Description: You can assign a drip tag to a client directly from their profile, or to an entire group of clients at once. This is an excellent way to stay in touch with your clients over time without having to set reminders for yourself to contact them.

Topics covered in this article: 

• Assigning a drip tag to a single client
• Bulk assigning drip tags 

Assigning a drip tag to a single client:

1. Log into your website
2. Navigate to FlexCRM > Clients
3. Click on the client you wish to add the drip tag to
4. Click the tab titled Drip
5. On the right-hand side, click to assign a drip tag under Manage Drip
   • This is also how you can change from one drip to another
6. Click Change Drip Tag

Bulk assigning drip tags:

1. Log into your website
2. Navigate to FlexCRM > Clients
3. Click on the boxes next to the clients you wish to add the drip tag to
   • You can click the box next to Names to select all visible clients or all matching your filter
   • Use filters to select the appropriate clients for your drip tag
4. Click Action at the top of your client list
5. Hover over Assign Drip Tag
6. Select the drip tag
7. Review and click Confirm Action