Introduction to Tags

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Introduction to Tags

Key Features of Tags

  • Tags in Xeppo provide a way to classify or categorise Groups and/or Clients
  • Xeppo supports an unlimited number of Tags, created by your Xeppo Practice Administrator
  • Users with the allowable capability can apply specific Tag values to Groups and Clients via View Action "Update Tags"
  • Views can then be built to create searches including those with a specific Tag value

Tags are ideally suited for:

  • Marketing lists (such as newsletters and regular communication initiatives)
  • Client segmentation (classifying your Groups/Clients into service segments)

Note that Tags are a "static" tag and require you to continually review and ensure those included or excluded remain current for the Tags purpose.

If you need a more "dynamic" list, we recommend you build a custom View and use this for your regular initiatives.

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