc.

Step 5: Select your tag or create a new one. As per this example, I have selected the "Web Lead" tag for this test contact.

Step 6: When you navigate back to your contacts list (refresh CRM) you will see that contact now has a tag when you scroll to the far right hand side of your screen.

As stated, tagging your contacts helps you segment and easily identify who they are in the future. This level of micro-segmentation is useful if you ever want to email or SMS specific lists of people.