Grouped Tags Applied

This template displays the number of tags within a group that get applied to contacts during a sale period.

To begin, click the “+” icon on the Dashboard and type “Grouped Tags” into the search bar. Then select the “Grouped Tags Applied” template.

Select your chart type. If you want the data stacked, check the “Stacked” box.

By clicking the “Show Total Number” box, the total number of tags applied to the contact will be displayed in the top right hand corner of the chart.

Now navigate to the “Options” tab and create a new group by typing its name into the box and clicking the “add” icon.

From here add tags to the Groups you make by clicking on “Add tag to this group” and typing in the name of the tag. Then click “Add“. You can add multiple tags to multiple groups, and change the order of the groups by clicking and dragging them. If a group name is too long, you can click on the “pencil” icon and edit it.

Now select your date range.

For ultimate control and customization, use the “Criteria Builder” to include additional rules and requirements to the report.

Once you have your everything set, click “Save Preferences” on This Widget.

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