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How to View And Export Clients By Tag

Overview

This tutorial will explain how to view and Export Clients by Tag

How to View Clients Associated With a Specific Tag

  1. Click on the Clients Component
  2. Click on the Settings tab
  3. Click the Manage Tags button
  4. Find the desired tags and then click on the View Clients button

How to Export a Clients By Tag

  1. View the clients associated with a tag using the instructions above
  2. Click on the Group Operations menu option
  3. Click on the Select All menu item
  4. Click on the Group Operations menu option
  5. Click on the Export Selected Clients to CSV button

How to Export a Client List By Tag Using the Custom Report Generator

Click here for a tutorial on how to export out clients to csv using the Custom Report Generator

How to Export a Client List By Tag Using A Marketing Campaign

Click here for a tutorial on how to export a client list by tag using a marketing campaign