Creating Contact or Matter Tags
Overview
Lawmatics makes it easy to organize your contacts and matters using tags. Tags help create target audiences for marketing emails, generate custom reports, and even trigger automations.
You can create tags by navigating to Settings > Tags and clicking the Add New Tag button in the upper right-hand corner. Tags can be used on both contacts and matters.
Additionally, you can assign color labels to tags to help visually differentiate them.
Adding Tags to Contacts or Matters
Tags can be applied in three different ways:
1) From the Matter or Contact Details Page
- Navigate to a Matter or Contact profile.
- Click Edit pencil on the left side of the matter/contact page.
- Locate the Tags field:
- Matters: Found under Matter Information.
- Contacts: Found under Personal Information.
- Apply the tag(s) or remove existing tags by clicking the small X.
2) Applying Tags from Automations
Tags can be assigned automatically using Automations:
- In an automation, select the Change Attributes action.
- Choose Tags (Matter) or Tags (Contact) from the dropdown.
- Select the tags to be applied when the automation runs.
- To create a new tag within the automation, type the tag name and click Create Option....
3) Using Audience Filters and Reports
- Tags can be used to filter reports and audience lists.
- Navigate to Reports or Audiences, select the Tags (Matter) or Tags (Contact) filter, and choose:
- Contains All – Requires all selected tags to be applied.
- Contains At Least One – Includes any matter/contact with at least one of the selected tags.
- Exact Match – Only includes contacts/matters with exactly the selected tags.
Managing & Deleting Tags
To manage existing tags:
- Navigate to Settings > Tag Settings.
- View all existing tags and their usage count.
- Click the edit pencil icon to rename a tag.
- Click the trash icon to delete a tag.
Note: Deleting a tag will automatically remove it from all associated contacts and matters.
FAQs
What is the difference between tags and custom fields?
- Both tags and custom fields store data for filtering and automation.
- Tags consolidate multiple labels into one field, making filtering and reporting easier.
- Custom fields provide more structured data but are not included in standard tables like tags.
What tags should I create?
- There are no required tags; they should be concise and meaningful for organizing contacts/matters.
- Use tags that provide insights for segmentation and reporting.
Do I need to use tags?
- No, tags are optional but highly recommended for better organization, automation, and reporting.