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How to Create a Tag or Stream in Hubly

Instructions for creating tag groups and streams.

Updated over a week ago

Tags and Streams are an important categorization tool that Hubly uses to streamline work through automations. We created this guide to help you bulk add your contacts to the tags/streams you wish to set up in Hubly.

Creating Tag Groups

Since tag groups are bi-directionally synced with CRM. If you already have several tag groups you are using in your CRM, they will automatically be pulled in to Hubly. If you have new tag groups you wish to create for Hubly automations, you can follow the steps below.

Step 1: Add Contacts to Tag Group in your CRM

The first step is to bulk add your contacts to a tag group from your CRM.

  • Navigate to your CRM

  • Create a tag group e.g Active Client, Platinum Client, RMD Client

  • Bulk add all respective contacts to the tag group

To help you out, we’ve included both Redtail and Wealthbox instructions for bulk adding clients to a tag:

Redtail: Add Contacts To Your Tag Groups In Bulk

WealthBox: Add Contacts To Your Tag Groups In Bulk

Step 2: Sync With CRM

Now that your contacts have been added to the tag group in your CRM, navigate back to Hubly and manually sync with CRM. You’ll find the button “Sync with CRM” within the contact search dropdown. Once the sync has been completed, you should see the new tag in the Tag menu with all of the contacts that you added.

Creating Streams

Since streams are a unique feature to Hubly, you can not create them via a sync with your CRM. You have two options for adding clients to a Stream in Hubly.

Option 1: Manually Add Clients to Stream

Create the Stream(s) you want in Hubly. Then select the stream and begin manually adding your clients to it. You can also add a client to a stream via their client card. In the top, middle portion of the card, you will see the Add to Stream function.

Option 2: Move Clients from Tag Group to Active Client Stream

If you have any existing tag groups in your CRM that you wish to make a Stream in Hubly, our Support team can lend a hand. Reach out to Support via the chat and let us know which tag groups you wish to make into streams, and we can do a one-time bulk load to your Stream.

* Hot Tip from our trainers - Use your streams selectively. Streams serve the same function as tags for automation. The biggest difference is the streams are easily identifiable in the client card (with the colored dots representing your different streams). If you are selective and use Streams for very high-level, important indicators, it will be easy to identify these in your dashboard. Examples include: VIP Clients, White Glove Clients, First Year Clients, etc.

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