Tag Totals

This template shows the total number of contacts that have a specific tag or tags. To begin, click the “+” icon on your dashboard and search for the words “tag totals” in the search bar.

First, select your chart type. In this example I’ll select bar.

By selecting the check box “Show Sum of Tag Totals“, you will see the sum of all the tag totals for each tag you select.

Next, click on the “Options” tab. Simply type in the tag(s) you would like to include and click “Add“.

Click the “pencil” icon to edit the display label for the tag within the widget.

If you stop now, you will see a count for your tags. Not taking into account any sort of time frame. If you’d like to specify a date range for when the tags were applied, go to the “Criteria Builder” tab. Select from Tags >> Tag Applied >> Choose your Date method. I’ll choose Rolling dates, set it to the last 30 days and then click “Save“.

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

Lastly, feel free to set alerts in the “Alerts” tab for if your values rise above, or fall below a threshold of your choosing.