Classify Contacts with Tags

Everything you need to know about the use of Tags in Sensr Portal is listed below.

TIP: Refer to the Tag Manager to bulk assign tags to contacts.

What are Tags?

Tags are a useful internal tool on the Sensr Portal that allows you to filter contact access to properties, and communications or assist you in CRM searches.  Tags are assigned to contacts both automatically and manually.   There are two types of tags on the portal:

  1. System-generated Tags: System-generated tags are automatically assigned to contacts by the software based on their profile and are shown inside square brackets [ ] (ie: if they hold investments if they are linked to other accounts, etc.)
  2. Custom Tags: These are tags you manually assign to a contact and can be customized to fit your CRM needs.  For example, you may have a preferred group of investors you want to tag as Preferred.

Understand System-generated Tags

System-generated tags are automatically assigned to a contact on the Sensr Portal. A contact will be tagged automatically with one of three potential tags.

In a typical use case, the tag assigned is related to the contact that is associated with an investment or distribution. However, in the case of multiple entity owners, the contact associated with the system-generated tag is the list of owners (investors) that are associated with the entity that is related to the investment.

[Investor] Tag

  • The [Investor] tag is automatically applied to all contacts on the portal who hold an investment in at least one fund.

[Prospect] Tag

  • The [Prospect] tag will be automatically applied to any contacts who are on the portal but do not hold at least one investment and are not linked to any other accounts on the portal.

[Agent] Tag

  • The [Agent] tag will be automatically applied to any accounts that are not an investor and are linked to another account on the portal.
    • A good example of this is a spouse who has an account on the portal, and is linked to their significant other's account but does not hold any of their own investments. Suppose an account tagged as an [Agent] eventually is assigned their own investment in Sensr Portal. In that case, their system-generated tag will automatically be converted to [Investor], even if they are still linked to other accounts.

Use Tags

Tags offer a powerful way to quickly filter contacts, provide specific access to properties and send communications to subgroups of contacts on the portal.

Bulk Assigning Tags

You can bulk assign tags with the tag manager.  For details on that, refer to the article: Using the Tag Manager.

Assign a Tag to a Contact

System-generated tags are always automatically assigned to a contact, however, you can assign custom tags to a contact.

  1. To assign a tag to a contact, go to the Contacts tab in the menu and then select a contact whom you would like to assign a tag, then click Edit Contact Details.



  2. At the bottom of the Edit Contact Details page, enter any custom tags you wish, separated by commas.  Keep in mind, any previous tags used on the portal will appear below the text box for selection.


  3. Finally, click Update Contact to save the tags to the contact's profile.  As you can see in the image below, the custom tags were saved.

NOTE: Typically custom tags do not have [ ] around them.


Tag Multiple Contacts Using the Tag Manager

The Tag Manager allows you to quickly assign or remove tags in bulk.

TIP: For more info, please refer to Tag Manager: Bulk Assign or Remove Tags from Users.

Filter Contacts with the CRM Tool

You can quickly filter out contacts by system-generated tags on the Contacts page.

  1. At the top of the page, click on Tags to expand the dropdown menu and filter by the available Tags. You can select multiple tags using the checkboxes.


  2. When you click on Tags, you will be able to access all the system-generated tags currently utilized on the system, in addition to other custom tags you may have added. This includes all system-generated tags and the any custom tags. In the image below the custom Priority tag is available.

  3. Simply click on the relevant tags (you can add multiple for further filtering) to expand your search. Results will pop up based on your selections. In this example, we are filtering by the Investor, Prospect and Priority tags.


Filter Fund Access Using Tags

Tags can be used to grant access to a fund for specific contacts.  This is typically more useful for Current Opportunities but also is also useful for other fund types.  In the case of other fund types, contacts who hold an investment and any linked accounts to that contact will always have access to a fund.  We'll cover different fund types here:


Current Opportunity Fund Access with Tags

To control fund access to a current opportunity, navigate to the fund page of the current opportunity in question on your Sensr Portal and scroll down to the access panel.  Here you will see two sections, one for users and one for tags.  If you have added no users or tags already, these sections will be blank.  

  1. Click on + Add Tag button on the right.  

  2. This will open a Tags for Access page.  Simply type the name of the tags you want to apply for access to this fund. 

  3. Then click Save which now grants access to contacts tagged Preferred and Priority to this fund and then these tags will now be listed in the Access panel under tags.

Active and Completed Fund Access with Tags

Active and Completed fund types differ from the Current Opportunity fund type because contacts who hold an investment in the fund will have access to the fund , as well as accounts who are linked to these contacts will have access to the fund regardless of their tags.  For these properties, we can grant additional access to other contacts who do not hold an investment.  This might be for promotion purposes or used as a way to show other contacts a track record.  To do so, the process essentially repeats the process of a current opportunity.

  1. First, navigate to the fund in question and scroll down to the access panel on the fund page using an admin account 
  2. Click + Add Tag.  
  3. On the tags for access page, select the tags you want to grant access to and then click Save.  
  4. This will now allow contacts tagged with the selected tags, who did not already previously have access to the fund as an investor or linked account, to view the fund in question.

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