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How to Create/Edit Tags

Overview

This tutorial explains how to create and edit tags in StudioCloud.

What Is a Tag

StudioCloud allows you to create tags to help identify your clients, their interests, or other identifying information.  It can also be used for marketing to clients with specific tags and running reports on clients that have specific tags.

How to Open the Manage Tags Window

  1. Click on the Client Component
  2. Click on the Settings tab
  3. Click the Manage Tags button

How to Create/Edit a Tag

  1. Open the Manage Tags window using the instructions above
  2. Click on the New Tag button or edit the desired tag

How to Create a Tag From The Client Window

  1. Create a new client or edit an existing client
    1. Click here for a tutorial on how to create a new client or edit an existing client
  2. Click on the Create Menu option
  3. Click on the Other Create Options menu option
  4. Click on the Create a New Tag menu item

How to View the Clients Associated With  a Specific Tag

  1. Open the Manage Tags Window using the instructions above
  2. Click on the View Clients button for the desired tag

How to Archive Tags

  1. Open the Manage Tags window using the instructions above
  2. Click the checkbox in the first column for all of the tags that you want to archive
    1. ProTip: You can select multiple tags at once by using group operations
  3. Click on the Group Options menu option
  4. Click on the Archive Selected Tags menu item

How to Email an Exported File of Clients That Have Specific Tags

  1. Open the Manage Tags window using the instructions above
  2. Select the desired tags
  3. Click on the Export Options menu option
  4. Click on the Email Exported Tags as CSV menu item

How to Import Tags From A CSV File

  1. Open the Manage Tags window using the instructions above
  2. Click on the Import Options menu option
  3. Click on the Import Tags From CSV menu item
  4. In the Import Tags window Click on the Import Options menu option
  5. Click on the Import From CSV menu item

How to Duplicate Multiple Tags At Once

  1. Open the Manage Tags window using the instructions above
  2. Select the desired tags to duplicate by clicking on the checkbox in the first column
    1. ProTip: You can select all of the tags at once by using a group operation
  3. Click on the Group Operations menu option
  4. Click on the Duplicate Selected Tags menu item
  5. Edit the tag names as desired
    1. ProTips
      1. If you click the enter key when finished editing a tag name it will automatically move down to the next tag name
      2. If you click the end key when editing a tag name it will jump the cursor to the end of the tag name
      3. If you click the tab key it will jump to the next tab to the right
  6. When finished click the Save button