Functions: Tags

This article covers everything you need to know about the use of Tags in Sensr Portal.

What are Tags?


Tags are an internal tool that allows you to group and filter contacts in support of various workflows. There are two types of tags:

  1. System Tags: automatically created tags assigned to contacts based on their profile
  2. Configurable Tags: user created tags that are assigned to a contact based on admin preferences

System-generated Tags Types


  • Prospect tag - assigned to any newly created contacts.
  • Investor tag - assigned to contacts of investors that have investments.
  • Agent tag - assigned to contacts that don't have any investments through any investor(s) and are linked to another account.
  • Admin Group - this tag is only visible if admin groups are enabled for your system. By default, when a contact is created, they are assigned to the general Admin Group. Contacts assigned to a specific Admin Group will display a tag with that specific Admin Group name, instead of the general Admin Group.

Assign a Tag to a Contact


In addition to System Tags, you can also assign configurable tags to a contact via Bulk Assign Tags or Assign Tags to Specific Contacts.

Bulk Assign Tags

  1. Click on the Functions menu and select Tags.

  2. To assign tags to one or more contacts, enter the tag(s) you would like to add to a group of contacts in the Assign tags to field.

  3. Once the tags have been entered, select the contact(s) you want to assign the tags to in the table using the checkboxes. Then click the Assign X Tags to X Contacts button. Once confirmed, a green banner appears, and the tags(s) will be assigned to the selected contacts.


Assign Tags to Specific Contacts

  1. From the Contacts tab in the menu, select a contact whom you would like to assign a tag. Click Edit Contact Details.


  2. In the Tags menu, use the checkboxes to select tags.

  3. Click Update Contact to save the tags to the contact's profile. A green banner appears to notify of successful tag assignment.

Bulk Remove Tags

  1. Similar to assigning tags, you can remove tags by entering the tags to remove in the field next to Remove Tags from X Contacts.

  2. Use the checkboxes to select which users to remove the tags from and click Remove from X Contact's.

  3. A green banner appears to notify of successful tag removal from the selected contacts.

Filter Contacts Using Tags

You can quickly filter contacts using system-generated tags on the Contacts page. At the top of the page, click on Tags to expand the dropdown menu and filter by the available Tags. Select multiple tags using the checkboxes.