Tags

Tags

What are Tags?

Tags are coloured labels that help you sort and find things in Journeybee. You can tag partners, deals, leads, projects, resources, campaigns, and contacts so they are easy to filter and group.

Where to find it: Settings, then Tags (under Partner Program). Admin or Partnerships team members can use this page. You need a paid Journeybee plan.

Seven categories

The page has seven tabs at the top, one for each thing you can tag:

• Partners

• Deals

• Leads

• Projects

• Resources

• Campaigns

• Contacts

For Partners, Deals, and Leads, tags are kept separate for each partner type (Referral, Reseller, and Distributor where available). A second row of tabs lets you edit tags for each partner type. Tags for Projects, Resources, Campaigns, and Contacts are shared across your whole company.

Creating a tag

1. Click New tag at the top.

2. Type a Label for the tag.

3. Pick a Colour from the list.

4. For Partners, Deals, and Leads, pick which Partner Types can use the tag. You must pick at least one.

5. Click Add tag.

Colours available: Black, Blue, Bronze, Diamond, Gold, Green, Orange, Pink, Platinum, Rose, Silver, Slate, Violet, White, and Yellow.

When you create a tag for more than one partner type, a copy is made for each one.

Editing and deleting

• Edit: Click a tag name to change it, and use the colour picker to change its colour.

• Delete: Click the bin icon to remove a tag. This removes it from everything it was tagged on.

When you have unsaved changes, a Save button appears at the top. Click Save to keep them or Cancel to throw them away.

Duplicating a tag to other partner types

For Partners, Deals, and Leads, you can copy a tag to other partner types without retyping it. Click the copy icon next to a tag, pick the partner types to copy it to, and click Duplicate.

Good ways to use tags

Partner tags

• Specialisms: “SaaS Expert”, “Healthcare Focus”

• Performance: “Top Performer”, “New Partner”, “Needs Attention”

• Region: “UK Market”, “EMEA”, “North America”

Deal and Lead tags

• Quality: “Hot Lead”, “Qualified”, “Needs Nurturing”

• Size: “Enterprise Deal”, “SMB Opportunity”

• Urgency: “Urgent”, “This Quarter”, “Future”

Campaign tags

• Type: “Webinar”, “Trade Show”, “Email Campaign”

• Status: “Active”, “Planning”, “Completed”

Resource tags

• Type: “Training Video”, “Sales Deck”, “Case Study”

• Level: “Beginner”, “Intermediate”, “Advanced”

Good to know

• Only admins and partnerships team members can create and change tags.

• Deleting a tag removes it from everything it was used on.

• Tag changes show up straight away across Journeybee.

• Use clear, short names and keep colours consistent so tags are easy to scan.