Tags are a useful way to categorize and organize your contacts in Lexicata. Think of them as customizable labels or keywords which can be used to associate groups of contacts together, filter your contact database, or add contacts to lists.
Tags can be used in almost any way imaginable, depending what your goals are, but generally, they are intended to be a more specific attribute than the broader designation of “contact type.”
For example, you may want to have a contact type called “Attorney” which you can use for any other attorneys that you work with or those who refer you clients. You could then use tags to identify the specific practice area for each attorney, such as “Estate Planning” or “Personal Injury.”
This system effectively creates two layers of organization in your CRM because you can now look up all the “Attorneys” in your database, which would include any attorney regardless of the tags, or alternatively, you can drill down and only find “Business Attorneys” or “Personal Injury Attorneys” by using the tags. You can also use this criteria to break your contacts into different groups for newsletters via MailChimp (discussed at the end of this article).
Tags can be created from several different places within Lexicata:
In your contact settings
Directly on the contact page
Directly on the matter page
Tags can also be color coded for easy visual recognition. By default, the tags will be light blue, but you can select a different color when creating a new tag by clicking on the color picker circle to the left of the tag input. You can always change a tag’s color later if necessary by going to the Contacts tab in your settings.
Adding Tags to Contacts
Tags are accessible from several places within Lexicata to make it easy to add them to contacts.
On Quick Intake
You can add tags to new potential clients when you create them through the Quick Intake form.
On the Add Contact Form
You can add tags to new contacts from the Add Contact form.
On the Contact Page
You can add tags to existing contacts from the contact page.
On the Matter Page
You can add tags to existing contacts from the matter page if they are the primary contact for the matter.
Filtering with Tags
One of the most useful features is the ability to filter your contact database by tags.
You can input one or more tags in the filters to instantly produce a specific list of contacts that meet that criteria. You can also combine the tags with other contact criteria such as the Lead Source or Contact Type.
Using the example above, you could filter to see all attorneys…
...or all attorneys who specialize in estate planning…
...or even all attorneys who practice both estate planning and personal injury law...
Connecting Tags to MailChimp
Another great feature related to tags is our integration with MailChimp, which is the world’s most widely used email marketing software.
You can connect multiple MailChimp email lists to your Lexicata contact database and the system will automatically send new contacts to the appropriate email list according to their Tags and/or Contact Type.
So, going back to our example above, you could have a “Personal Injury Lawyers” list and an “Estate Planning Lawyers” list in MailChimp, and Lexicata would keep both lists up-to-date for you automatically. All you need to do is input new lawyers into Lexicata, set the contact type, and add the tags.
→ Learn more in our MailChimp Feature Guide