Auto Tag is a feature in Wave that automatically assigns a specific tag to new contacts you connect with during a selected time frame. This helps streamline contact organization by eliminating the need for manual tagging.
Once set up, any new contact added within the defined period will be categorized with your chosen tag, making it easier to track and manage leads or connections efficiently.
1. Navigate to https://app.wavecnct.com/login and log in to your admin account. Make sure your account is on the "Wave for Teams" or "Enterprise" plan.
2. Click "Contacts"
3. Click "Auto Tags"
4. Click "Create Auto Tag"
5. Add your auto-tag title
6. Selecting your event start and end date
7. Select the tag that will be applied
8. Click "Create"
9. You're all set, your auto tag has been created.