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How to Add and Assign a Tag

Laura Liang

Content Editor and Customer Support at Textr

Published Jan 10, 2022

Sorting and Categorizing Your Contacts

  1. Navigate to the ‘My Contacts’ in the Textr Team menu. Under ‘Contacts’ you will see the subcategory ‘Tags’. Click ‘Add Tag’.

2. A pop-up will appear prompting you to input the tag name and assign a color to it. Click the blue button ‘Save’ to finish creating your tag.

    3. Next, find the contact you would like to add a tag to. You can scroll through your list of contacts or use the search function. Click on your chosen contact and click on ‘Edit Contact’ represented with a pencil icon.

    4. Now, you can edit the contact’s information including tags. Click ‘Add Tag’ and you will be presented with the option to choose which tag to assign to the contact. Select your chosen tag and hit ‘Save Changes’.

    5. You’re done! This contact will appear when you select a tag that the contact is assigned to.

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