CRM – Contact Classifications

Use Contact Classifications to label your Contacts with various tags that can then be used in Marketing Campaigns, in order to extract only the relevant contacts for the campaign.

The creation and deletion of these Classification Tags is very simple and controlled via the Settings drop-down, and selecting ‘Tags’

tags drop-down

new tag

After opening a new or existing tag record, fill in the form similar to the way seen below:

tag details

Once you have created your Classification Tags, you can apply them to Contacts…

contact record classification tag

campaign rules page


Still haven’t found what you’re looking for? Contact documentation@houseonthehill.com

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