How to Create a New Tag in Insightly
- George Apostolov
How to Create a New Tag in Insightly: step-by-step guide
Navigate to the 'Contacts' section to access your customer database.
Click and open an existing record.
Click on the edit icon to access the contact's tag management features to improve categorization.
Review the current tag information for this contact to understand their segmentation.
Enter the tag field to assign a more relevant categorization.
Apply the new tag to properly categorize this contact for targeted campaigns.
Click 'Save' to confirm your changes and update the contact's classification in your database.
Success! The contact is now properly tagged for better segmentation and targeting.
Quick answer: To create a new tag in Insightly, navigate to the Contacts section, open an existing record, and click the edit icon. Enter the tag field to assign the new categorization, apply the tag, and click Save to update the contact's classification.
About this tutorial
Categorize records efficiently in the app by adding and saving new tags within contact management settings. This guide shows how to create a New Tag in Insightly in 8 steps, starting with "Navigate to the 'Contacts' section to access your customer database" and finishing with "Success! The contact is now properly tagged for better segmentation and targeting". The interactive demo above is a click-through copy of the real product interface, so you can rehearse each step before doing it in your own account.
Frequently asked questions
How many steps does it take to create a New Tag in Insightly?
8 steps. Each one is listed in order above, and the demo highlights exactly where to click.
Can I try it without changing my own account?
Yes. Clicking through the demo doesn't touch your data or settings. Once you know the flow, repeat it in your own workspace.
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