September 28, 2018

Tagging & Untagging Profiles

If you are using Dux-Soup on a daily basis to contact leads, you can quickly get lost among all the contacts and forget who you’ve already contacted, who was interested or not and so on.

You end up checking your LinkedIn messages to trace down all the exchanges you’ve had with potential prospects. It’s a tedious job that takes up a lot of time and soon you will start looking for a system to help you organize your LinkedIn prospects.

Dux-Soup has an integrated tagging feature which is designed to help you tag LinkedIn profiles and filter them out later for any future work. In this article, we are going to give an overview of how to add tags, remove them and search for tagged profiles.

Tagging a profile

There are two ways of tagging a profile on LinkedIn.

  1. You can visit a profile manually and add a tag in “Dux-Soup Tricks” box on the right side of the page:

2. You can set up auto-tagging by going to Options > Actions and enable the feature to add a tag during the auto-visiting. You can add up to 5 tags at a time separated by a comma:

Once the auto-tagging is set up, return to your LinkedIn search and click “Visit Profiles”.

You will see Dux-Soup running, visiting and tagging profiles, and a green pop up will indicate when the tag has been added.

Removing a tag

You can remove any unwanted tags by opening the profile manually and clicking on the “X” next to the tag:

However, what if you don’t remember what tags you have used and you want to remove profiles associated with that tag? This is where you need to use our “Search by Tag” tool.

To access this tool, simply choose “Search by tag” from the Dux-Soup drop-down menu:

You will be taken to a new tab which will look like this and you will see all the tags that you have used below the grey boxes:

Now enter the tags that you want to get rid of in the field “Type tags to include…” and it will pull up a list of tagged profiles. Then, you need to manually visit a profile and remove the tag.

Is it possible to remove the tags in bulk? No. If you want to get rid of a specific tag, you need to visits profiles one by one to remove the tag.

Finding and visiting tagged profiles

Let’s consider the scenario where you want to send a follow up message to the interested prospects but not sure how many interested prospects you have? Follow these steps:

  1. Head over to the “Search by Tag” tool
  2. Enter the tag you want to search for or see which tags you have used below the grey boxes (as explained in the paragraph “Removing the tags):

When you enter a specific tag, it will bring up the list of profiles which have been tagged:

3. From here, all you have to do is to click on “Visit Profiles” and see Dux-Soup running and visiting your tagged profiles:

Another question: what happens if you add any tags to exclude? For example, you have typed something like this:

If you ask Dux-Soup to search for the profiles tagged as “client” and exclude the ones with “interested”, it will ignore the profiles that have the tag “interested”, despite the fact that the profile has “client” tag too.

(To recap on how to use boolean tag search, read our blog post here)

We hope that you learnt something new and that tagging profiles with Dux-Soup will be a great addition to your workflow. If you need any help, feel free to send us an email to info@dux-soup.com

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