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Getting Started

  • Sign Ups: Getting Started
  • Sign Ups: Installing Sign Ups
  • Project Notebooks: Getting Started
  • Messenger
  • Messenger: New to Messenger
  • Messenger: Tags
  • News Articles: Intro
  • Pages: The Page Builder
  • Project Notebooks: Understanding Project Notebooks
  • Project Notebooks: Installing Project Notebooks

How-to

  • Sign Ups: Create your first sign up
  • Sign Ups: Create tasks/slots
  • Sign Ups: Display sign ups on Sign Ups Listing page
  • Sign Ups: Create system pages with a shortcode
  • Sign Ups: Review system emails
  • Sign Ups: Customize the display scheme
  • Sign Ups: Set plugin administrators
  • Messenger: How to send a message
  • Messenger: How Do I Import My List?
  • Messenger: Create and connect a Form
  • Messenger: Editing the contact page to show what you want
  • Messenger: Merging contacts
  • Messenger: How to bulk edit contacts
  • Messenger: How to search for contacts
  • Messenger: Tags
  • Messenger
  • Pages: The Page Builder
  • News Articles: Posts, Posts Carousel, and Posts Slider modules examples
  • News Articles: Posts Slider module
  • News Articles: Posts Carousel module
  • News Articles: Posts module
  • Project Notebooks: Set plugin administrators
  • Project Notebooks: Review system emails
  • Project Notebooks: Create system pages with a shortcode
  • Project Notebooks: Customize the display scheme
  • Project Notebooks: Create your first notebook
  • Project Notebooks: Display project on Project Listing page
  • Project Notebooks: Hide or show notebook sections on front-end
  • Project Notebooks: Edit a notebook
  • Project Notebooks: Create tasks
  • Project Notebooks: Create meeting minutes
  • Project Notebooks: Create a project budget
  • Project Notebooks: Create a kanban board
  • Project Notebooks: Publish a notebook
  • Project Notebooks: Duplicate a notebook
  • Project Notebooks: Archive a notebook
  • Project Notebooks: Delete a notebook
  • Project Notebooks: Turn on project administrator requests
  • Project Notebooks: Approve project administrator requests

Troubleshooting

  • Sign Ups: Sign up not appearing on front-end

FAQs

  • Messenger: Why are My Contacts Unmarketable?
  • Messenger: Why are Emails Going to Spam?
  • Messenger: Why Are My Emails Not Sending?
  • Messenger: Basic terminology
  • Messenger
  • Project Notebooks: Understanding Project Notebooks
  • What is a shortcode?
  • Project Notebooks: How to display meeting minutes on the website
  • Home
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  • Getting Started
  • Messenger: Tags

Messenger: Tags

Table of Contents
  • An introduction to contact Tags

An introduction to contact Tags #

Tags are a very important part of Messenger. It’s how you group your contacts which can then be used to send/broadcast your messages to.

PTOffice comes with a pre-built form called Newsletter Sign Up. This form connects with the tagging system. As someone signs up to one of the newsletter options, they get tagged with that option’s title. Out of the box, your form has the following newsletter sign up options…

  • All School Communications
  • Faculty and Staff
  • Pre-Kinder
  • Kinder
  • 1st Grade
  • 2nd Grade
  • 3rd Grade
  • 4th Grade
  • 5th Grade
  • 6th Grade
  • 7th Grade
  • 8th Grade
  • 9th Grade
  • 10th Grade
  • 11th Grade
  • 12th Grade

To edit this form, simply go to Forms > edit the Newsletter Sign Up Form (small gear) > click Communications > edit as desired.

Note: Just because you remove an option from a form, it does not remove the tags for your contacts. You will need to delete the tags on the Messenger > Tags page.

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Updated on October 10, 2022
Messenger: New to MessengerNews Articles: Intro

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Table of Contents
  • An introduction to contact Tags
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