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Add Tags and Notes to Advocates
Add Tags and Notes to Advocates
Dan Macarie avatar
Written by Dan Macarie
Updated over a week ago

Adding Notes and Tags to an Advocate allows for Brands to segment their Advocates based upon Attributes, Behaviours or any other details which may make it easier to manage a growing Community within Stackla.

Adding Tags or Notes to an Advocate can be done on an Individual or Batch level with the information added only presented in the Organic Advocate section of Stackla.

To add a Tag or Note to an Advocate on a per Advocate level, select either the Action Menu (...) next to their profile on the Community Listing page and select Add Notes or Add Tags

To add Notes or Tags multiple Advocates at a time, click the checkbox next to the Advocates you wish to update. This will load the Batch Action menu where you can batch select to either Add Notes or Add Tags.

Note: Batch adding Notes or Tags will add the same Note or Tag(s) to all selected Advocates.

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