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9.5. Creating New Records and Then Applying a Tag to Their Profile

How Do I Create New Records and Then Apply a Tag to Their Profile?

 

1. At the top of every page in Campaign Manager, you'll find the Search bar. When you hover your cursor over that Search bar, you'll see a message that displays "Enter name of individual or organization".

2. Click in the Search bar and type in the name of the record. After 3 characters are entered, possible matches that already exist in your database will display. Since we are creating a new record, continue typing the full name to be certain the record doesn't already exist and avoid creating a duplicate.

3. If the record is not found a message displays: "No Records Found".

4. Click New Individual (or you can click a more appropriate option if you are not creating an individual).

5. A new record profile will open and automatically capitalize the first and last name. From here, add any other info you have for the record, such as title, middle name, address, email, phone, etc.

6. Click Save in the top-right (or the save button in the About, Address, etc. area works as well)

7. She page will refresh and display the new full profile with an ID# and several other components. Near the top of the page, you'll see the "Search Tag name" field - click in that search bar.

8. Type the Tag name you'd like to apply to this record.

9. After typing 3 characters, existing Tags that are possible matches will display.

10. If after you type the full Tag name there is no match, you can choose "Add as new Tag".

11. After selecting an existing Tag or adding a new one, the Tag will then appear on the record below the Search Tag Name bar. It will remain there (along with any others you select) so you can immediately see all of the tags that have been applied to that record once you land on their profile.