Tags

How to Use Tags to Organize Your Contacts

Tags in Stella Pay allow you to categorize and add context to your contacts, making it easier to manage your invoicing and payment processes. This guide will help you add tags and use them effectively.

Adding tags

1. Navigate to Contacts
   • Go to your Stella Pay dashboard and click Contacts in the left-hand menu.
2. Select a Contact to Tag
   • Note: Tags can also be added when creating a contact
   • Locate the contact you want to add a tag to.
   • Click on the three-line menu on the far right side of the contact.
3. Navigate to Edit
   • Select options on the top right of the Contact view
   • From the dropdown menu, select Edit.
     • For detailed instructions on editing contacts, visit our help article here.
4. Add Tags to the Contact
   • In the contact editing screen, find the Tags field.
   • Enter the tags you want to associate with this contact. You can add multiple tags by separating them with commas.
     • Example: VIP, Supplier, New Client
   • Tags are customizable and can be any keywords that help you categorize your contacts.
5. Save the Updated Contact
   • After adding your tags, click Update in the bottom right corner.
   • A green confirmation modal will appear at the top right to let you know your contact has been successfully updated.

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Tag Utility

1. Using Tags to Filter Contacts
   • Back on the Contacts page, use the Search option to search for contacts by tags.
2. Benefits of Using Tags
   • Organization: Identify and group contacts based on categories like client type, industry, or relationship status.
   • Improved Context: Gain better insights into your contacts, helping tailor your interactions and improve customer relationships.
     • Consistently reviewing and managing your tags keeps your contact list organized.

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