What is a tag?
A tag helps you to group contacts that have the same relationship. A tag can be based on a job category, industry, company name etc.
What is the field?
A field helps to narrow down tags to a specific category. A field can be a job level, location, industry subcategory etc.
To recap on how to upload contacts click here.
Steps on how to tag a contact.
You can tag a contact in two ways:
a) Add a column in the Excel file, containing the tag name(s):
b) Add the tags, at the point of uploading contacts on the platform
Click on the UPLOAD button to finish uploading the contacts.
You can add a field by selecting a contact
Click the edit icon, then select + ADD FIELD button to input the details
Click on SAVE icon, to complete the process
All tags and fields are displayed on each contact
How to filter contacts uploaded on Mteja.
You can also filter by Tag or Field,
Example of searching by field
Contact us at firstname.lastname@example.org with any queries you may have regarding contacts.