Tags Management

Tags

The Tags page allows you to create and manage different data tags to categorize and organize your contact and location data effectively.

Location

Found under the Community section in the side navigation bar

Objectives

• Primary Goal: Enable users to categorize and filter items using customized tags for quick access and organization
• User Benefits: Facilitates quick segmentation and identification of items, improving workflow and app usability

Tag Types

1. Contact Tags

Used to categorize contacts for targeted outreach.

Common Examples:

• Rebate program participants
• Board members
• Partner groups
• VIP customers
• Newsletter subscribers

2. Location Tags

Used to categorize locations by type or characteristic.

Common Examples:

• Residential locations
• Commercial locations
• Secondary metered locations
• Verified non-lead locations
• High-usage accounts

3. Contact & Location Tags

Creates context-specific relationships between geographical areas and contacts.

Less Common

This tag type is used less frequently and only when there’s a specific relationship between location and contact.

Examples:

• “Flood Risk Area – Emergency Contacts”
• “Zone 5A - Backflow Prevention Contacts”
• “District 3 - Board Representatives”

4. Boundary File Tags

Categorizes locations within specific geographic boundaries using shapefiles.

Common Uses:

• Pressure zones
• Source protection zones
• Flood-prone areas
• Service districts
• Ward boundaries

Key Features

• Create custom tags for any categorization need
• Bulk assign tags via file upload
• Map-based tag assignment for locations
• Edit and delete existing tags
• Filter contacts/locations by single or multiple tags

Tips and Tricks

Tag Management Best Practices

• Be Consistent: Use clear naming conventions
• Avoid Duplicates: Periodically review and merge similar tags
• Document Purpose: Add descriptions to tags for team clarity
• Regular Cleanup: Delete unused tags to reduce clutter

Creating Tags

Quick Creation Guide

Tag Type	Creation Method	Assignment Options
Contact	Add Tag → For Contacts	Upload file, Search & select, Edit contact
Location	Add Tag → For Locations	Upload file, Map selection, Search & select
Both	Add Tag → For Contacts and Locations	Separate assignment for each type
Boundary	Add Tag → For Boundary File	Upload shapefile (.zip)

Tag Management Tasks

Creating Tags

• Create contact tags
• Create location tags
• Create boundary file tags
• Create contact & location tags

Assigning Tags

• Bulk assign via file upload
• Assign tags using map selection
• Assign tags individually

Managing Tags

• Edit tag information
• Remove unused tags
• Combine similar tags

File Upload Format

When bulk assigning tags via file upload:

File Requirements

• Formats: CSV or Excel files accepted
• Required Field: Account numbers in Column 1
• Header Row: Include column header (e.g., “Account Number”)
• Additional Fields: Optional, will be ignored

Example CSV Format:

Account Number
10001
10002
10003

Boundary File Tags

Creating a Boundary File Tag

1. Within the Tags page, select ‘Add Tag’
2. From dropdown options select ‘For a Boundary File’
3. Upload the .zip file that contains your shapefile
   • File must be compressed in .zip format
   • Include all shapefile components (.shp, .shx, .dbf, .prj)
4. Select the column name to be used for naming your new tag(s)
   • Options typically include ‘Shape_Leng’ or ‘Shape_Area’
   • Choose the most descriptive option for your use case
5. Click ‘Create Tags’
6. Change name of newly created tag(s) if needed
   • System will auto-generate names based on selected column
   • Edit for clarity and consistency
7. Review captured areas:
   • Select the tag
   • Navigate to the ‘View Map’ tab
   • Verify the boundary coverage is correct

Shapefile Requirements

• Must be in .zip format
• Include all required shapefile components
• Coordinate system should match your service area
• File size limitations may apply

Common Use Cases

• Pressure zones for water systems
• Electoral districts or wards
• Service area boundaries
• Special assessment districts
• Emergency response zones

Tag Integration

Use Tags For:

• Broadcasts: Target specific groups
• Notices: Notify relevant subscribers
• Workflows: Automate based on categories
• Reports: Generate filtered analytics

Important Considerations

Tag Deletion

Deleting a tag removes the categorization but does not delete the contacts or locations themselves.

Tag Limits

While there’s no hard limit on tags, too many can make management difficult. Aim for meaningful categorization.

Tag Strategy Examples

Utility Company Setup

Contact Tags:
├── Customer Type
│   ├── Residential
│   ├── Commercial
│   └── Industrial
├── Service Level
│   ├── Basic Service
│   ├── Premium Service
│   └── Emergency Priority
└── Communication
    ├── Email Only
    ├── Text Alerts
    └── Do Not Contact

Municipal Setup

Location Tags:
├── Districts
│   ├── District 1-5
├── Services
│   ├── Water
│   ├── Sewer
│   └── Storm
└── Special Areas
    ├── Historic District
    ├── Business Zone
    └── Residential Zone

Tag Analytics

Monitor tag usage:

• Contacts per tag
• Locations per tag
• Unused tags
• Tag overlap analysis

Quick Actions

Create Tag → Tags → Add Tag
Bulk Assign → Manage Contacts/Locations → Upload
Map Assign → Manage Locations → Select from Map
Edit Tag → Select Tag → Edit

Related Documentation

• Tag Management Best Practices
• Import Data with Tags
• Contact Management
• Location Management

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